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Research

The Case For Owning Healthcare Right Now

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Adam S. Parker, Ph.D. November 7, 2025

KMB / KVUE and How to Think More Structurally About M&A

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Adam S. Parker, Ph.D. November 3, 2025

Level Set – Why Take Huge Active Bets on the Great 8?

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Adam S. Parker, Ph.D. November 2, 2025

Quality Doesn’t Really Matter

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Adam S. Parker, Ph.D. October 31, 2025

Level Set: Making Sense of the Chaos – What Are the Principal Components of This Rally?

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Adam S. Parker, Ph.D. October 26, 2025

Buybacks – The Story Is Dramatically Changing

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Adam S. Parker, Ph.D. October 21, 2025

Level Set – Blow-Up Avoidance Guide – How Are You Dealing With The S&P500 Being an AI Factor Bet?

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Adam S. Parker, Ph.D. October 19, 2025

What Can We Expect From This Week's Earnings?

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Adam S. Parker, Ph.D. October 14, 2025

Converts: How Do You Pick Winners?

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Adam S. Parker, Ph.D. October 13, 2025

VIDEO – How Should You Play Earnings Results?

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Adam S. Parker, Ph.D. October 13, 2025
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