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S&P Global Inc. (SPGI)
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S&P Global's Quiet Reset: Oligopoly Economics at a Discount

S&P Global trades in the low $400s—roughly 21 times the midpoint of 2026 adjusted EPS guidance (~$19.50)—after falling nearly 29% from its August 2025 peak of $579. That valuation compression coincides with one of the stronger fundamental stretches in the company's history: 10...

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Ollie's Bargain Outlet Holdings, Inc. (OLLI)
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Ollie's Bargain Outlet: The Scale Play That's Finally Paying Off

Summary Ollie& 39;s Bargain Outlet (NASDAQ: OLLI) reported strong fourth quarter and fiscal 2025 results on March 12, 2026, posting fiscal year net sales of $2.649 billion (up 16.6%) and net income of $240.6 million. The company opened a record 86 stores, grew its Ollie& 39;s ...

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