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Daily Beat Sheet (07.29.2025)

From a sleepy life sciences spin-off to a data-driven diagnostics powerhouse, Revvity $RVTY has spent the past two years rewriting its playbook. 

The Beat Report
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Whether markets are full of chop or trending higher, bonds offer a versatile haven for our portfolios.

Take a look at inflation-protected securities, commonly known as TIPS. 

In inflationary environments...

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From the desk of Steve Strazza @Sstrazza

Our International Hall of Famers list is composed of the 100 largest US-listed international stocks, or ADRs.

We've also sprinkled in some of the largest ADRs...

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This trade gets classified as a "Hard Trade."

The stock has had a strong runup in recent weeks. Some traders have a hard time buying stocks making highs.

I don't.

But with implied volatility relatively cheap right now in this stock,...

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In today’s Daily Digest, we’ll review the following:

  1. No new positions today.
  2. Adjustment to XLI position.
  3. No exits since the last report.
  4. Current status of open campaigns....
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I have been writing about patience for the longest time.

But now I'm finally seeing early signs that altcoins are setting up for an upside move.

As such, I'm increasing my exposure.

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Snowflake Inc $SNOW is absolutely on fire, breaking out of its coil with authority these past two days.

This is exactly the kind of explosive resolution we hoped for when...

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Tech stocks are taking charge as we kick off the fourth quarter, and I think it’s time to press the gas and prepare for a year-end rally.

When I review our portfolio of open positions I think we have a good mix, and I...

Breakout Multiplier
Breakout Blog

In today’s Daily Digest, we’ll review the following:

  1. New position in XRT (Retailers).
  2. No adjustments are needed today.
  3. No exits since the last report.
  4. Current status of open...
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The most notable insider activity on today's list comes via a Form 4 filing by Liberty 77 Fund.

The private equity fund, which manages approximately $2.95 billion in...

Hot Corner Insider
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From the Desk of Steve Strazza @Sstrazza

Welcome to The 2 to 100 Club.

In this scan, we look to identify the strongest growth stocks as they climb the market-cap ladder from...

2 to 100 Club
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As I've discussed recently, earnings season is quickly approaching. And with it comes risks and opportunities.

For today's trade, I'm going to leverage elevated options premiums in a nearby expiration to get a better net cost on the real call...

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Below is the 5th ASC Mastermind Lab Course. These are special videos that will be made available throughout the duration of the 12-week course featuring conversations with professionals from across Wall Street discussing topics in...

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Replays of all our past episodes are always available in the episode archives.