Core Insights - Axon Enterprise (AXON) achieved a revenue growth of 33% in 2025, marking eight consecutive quarters of over 30% top-line growth [1] - The company ended the year with $14.4 billion in future contracted bookings, indicating strong operational performance [1] Financial Performance - Revenue growth of 33% in 2025 [1] - Eight consecutive quarters of 30%+ top-line growth [1] - Future contracted bookings totaled $14.4 billion at year-end [1]

Core Insights - Bryan Construction has appointed Kristi Rader as the new Chief Financial Officer, succeeding Vince Shoemaker who retired after 27 years with the company [1][4] - Rader brings over 25 years of financial leadership experience, having previously served as the director of accounting at Bryan Construction and as controller at Norwood Development Group [2] - The company reported approximately $377 million in revenue for 2024, indicating its active involvement in various markets including data centers, advanced manufacturing, and federal projects [4] Company Developments - Rader will oversee financial strategy, reporting, cash flow, treasury operations, and risk management, in addition to leading the accounting, human resources, and IT teams [3] - Bryan Construction's recent appointments reflect its growth ambitions in the federal and commercial construction markets [5] - The company is positioned in Colorado, which has the second-largest space economy in the U.S., contributing $3.1 billion annually to the economy through its aerospace industry [5] Additional Appointments - Chris Gilkes has been appointed as IT director to lead technology modernization and strengthen cybersecurity [6] - Jamie Lanphear has been named human resources director to manage human capital strategy [6] - Ramse Nansel will serve as executive manager for Northern Colorado and Southern Wyoming, overseeing various market segments including defense and healthcare [6]

Core Insights - iMGP Small Company Fund returned 1.33% in Q4 2025, underperforming the Russell 2000 Index which returned 2.19% [1] - The Fund's overall return for 2025 was flat at 0.01%, compared to a 12.81% return for the Index [1] - The Fund's underperformance was attributed to the strong performance of biotech stocks, which increased by over 25%, a sector the Fund generally avoids [1] - The Fund aims to refine its investment process and focus on high-quality, growing firms moving into 2026 [1] Company Focus: RBC Bearings Incorporated - RBC Bearings Incorporated (NYSE:RBC) is a market leader in manufacturing engineered precision bearings for aerospace, defense, and industrial markets [2][3] - As of March 6, 2026, RBC's stock closed at $552.91, with a one-month return of -17.20% and a 12-month increase of 57.42% [2] - RBC has a market capitalization of $17.21 billion [2] - In Q4 2025, RBC's quarterly results exceeded consensus estimates for both revenue and EPS, particularly strong in its Aerospace and Defense segment, which accounts for 44% of total revenue [3] - Management anticipates strong growth in its Aerospace and Defense backlog and is expanding capacity to meet demand [3] - The Industrial segment, making up 56% of total revenue, has seen sluggish growth, but profit margins have improved significantly, with growth initiatives underway [3] - The Fund expresses confidence in RBC's leadership, strategic approach, and growth opportunities [3]

Group 1 - The company reported a strong Q4 with an annualized growth of approximately 15%, achieving $17 million in ARR for the quarter, which is a record [1] - EBITDA for the quarter was around $7 million, indicating good profitability and growth [1] - The company experienced its largest bookings quarter ever, highlighting significant positive momentum [1] Group 2 - Bookings are deemed critical for the company's future growth over the next couple of years [2] - The company announced a significant win with Papa Johns, marking it as the second largest restaurant customer in its history [2]

Core Viewpoint - RUA GOLD INC. has commenced trading on the OTCQX Best Market under the symbol 'NZAUF', enhancing its visibility and liquidity among U.S. investors while aligning with its growth strategy [1][2]. Company Overview - RUA GOLD is an exploration company focused on New Zealand, with a team experienced in transforming major discoveries into world-class mines across multiple continents [4]. - The company controls over 120,000 hectares in the Reefton Gold District, historically producing over 2 million ounces of gold with grades between 9 and 50 grams per tonne [5]. - The Glamorgan Project on New Zealand's North Island positions RUA GOLD as a leading high-grade gold explorer, adjacent to OceanaGold Corporation's major mining project [6]. Market Positioning - The upgrade to the OTCQX Best Market is a significant step for RUA GOLD, allowing for transparent trading for U.S. investors and compliance with high financial standards and corporate governance [2]. - RUA GOLD's common shares will continue to trade on both the TSX and NZX, maintaining a dual listing strategy [3].

Group 1 - The company behind Moen faucets and Master Lock is expected to experience significant growth over the next decade [1]

Company Overview - Ralliant has transitioned from being a conceptual entity to a stand-alone public company, completing its spin-off in June 2025, ahead of the initially expected date of January 2026 [2] Growth and Performance - The company has focused on ensuring that its operational leaders prioritize customer engagement and innovation, which has contributed positively to its growth trajectory as it approaches 2026 [3] - For Q1, Ralliant has guided a growth expectation of 5% to 8%, indicating a strong start in terms of growth performance [3] Profitability - Despite positive growth indicators, the company's profit numbers reported during the earnings call fell short of expectations set during the Investor Day, where a low to mid-20s profit margin was anticipated [4]

Core Insights - Target Corporation announces executive leadership changes under new CEO Michael Fiddelke to accelerate growth plans [1] - The company confirms expectations for Q4 2025 sales and full-year GAAP EPS and Adjusted EPS in line with prior guidance [1] Leadership Changes - Cara Sylvester is appointed as Chief Merchandising Officer, previously serving as Chief Guest Experience Officer, bringing expertise in merchandising, digital, loyalty, and marketing [1] - Lisa Roath is named Chief Operating Officer, previously Chief Merchandising Officer of food, essentials, and beauty, focusing on improving operational efficiency and enhancing the shopping experience [1] - Rick Gomez, Chief Commercial Officer, will depart, and Jill Sando, Chief Merchandising Officer for apparel and accessories, will retire, both assisting in the transition [1] Strategic Focus - The leadership changes aim to strengthen merchandising authority and elevate guest experience, aligning talent with key roles to simplify the company's structure [1] - The new leadership is expected to drive strategic moves and execute plans for Target's future [1]

I think there are only two types of companies. For private companies, they're growing at insane rates or they're unfundable. And for public companies, they're accelerating and not decelerating.And whichever category you're in, it's a waste of. ...

Name an unknown company today that’ll be very well-known in 10 years. ...