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 ...
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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 ...
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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.
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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.
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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.
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Value Strategy Plays Defense with “Win by Not Losing” Approach

Thomas Hiester, CFA, is a Portfolio Manager on the Investment Strategy Team at SKBA Capital Management. He also serves as a Senior Securities Analyst and is an equity owner of the firm. He is ...
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Dick’s, Intuit and Capital One Offer Value After Pullbacks

TWST: You’re hardly new to value investing, but the firm Value87 Investment Partners is new. Tell us about the genesis of Value87 and give us a snapshot of the ...
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Buying on Market Overreactions: SS&C, Equifax and Cigna

Brent Fredberg is a Director, Investments Group, a Senior Analyst, and leader of the Technology Research Team at Brandes Investment Partners. He is a member of the Global Large-Cap Investment ...
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Value Investor Targets Great Businesses Punished by AI Fears

C.T. Fitzpatrick, CFA, founded Vulcan Value Partners in 2007. As Chief Investment Officer and Portfolio Manager, Mr. Fitzpatrick leads the research team. As Chief Executive Officer, he oversees the ...
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SS&C Technologies Holdings, Inc.

Interview with the Chairman and CEO: SS&C Technologies Holdings, Inc. (NASDAQ:SSNC) April 07, 2017 Stone, William C. Interview with the Chairman and CEO: SS&C Technologies Holdings, Inc. (NASDAQ:SSNC) ...
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Lennar and KKR: Quality Businesses Trading at Attractive Valuations

Larry Pitkowsky is the Co-Founder, Managing Partner, and Portfolio Manager of GoodHaven Capital Management. Mr. Pitkowsky is also the Chairman of the Board and President of the GoodHaven Funds Trust, ...
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Abercrombie & Fitch and Twin Disc Offer Growth at Attractive Valuations

Gustaf Little is a Senior Portfolio Manager for the Essential Value Equity team at Allspring Global Investments. He leads the team’s coverage in key industries within consumer, industrials, and ...