The Wall Street Transcript

Interview with the Co-Founder and CEO: Vantage Corp. (NYSEAMERICAN:VNTG)

In an exclusive interview, Andresian "Andre" D'Rozario, Co-Founder & CEO of Vantage Corp. (NYSEAMERICAN:VNTG), discusses expanding into Western markets, navigating market volatility, M&A strategy, and ...
The Wall Street Transcript

It’s Not About Diesel Prices Increasing Costs for Trucking Companies, It’s About AI Increasing Productivity

Christopher Kuhn is an Equity Research Analyst at StoneX Group covering the transportation sector, with a particular focus on trucking, less-than-truckload carriers, intermodal transportation and ...
The Wall Street Transcript

Intermodal Providers Could Benefit Most From Union Pacific-Norfolk Southern Merger

Daniel Moore, Senior Research Analyst at Baird, outlines key transportation trends, including the driver shortage, rising fuel costs, AI in brokerage, and the Union Pacific-Norfolk Southern merger.
The Wall Street Transcript

Freight Upcycle Gains Momentum as Capacity Tightens

Christopher Kuhn, Equity Research Analyst at StoneX Group, shares market insights on transportation stocks, freight cycles, LTL carriers, AI integration, and key stock picks like Saia and C.H.
The Wall Street Transcript

Interview with the CEO: Pangaea Logistics Solutions Ltd. (NASDAQ:PANL)

Read our interview with Pangaea Logistics Solutions CEO Mads Boye Petersen on ocean freight demand, terminal expansion, fleet renewal, and market outperformance.
The Wall Street Transcript

Interview with the President and CEO: Getty Realty Corp. (NYSE:GTY)

Christopher J. Constant has been the President and Chief Executive Officer of Getty Realty Corp. since January 2016. He joined the company in November 2010 as Director of Planning and Corporate ...
The Wall Street Transcript

Everest Group Is Top Insurance Pick as Reserve Concerns Fade

Meyer Shields is Managing Director at Keefe, Bruyette & Woods (KBW). He joined KBW in 2013 and covers property and casualty insurance. Previously, he was a Director at Stifel, covering property and ...
The Wall Street Transcript

Market Mispricing Creates Opportunity in Boston Scientific and CBRE

Krishna Chintalapalli is a Portfolio Manager and Senior Analyst at Parnassus Investments. He is responsible for portfolio management of the Parnassus Value Equity fund and Parnassus Value Select ETF.
The Wall Street Transcript

Interview with the Chairman, President and CEO: Butterfly Network, Inc. (NYSE:BFLY)

Joseph M. DeVivo is President, Chief Executive Officer, and Chairman of the Board of Butterfly Network, Inc., a digital health company developing portable, semiconductor-based ultrasound devices and ...
The Wall Street Transcript

Booking Holdings $BKNG: Scale Moat and Strategic OpenAI Pivot Neutralize AI Disruption Fears

Abdulaziz Alnaim, CFA, is the founder and Managing Director at Mayar Capital. Mr. Alnaim has over 20 years of investment experience and board-level experience in multiple industries including asset ...
The Wall Street Transcript

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 ...
The Wall Street Transcript

Unum’s Risk Reduction Could Drive Multiple Expansion

Tracy Dolin-Benguigui is a Director and Senior Research Analyst covering both the life and non-life insurance sectors for Wolfe Research, LLC. Prior to Wolfe, Ms. Dolin-Benguigui worked at Barclays, ...