With the SEC EDGAR website crashing, it can only mean it’s that time of year: 13-F season. You’ve undoubtedly already read headlines about Bill Ackman’s latest trade, of Warren Buffett’s new favorite stock. We dig deeper into some key trends we capture by analyz...

Cloudflare ( NET ) reports impressive revenue growth, and it appears to be receiving help from large organizations and institutional investors. The company does not report positive FCF, which most value investors will not appreciate. With that, growth investors will appreciate this name. They ...

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