Mobileye (NASDAQ: MBLY ) reported solid results in the second quarter, which is a positive given the potential impact of tariffs on the auto industry. Current strength is being driven by the core ADAS business, with Supervision volumes also exceeding Mobileye'sRichard Durant is the leader of Narweena, an asset manager focused on finding market dislocations that are the result of a poor understanding of a businesses long-term prospects. Narweena believes that excess risk adjusted returns can be achieved by i ...