The Wall Street Transcript

Mitigating SMID-Cap Risk With a Quality-First Approach

Brian Kute, CFA, of Johnson Investment Counsel shares how a disciplined Quality, Valuation, and Momentum (QVM) approach drives SMID cap success.
The Wall Street Transcript

Monolithic and BWX Offer Durable Growth in a Speculative Market

Curi Capital's Chris Faber and Jeff Jones break down their "lifecycle framework," market narrowness, and separating speculative AI froth from durable businesses.
The Wall Street Transcript

Waste Connections, Rocket Mortgage Offer a Different Way to Play AI

T. Rowe Price's Ashley Reed Woodruff and Donald Easley unpack mid-cap growth trends, AI capex risks, and top stock picks like Agilent, Veeva, and UL Solutions.
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West Pharmaceutical Combines Market Dominance With Multiple Profit Drivers

Artisan Partners' Jason White shares his midcap growth strategy, managing AI exposure, valuation discipline, and top stock picks like APi Group and West.
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Snowflake Sits at the Center of Enterprise AI

TimesSquare’s Sonu Chawla shares mid-cap growth insights, exploring AI winners like Snowflake (NYSE: SNOW), aerospace leader Curtiss-Wright, and specialized finance.
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Waystar and Jack Henry Stand Out as AI-Era Software Winners

Aaron Schaechterle is a Portfolio Manager on the U.S. Small/Mid-Cap Growth Team at Janus Henderson Investors. Additionally, he serves as a Research Analyst, focused on the Industrials & Materials and ...
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Mid-Caps Balance Proven Models With Long Growth Runways

Ian Sexsmith, CFA, is a Portfolio Manager and Senior Analyst at Parnassus Investments. He is responsible for portfolio management of the firm’s Mid Cap and Mid Cap Growth strategies and firmwide ...
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Interview with the CEO: Tradeweb Markets Inc. (NASDAQ:TW)

Billy Hult is Chief Executive Officer of Tradeweb Markets Inc. and a member of the board. Mr. Hult became CEO in 2023 after serving 15 years as President — a tenure that included playing a key role in ...
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Dick’s Sporting Goods Rides Tailwinds From Sports and Collectibles

Michael Baker is a Managing Director and Senior Research Analyst at D.A. Davidson. He joined the firm in August 2020 with more than 20 years of experience on the sell side to cover ...
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Interview with the CEO: Expensify Inc. (NASDAQ:EXFY)

David Barrett founded Expensify Inc. and has served as its Chief Executive Officer and as a member of its board of directors since 2009. Prior to Expensify, Mr. Barrett led engineering for Red Swoosh, ...
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Sustainability Fund Favors Industrials Supporting Critical Infrastructure

Bruce Kahn, Ph.D., is a Portfolio Manager at Shelton Capital Management. He has been the lead portfolio manager of the Shelton Sustainability Fund since October 2022, and has nearly two decades of ...
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AI Hardware Pullback Creates Buying Opportunity for Quality Names

Robert Huesman, CFA, CFP, is a Managing Director and Portfolio Manager at 1919 Investment Counsel. In his role as a Portfolio Manager, Mr. Huesman works with individuals, families, foundations, and ...