Retail Crowding Drives Alpha, Institutions Are Watching

Individual investors are displaying remarkable alpha generation, pulling ahead of the broader market with conviction. However, this surge in trading is making institutional desks nervous that retail’s favorite stocks are becoming dangerously crowded and overvalued.

DoD’s Fluorspar Solicitation Confirms What We Knew: Domestic Suppliers Like Ares Are Critical

We called it. The Defense Logistics Agency’s (DLA) now-closed $250 million solicitation (SP8000-25-R-0020) for acid-grade fluorspar isn’t just another procurement—it’s a neon sign that the U.S. is finally waking up to its critical minerals problem. Since its inception, Endeavour has been highlighting the risks of relying on foreign fluorspar, a linchpin for defense manufacturing from […]

Buy, Sell, or Hold: Hims & Hers Stock Surges 64%

The past six months have been a windfall for Hims & Hers Health’s shareholders as the stock surged 64%. Is now the right time to buy HIMS? Or is this rally more about investor enthusiasm than fundamentals?

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