Nicolas-Darvas Breakouts
Delek US Holdings: the Quiet Growth in the Shadow of Major oil Refineries
Stable Logistics Anchor: The Delek Logistics (DKL) segment acts as a crucial risk buffer through fee-based...
Wayfair: How Logistics Efficiency and Product Diversity Pave the way to Sustainable Profitability
Wayfair is a dominant e-commerce specialist in furniture and home textiles. The hybrid business...
Arlo Technologies: How the Subscription Model Transforms the Hardware Manufacturer into a Profitable Tech Player
The key strength of Arlo is the strategic transformation from a pure hardware seller to a high-margin,...
Medpace: The Outsourcing Expert Navigates Complex Research Markets
Medpace is one of the leading contract research organizations, managing and conducting clinical trials...
Enviri Corporation: Seeking Sustainable Solutions: A Company in the Transition to the Circular Economy
The Harsco Environmental division of Enviri is the largest and most comprehensive provider of on-site...
Allient: Strategic Realignment Meets Growth Trends
Allient is a fascinating niche company that has strategically positioned itself well in growth areas...
The Bancorp: A Bank Revolutionizes the Fintech Sector
The Bancorp is a financial holding company whose operations significantly differ from a traditional...
Amphenol: The Silent Winner in the AI Boom – Why the Connector Giant is Essential
Amphenol is a direct and essential supplier as a manufacturer of critical connection and sensor technologies...
From Switch Manufacturer to Super-Network: Why Arista Networks is Leading Hyperscalers into the Future
Arista Networks is a provider of networking equipment that primarily sells Ethernet switches and software...
TeraWulf: From Bitcoin Miner to AI Player – how the Google Deal is Transforming the Company
TeraWulf's transition to HPC hosting proves successful: The company secured a $3.7 billion contract...
Power, Connectors, Growth: How Bel Fuse Benefits from the Electrification of the World
Bel Fuse is not just a pure chip manufacturer, but specializes in essential components for high-growth...
Office Market in Transition: Can Paramount Group Benefit from the Return to Office?
Paramount Group focuses exclusively on the acquisition and management of high-quality Class A office...
Sphere Entertainment: When Entertainment is Elevated to the Next Level
The main attraction of Sphere Entertainment is the Sphere in Las Vegas, a state-of-the-art entertainment...
ITT Inc.: A Still Unknown Beneficiary of Electrification and Global Infrastructure Expansion
ITT's business model is characterized by its diversification across various end markets and its focus...
Mercury Systems: High-Tech Partner for Defense and Aerospace
Mercury Systems is not a broadly diversified technology company, but a highly specialized provider...
Winmark Corporation: How a Secondhand Empire is Disrupting Retail
Winmark is perfectly positioned to benefit from global trends in sustainability, the circular economy,...
Tenet Healthcare: How the Reorientation Towards Outpatient Services Drives Growth
Tenet Healthcare has successfully transformed from a pure hospital operator to a diversified healthcare...
The Renaissance of Wynn Resorts: How the Casino Giant Benefits from the Recovery in Macau
Wynn Resorts is a leading provider of luxury resorts that is strategically moving away from complete...
Independence is the new Gold: Evercore and the Future of Elite Investment Counselling
Evercore is an independent investment bank that derives most of its revenue from financial advisory...
Preformed Line Products: The Invisible Infrastructure Winner – why the Company Benefits from Global Megatrends
The company benefits from the global need to modernize aging power grids and expand fiber optic networks....
Newmark: Why the Company Could be a Winner in the Transformation of the Real Estate Industry
Newmark is a leading, diversified services and technology company in the commercial real estate sector....
Vital Farms: Animal Welfare and Sustainability Drive the Stock Higher
Vital Farms benefits from a strong business model based on animal welfare and sustainability. The...
Not Just Rental Income: How United Rentals is Expanding Its {[Competitive Advantage in the Construction Business]}
United Rentals is the largest beneficiary of the massive infrastructure investments in North America,...