Investing
NETGEAR (NTGR): The Enterprise Business Hiding Inside a Router Company
The consolidated numbers hide a business transition that's already well underway.
Oct 2026Investing
ScanSource (SCSC): The Distributor That Just Bought Its Own Services Business
The company is in the middle of changing what it is, and the first evidence shows up in early November.
Oct 2026Investing
CTS Corporation (CTS): A Sensor Maker Quietly Becoming a Medical Company
The consolidated growth rate hides a mix shift that has already done most of its work.
Oct 2026Investing
Via Transportation (VIA): Everyone Argued About the Wrong Question
A successful services company that nobody had a clean comp for — and that's where the mispricing lived.
Oct 2026Coming soon
Physical systems
A thesis on AI for the physical world