The Wall Street Transcript

Interview with the Co-Founder and CEO: Vantage Corp. (NYSEAMERICAN:VNTG)

In an exclusive interview, Andresian "Andre" D'Rozario, Co-Founder & CEO of Vantage Corp. (NYSEAMERICAN:VNTG), discusses expanding into Western markets, navigating market volatility, M&A strategy, and ...
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It’s Not About Diesel Prices Increasing Costs for Trucking Companies, It’s About AI Increasing Productivity

Christopher Kuhn is an Equity Research Analyst at StoneX Group covering the transportation sector, with a particular focus on trucking, less-than-truckload carriers, intermodal transportation and ...
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Intermodal Providers Could Benefit Most From Union Pacific-Norfolk Southern Merger

Daniel Moore, Senior Research Analyst at Baird, outlines key transportation trends, including the driver shortage, rising fuel costs, AI in brokerage, and the Union Pacific-Norfolk Southern merger.
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Freight Upcycle Gains Momentum as Capacity Tightens

Christopher Kuhn, Equity Research Analyst at StoneX Group, shares market insights on transportation stocks, freight cycles, LTL carriers, AI integration, and key stock picks like Saia and C.H.
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Interview with the CEO: Pangaea Logistics Solutions Ltd. (NASDAQ:PANL)

Read our interview with Pangaea Logistics Solutions CEO Mads Boye Petersen on ocean freight demand, terminal expansion, fleet renewal, and market outperformance.
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Short-Term Strategy Centers on Trading War-Driven Market Swings

TWST: Please introduce your firm and tell us a little bit about your history. How long have you been in Hanoi, and why Hanoi?
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New Fund Targets the Infrastructure That Enables AI

Robert Thummel joined Tortoise Capital in 2004 and is a Senior Portfolio Manager and member of the Investment Committee. Mr. Thummel brings extensive investment and finance expertise, with frequent ...
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Oppenheimer Analyst on BDC Outlook: Why ARCC, GBDC, and OBDC are Pricing in Recession-Level Losses

Mitchel Penn, CFA, is Managing Director and Senior Analyst covering business development companies for Oppenheimer & Co. Inc. Prior to joining Oppenheimer, he followed business development companies ...
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Interview with the CEO: Legence Corp. (NASDAQ:LGN)

Jeffrey Sprau is Chief Executive Officer of Legence Corp. He became CEO in January 2025 and has served as a director since August 2025, shortly before Legence became a publicly traded company. Mr.
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Qnity’s Electronic Chemicals Franchise Looks Undervalued

TWST: Would you start by introducing your coverage area and what you focus on? Mr. Mitsch: Basically, my coverage spans the gamut of the ...
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Engineering Software Remains Resilient Despite Manufacturing Weakness

Jay Vleeschhouwer is Managing Director - Software Research at Griffin Securities. Mr. Vleeschhouwer has over 40 years of research analyst experience in the technology sector, including software, ...
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Interview with the Chairman and CEO: Palomar Holdings Inc. (NASDAQ:PLMR)

Mac Armstrong is the Founder, Chairman and Chief Executive Officer of Palomar Holdings Inc., guiding the company through its initial public offering on the NASDAQ in 2019. Prior to founding Palomar in ...