Group 1 - Investors are losing interest and patience in small and mid-cap stocks despite some delivering strong results in a shaky macroeconomy [1] - The Q2 earnings season is highlighting this trend among investors [1] - The article references the author's extensive experience in technology and startup sectors, indicating a knowledgeable perspective on current industry themes [1]

Group 1 - The article discusses Great Lakes Dredge & Dock Corporation (NASDAQ: GLDD) and its recent performance, highlighting that it is being analyzed for the first time since mid-2024 [2] - The company is part of a portfolio managed by The Insiders Forum, which focuses on small and mid-cap stocks with significant insider purchases [2] - The goal of The Insiders Forum is to outperform the Russell 2000 benchmark over time, with the current portfolio consisting of 12-25 top stocks across various sectors [2]

Group 1 - Sturm, Ruger & Company, Inc. (NYSE: RGR) reported quarterly results that exceeded analyst expectations for both top and bottom lines [2] - The stock has experienced a decline of approximately 25% since its recent highs [2] - The Insiders Forum focuses on small and mid-cap stocks with significant insider purchases, aiming to outperform the Russell 2000 benchmark [2]

Group 1 - The investment approach during the Q1 earnings season focuses on careful single-stock selection, particularly in small and mid-cap stocks that are insulated from macroeconomic shocks [1] Group 2 - Gary Alexander has extensive experience in covering technology companies and advising seed-round startups, contributing to themes shaping the industry [2]