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by Erik Conley
Oversold on EPS miss Limbach Holdings is a specialized building systems firm serving complex infrastructure projects across healthcare, education, manufacturing, and data centers. Its dual-segment model - General Contractor Relationships and Owner Direct ...
by Erik Conley
There are two economies in the world. The visible economy that governments track, tax, and report on. And then there's the shadow, or black market economy that escapes the rule of law, the ...
by Erik Conley
Thomas Bayes(1701-1761) was an English statistician, philosopher and Presbyterian minister who is known for formulating a specific case of the theorem that bears his name: Bayes' theorem. His contributions to math, probability, and ...
by Erik Conley
The Bull Case for Leonardo (FINMY)Consistent Alpha GenerationLeonardo has delivered six consecutive years of alpha, a statistically rare achievement that demonstrates adept management execution and market outperformance. This track record suggests the company ...
by Erik Conley
The fall from grace for SMCI was breathtaking. Dropping from $118 to $18 (not a typo) in a matter of a few months, the fall of Super Micro was epic. Now the stock ...
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