Topics covered: Value Investment, Value and Growth Investing, Upside in Small-Cap Stocks, Small-Cap Investing, Secular Growth Themes, Global Growth Equities, Balanced Investment Approach, All-Cap Investing
Companies covered: Biogen Inc. (NASDAQ:BIIB), Amgen Inc. (NASDAQ:AMGN), ACADIA Pharmaceuticals Inc. (NASDAQ:ACAD), Neurocrine Biosciences, Inc. (NASDAQ:NBIX), Alphabet Inc (NASDAQ:GOOG), Gilead Sciences, Inc. (NASDAQ:GILD), CBS Corporation (NYSE:CBS), Orion Energy Systems, Inc. (NASDAQ:OESX), Wendy's Company (The) (NASDAQ:WEN), Freightcar America, Inc. (NASDAQ:RAIL), McDermott International, Inc. (NYSE:MDR), Freeport-McMoran, Inc. (NYSE:FCX), Deckers Outdoor Corporation (NYSE:DECK), CSX Corporation (NYSE:CSX), Amazon.com, Inc. (NASDAQ:AMZN), Internap Corporation (NASDAQ:INAP), Geo Group Inc (The) (NYSE:GEO), eBay Inc. (NASDAQ:EBAY), Apple Inc. (NASDAQ:AAPL), Sempra Energy (NYSE:SRE), IHS Inc. (NYSE:IHS), FactSet Research Systems Inc. (NYSE:FDS), Stericycle, Inc. (NASDAQ:SRCL), Illumina, Inc. (NASDAQ:ILMN)
