Find coverage by company

Every article we have published, filed by the company it is actually about.

172 articles about companies over $300M

KHTRF long 2026-04-27 healthcare

Knight Therapeutics (GUD-T) is a long position built on confidence in founder Jonathan Goodman, following his earlier success with Paladin…

KHTRF $689M Value Investors Club Apr 27

QDEL long 2026-04-26 healthcare

QuidelOrtho is presented as a long idea after falling to 52-week lows, with the thesis centered on misvaluation.

QDEL $1.1B Value Investors Club Apr 26

TTAN long 2026-04-26 software

ServiceTitan (TTAN) is shifting from vertical software for trades businesses toward the operating layer for scaled essential-services…

TTAN $7.7B Value Investors Club Apr 26

SLX long 2026-04-26 energy

Silex Systems owns 51% of Global Laser Enrichment, the only company to achieve pilot-scale laser uranium enrichment; Cameco owns the…

SLX $899M Value Investors Club Apr 26