Core Insights - Intapp, Inc. (INTA) has not recovered from the tariff impacts that affected the market, particularly noted at the end of the MSc in Finance [1] Company Overview - Intapp, Inc. is highlighted as a company of interest due to its struggles in the aftermath of tariff-related market disruptions [1] Investment Strategy - The investment approach discussed emphasizes a long-term horizon, typically between 5 to 10 years, focusing on a balanced portfolio that includes growth, value, and dividend-paying stocks, with a particular inclination towards value stocks [1]

Core Insights - The Dow is experiencing its largest edge over the S&P 500 since the beginning of the year, with an increase of 0.9% compared to a decrease of 0.2% for the S&P 500 and a decrease of 0.8% for the Nasdaq [1][2] Performance Comparison - The Dow is outperforming the S&P 500 by 1.16 percentage points today, marking its largest one-day outperformance since January 27 [2] - Additionally, the Dow is on track for its largest outperformance against the Nasdaq since April 3, coinciding with the onset of tariff-related issues [2]

Group 1 - The Deutsche Bank US Transportation Conference 2025 is being held with 10 critical corporates in attendance, highlighting the importance of the U.S. transportation landscape [1][2] - The conference is particularly relevant given the current tariff issues that could impact trade and demand, making it challenging to recommend companies in this sector [3] - Rail is identified as a uniquely attractive subsector within transportation, offering both defensive and offensive characteristics, with all three Class 1 U.S. rail companies covered receiving favorable ratings [3]