The Wall Street Transcript

Insurance Companies Provide Ballast in Tough Markets

Welcome back to The Wall Street Transcript. Can you remind readers about the overall investment philosophy at your firm? Mr. Auxier: It started back in 1982 when I called Warren Buffett on a Saturday.
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 ...
The Wall Street Transcript

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 ...
The Wall Street Transcript

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 ...
The Wall Street Transcript

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 ...
The Wall Street Transcript

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 ...
The Wall Street Transcript

$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 ...
The Wall Street Transcript

Investing Strategies

The Wall Street Transcript is a completely unique resource for investors and business researchers.
The Wall Street Transcript

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

The Wall Street Transcript is a completely unique resource for investors and business researchers.
The Wall Street Transcript

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

The Wall Street Transcript is a completely unique resource for investors and business researchers.
The Wall Street Transcript

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 ...
The Wall Street Transcript

Recommending Amazon, Allbirds and A-Mark, But Not Apple

Tom Forte, CFA, rejoined Maxim Group LLC as Managing Director and Senior Consumer Internet Analyst in March 2024. He worked at the firm previously from 2016-2017. Mr. Forte brings decades of consumer ...