On Holding AG (NYSE: ONON) surges on record Q3 2025 earnings and raised guidance, highlighting premium innovation as key to market share gains in running footwear. Explore the forward-looking thesis, DCF valuation, risks, and sector context for this high-growth challenger.

Listen up, folks—the government’s been dark for 37 days now, officially the longest shutdown in history, and Wall Street’s starting to sweat. As of this writing, with markets still finding their footing mid-morning, the real action isn’t in the headlines—it’s…

Explore our in-depth investment analysis of Tactile Systems Technology (TCMD), highlighting how its robust patent portfolio positions the company for outsized growth in the $1.46B lymphedema market by 2030. Forward-looking thesis, risks, and valuation insights for savvy investors.