The Wall Street Transcript

Nintendo (NTDOY) 35% Upside: Why a $15B Cash Balance Protects Margins from Volatile Memory Pricing

Welcome back to The Wall Street Transcript. Remind our readers about your firm, Empiric Institutional. Mr. Menon: Empiric Institutional is an independent, 100% employee-owned investment adviser. We ...
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Coca-Cola HBC AG – ADR

Nintendo (NTDOY) 35% Upside: Why a $15B Cash Balance Protects Margins from Volatile Memory Pricing March 16, 2026 Key Takeaway: Nintendo, Menon, Eswar ...
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Building an Active Bond ETF Strategy Around Volatility and Risk Control

You launched Sanjac Alpha in 2024, arguing that fixed income was no longer a “set it and forget it” asset class. So first, tell our readers about the two ETFs. Mr. Wells: We launched two ETFs in ...
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Lightwave Logic (NASDAQ:LWLG) Surges on Tower Semiconductor Partnership to Scale AI-Ready Polymers

Lightwave Logic Inc. (NASDAQ:LWLG) shares reached a new 52-week high today, March 12, 2026, as a decade-long quest for “optical ubiquity” hit a major commercial milestone. The company announced a ...
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Booking Holdings $BKNG: Scale Moat and Strategic OpenAI Pivot Neutralize AI Disruption Fears

Booking Holdings ($BKNG) remains a structural winner as the market pivots from AI-panic to durable “merchant of record” advantages. While the stock faced early 2026 volatility, its robust fundamentals ...
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$TDW, Tidewater’s Supply Moat Widens as High Construction Costs Make New Vessels Financially Unviable For Competitors

TDW, Tidewater’s Supply Moat Widens as the company leverages a “structural undersupply” of offshore vessels. The thesis that new construction is currently “uneconomic” was validated this month by a ...
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Investing Strategies

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Interview with the Chairman and CEO: The ExOne Company (XONE)

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Interview with the President and CEO: Rosetta Stone Inc. (RST)

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Argenx Builds Momentum on Strong Execution and Expanding Indications

Matt Phipps, Ph.D., is Group Head of Biotechnology Equity Research at William Blair & Co, LLC. He joined the firm in November 2014, after working as a postdoctoral research fellow at Texas Scottish ...
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Interview with the CEO: Picard Medical Inc. (NYSEAMERICAN:PMI)

Patrick NJ Schnegelsberg is the CEO of Picard Medical Inc. and its wholly owned subsidiary SynCardia Systems LLC. Mr. Schnegelsberg has over 25 years of executive leadership experience and a proven ...
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Interview with the CEO: Vaxart Inc. (OTCMKTS:VXRT)

To start things off, I understand Vaxart is researching oral vaccines for COVID-19, norovirus, and influenza. Could you give us an overview of each program and where they are in the development ...