Riverwater Partners, an investment management company, released its “Micro Opportunities Strategy” Q1 2026 investor letter. A copy of the letter can be downloaded here. In Q1 2026, Riverwater Partners Micro Opportunities Strategy underperformed its benchmark. In the first quarter of 2026, rising geopolitical tensions in the Middle East and a reassessment of growth areas significantly influenced…
Crypto Exchange Kraken Revives IPO Plans Cryptocurrency exchange Kraken is moving forward with its plans to hold an initial public offering (IPO) this year. Arjun Sethi, co-CEO of Kraken, said the exchange is “about 80% ready” to go public by year’s end, underscoring the firm’s ambitions to hold an IPO, though an exact date hasn’t…
Strategy Shifts From “Never Sell” Bitcoin Policy Amid Losses Strategy (NASDAQ: $MSTR) is fundamentally shifting its approach to digital assets, moving away from its famous “never sell” mantra. During its first quarter earnings call on Tuesday, the company announced it will actively manage its massive cryptocurrency reserves to maximize its BTC per share metric. The…
Riverwater Partners, an investment management company, released its “Small Cap Strategy” Q1 2026 investor letter. A copy of the letter can be downloaded here. In Q1 2026, the Riverwater Small Cap Strategy outperformed the Russell 2000 Index. The quarter rewarded patience and discipline. The first quarter of 2026 saw a significant shift in market leadership…
For months, investors have worried that AI could eat into enterprise software names, especially the ones tied to developer workflows and collaboration tools. That fear helped punish a lot of software stocks. Atlassian (TEAM) was no exception. But the company just posted a quarter that made the doomsday trade look a lot less convincing. Shares…
Headquartered in Menlo Park, California, Meta Platforms (META) is the world’s leading social technology company, managing a family of apps that connects more than 3.5 billion monthly active users. Founded in 2004 as Facebook, the company has evolved into a diversified digital conglomerate encompassing Facebook, Instagram, WhatsApp, Messenger, and Threads. Under its Reality Labs and…
The national average price of gasoline in the United States has just topped $4.50 per gallon, the highest level since the middle of July 2022, according to data from GasBuddy, as the Iran war drains fuel inventories and sends crude prices higher. Prices are now just $0.50 off the all-time high hit in June 2022,…
Michael Francis, a key player at Target Corp. during the discounter’s heyday in the 2000s, has been appointed chief customer officer at Old Navy and head of marketing shared services at Gap Inc. On Wednesday, the San Francisco-based retail giant said Francis will lead Old Navy’s “end-to-end customer strategy, with responsibility for strengthening brand storytelling,…
Riverwater Partners, an investment management company, released its “Small Cap Strategy” Q1 2026 investor letter. A copy of the letter can be downloaded here. In Q1 2026, the Riverwater Small Cap Strategy outperformed the Russell 2000 Index. The quarter rewarded patience and discipline. The first quarter of 2026 saw a significant shift in market leadership…
BTC rises to 82k, a 3-month high Hope of a US-Iran deal lift risk sentiment, pulling oil & treasury yields lower US tech earnings help stocks to record highs BTC ETFs record $1.6 billion in net inflows in May Strategy warns of potential BTC sales is extending gains, rising to $82,000 as improving risk sentiment,…
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