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Cano Health: A Bet on Value-Based Primary Care

On yesterday’s ROIC-only stream, a member called in to take another look at Cano Health (CANO). Cano Health went public in June after merging with Barry Sternlicht’s SPAC. Justin gave

ROIC Dive: Is Palantir a Long-Term Buy?

Palantir (PLTR) stock is only up ~5% YTD, but it has been a popular name among investors since going public via a direct listing in October of last year. As

Cybersecurity Stocks to Watch

In our July 14 edition of Morning Cents, we put together a quick primer on cybersecurity stocks. Today, we are taking a deeper dive and adding a few companies to