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Portrait Weekly Framing: Centene's $1.8B Revenue Hit Exposes Healthcare Cost Inflation Crisis
Welcome to this week's edition of the Portrait Weekly Framing.
Jul 3
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Portrait Weekly Framing: Centene's $1.8B Revenue Hit Exposes Healthcare Cost Inflation Crisis
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June 2025
Portrait Weekly Winners & Losers: NKE & HIMS
Welcome to this week's edition of the Portrait Weekly Winners & Losers.
Jun 27
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Portrait Weekly Winners & Losers: NKE & HIMS
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Portrait Weekly Framing: Marvell's $94B Data Center Vision
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Jun 25
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Portrait Weekly Framing: Marvell's $94B Data Center Vision
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Portrait Weekly Winners & Losers: RDDT & FSLR
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Jun 20
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Portrait Weekly Winners & Losers: RDDT & FSLR
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Portrait Weekly Framing: Oracle's Cloud Surge—Inflection or Industry Tide?
Welcome to this week's edition of the Portrait Weekly Framing.
Jun 17
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Portrait Weekly Framing: Oracle's Cloud Surge—Inflection or Industry Tide?
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Portrait Weekly Winners & Losers: SAIL & CHWY
Welcome to this week's edition of the Portrait Weekly Winners & Losers.
Jun 13
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Portrait Weekly Winners & Losers: SAIL & CHWY
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Portrait Weekly Framing: Warner Bros. Discovery's Strategic Split
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Jun 10
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Portrait Weekly Framing: Warner Bros. Discovery's Strategic Split
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Portrait Weekly Winners & Losers: MDB & BF-B
Welcome to this week's edition of the Portrait Weekly Winners & Losers.
Jun 6
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Portrait Weekly Winners & Losers: MDB & BF-B
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Portrait Weekly Framing: Trump & the Golden Dome
Welcome to this week’s edition of the Portrait Weekly Framing.
Jun 3
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Portrait Weekly Framing: Trump & the Golden Dome
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May 2025
Portrait Weekly Winners & Losers: VEEV & S
Welcome to this week’s edition of the Portrait Weekly Winners & Losers.
May 30
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Portrait Weekly Winners & Losers: VEEV & S
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Portrait Weekly Framing: China & Declining American Auto Competitiveness
Welcome to this week’s edition of the Portrait Weekly Framing.
May 27
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Portrait Weekly Framing: China & Declining American Auto Competitiveness
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Portrait Weekly Winners & Losers: AAP & ENS
Welcome to this week’s edition of the Portrait Weekly Winners & Losers.
May 23
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Portrait Weekly Winners & Losers: AAP & ENS
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