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Research

Are All Your Technology Holdings Crowded?

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Adam S. Parker, Ph.D. July 30, 2025

Do Activists Add Any Value?

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Adam S. Parker, Ph.D. July 29, 2025

Level Set: It Makes Sense that Valuation Doesn’t Work to Pick Stocks

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Adam S. Parker, Ph.D. July 27, 2025

Tech Strategy: Which of the Major Technology Themes Have Momentum?

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Adam S. Parker, Ph.D. July 24, 2025

Tech Strategy: Long and Short Ideas Based on Quality and Beta

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

Level Set: Revenue, Semis, Financials, ROIC – 4 Keys from Last Week

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Adam S. Parker, Ph.D. July 20, 2025

Level Set: The Biggest Pushback Points to Our 2H Outlook

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

25 Slides For The Second Half Of 2025

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Adam S. Parker, Ph.D. July 8, 2025

VIDEO – What Really Happened In Q2 2025

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

What Really Happened In Q2 2025

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