Today's Stock Investing Pulse
Devon Energy eyes $8B offer as Stone Ridge targets Marcellus assets post‑merger
Devon Energy completed its merger with Coterra, creating a larger oil and gas operator. Stone Ridge Asset Management signaled interest in Devon’s Marcellus assets with an $8 billion opening offer, and the combined company expects to lift its dividend by roughly 30 %.
Small Caps Have Outperformed Since Tariffs: This ETF Can Help
American Century Investments’ analysis shows small‑cap stocks have outperformed large caps since the tariff‑driven “Liberation Day” last year, delivering a 32.9% return versus 23.8% for the Russell 1000. The outperformance is linked to lower interest rates, reshoring trends and comparatively cheaper valuations. Mike Rode recommends investors, especially those heavy in Mag 7 or AI names, diversify into small‑cap exposure. The firm’s actively managed ACSV ETF, launched in October with a 49‑basis‑point fee, has already beaten its category average on a year‑to‑date basis.
Blue Owl Capital Still a Buy but Will Remain Choppy Through Labor Day, TD Cowen Says
Blue Owl Capital remains a buy per TD Cowen, though the firm lowered its 12‑month price target to $14 from $16, implying about a 54 % upside from the latest close. Shares have slipped roughly 13 % after a $1.4 billion loan‑asset sale and...
Success Depends on Entry Price, Not Just Quality
Howard Marks: “Investment success doesn’t come from ‘buying good things,’ but rather from ‘buying things well.’” Takeaway: Entry price drives outcome.
MercadoLibre’s Ecosystem Creates Undervalued Founder‑led Moat
6 undervalued founder-led companies with real moats 👇 $MELI — MercadoLibre (31.07 Forward PE) MercadoLibre operates a closed-loop ecosystem: commerce → payments → credit → logistics. Over 60M fintech MAUs interact across multiple layers of the platform. Mercado Envíos delivers a majority of orders...
When AI Erases Moats, What Happens to Markets?
The piece argues that AI will erode traditional competitive moats, making five‑year cash‑flow forecasts unreliable and forcing a shift from discounted‑cash‑flow models to valuations based on current cash flow multiples. Drawing on Elon Musk’s first‑principles thinking, it challenges the century‑old...
How Rebalancing Helps Keep Your Portfolio on Track
Rebalancing restores a portfolio’s original risk‑return mix after assets drift due to uneven performance. Without periodic adjustments, high‑return, higher‑risk holdings can dominate, exposing investors to unintended volatility. The article outlines three main rebalancing methods—time‑based, drift‑based, and buy‑and‑hold—each with distinct cost...
Checking In on SILA Realty Trust
Six quarters after its IPO, SILA Realty Trust reports mixed results. The health‑care REIT maintains a low 30% debt‑to‑gross‑assets ratio and 2.2% average rent escalators, while its weighted‑average lease term extends to ten years by 2025. However, a high dividend,...
Dimensional Introduces First Active ETF Share Class for $7B US Micro‑Cap Portfolio
Dimensional Fund Advisors has become the first manager to offer an ETF share class for an actively managed mutual fund, attaching it to its nearly $7 billion US Micro Cap Portfolio. The move leverages new SEC exemptions and signals a potential...
Three Overlooked UK Stocks with Turnaround Potential
Fidelity Special Values, a contrarian UK value‑investment trust, highlights three undervalued stocks—DCC, Frasers Group and Standard Chartered—as turnaround candidates. DCC is refocusing on core energy services and renewable projects while trading at historic lows with accretive buybacks. Frasers Group leverages...
Seraphim: The Space-Focused Fund That's Ready for Lift-Off
Seraphim Space Investment Trust (LSE: SSIT) emerged as the top‑performing UK investment trust in 2025, climbing another 10% year‑to‑date. The trust gives private investors exposure to early‑stage space firms, a segment traditionally dominated by governments and defence contractors. Its portfolio...
BUI: Attractive Valuation And Growth Outlook (Rating Upgrade)
Analyst Cain Lee upgrades BlackRock Utilities Infrastructure & Power Oppty (BUI) to Buy, citing its 2.5% NAV discount and strong sector positioning. The fund is poised to benefit from rising AI‑driven data‑center power demand, with 71% of assets in utilities...
Why I Prefer This Strategy On Nvidia Instead Of NVDY
Nvidia’s dominant data‑center GPU market share and strong balance sheet keep it attractive, with a discounted cash‑flow model placing fair value near $226.6, implying roughly 29% upside. The YieldMax NVDA Option Income Strategy ETF underperforms because its covered‑call approach caps...
My Top 2 AI Stocks to Buy for 2026 (and Hold for Years)
Analyst Lyle Daly highlights Nvidia and Meta Platforms as the top AI stocks to buy and hold through 2026 and beyond. Nvidia posted $68.1 billion Q4 revenue, a 73% YoY increase, and maintains a 75% gross margin with a forward P/E...
Elliott's Multibillion Synopsys Bet Amid AI Chip Surge
Macro: AI-driven chip complexity raises EDA demand. Key: Elliott took multibillion stake in Synopsys; Nvidia tie, new CEO; shares −12%. Risk: activist margin push. Trade: accumulate SNPS on dips. —Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Midterm Dips Trigger ~32% Rebound Within a Year
Midterm years tend to see the largest peak-to-trough pullbacks. That's the bad news. The good news? Off the mid-term year low, stocks have never been lower a year later and up nearly 32% on average. https://t.co/yfCeUhC21k
Jane Street’s Q4 2025 13F Shows $95.9 B – 15% of $662 B Portfolio in SPY ETF
Jane Street Group’s Q4 2025 13F filing disclosed a $95.9 billion position in the SPY ETF, representing 15.4% of its $662.12 billion portfolio. The size of the holding, while typical for a market‑maker, raises questions about concentration risk for one of the...
Grantham Warns Against AI Hype, Emphasizes Value Investing
Few investors have seen more cycles than Jeremy Grantham. A conversation with the GMO Co-Founder on bubbles, value investing, AI exuberance, and environmental philanthropy. https://t.co/C8lWkLZ3g4 With thanks to @AlphaSenseInc, @MorningstarInc, and Ridgeline.
Gold Bull Market Doesn't Boost Chinese Jewelry Retailer
You would’ve thought that a Chinese retailer of gold jewelry should do well in a gold bull market. But no. https://t.co/I5hGQN1jn2
Dividend-Paying Companies Offer a Safer Bet with Capital Gains Uncertainty
Amid heightened uncertainty over capital‑gain returns, dividend‑paying stocks are re‑emerging as a defensive play. ET Intelligence Group highlighted ten Indian companies offering FY 25 dividend yields of 4% or higher, including Vedanta, Coal India and ITC. The yields are calculated from...
DLO's Post-IPO Multiples Keep Compressing To
New to the name... why have multiples continued to compress since IPO? 13x next years earnings $DLO
Mohnish Pabrai: Why Simple Ideas and Asymmetry Drive Outsized Returns
Mohnish Pabrai’s SXSW presentation highlighted that simple, fully‑committed ideas outperform complex strategies. He linked disciplined valuation, incentives and behavioral edges into a cascading "Lollapalooza" effect. Trust, exemplified by Costco’s pricing discipline, becomes a durable moat that compounds over time. The...
Chris Hohn Portfolio Analysis: Core Holdings, Concentration & Strategy
TCI Fund Management, led by activist investor Chris Hohn, reported a $53.6 billion equity portfolio that is almost entirely concentrated in its top ten holdings. The fund’s core positions include General Electric, Visa, Microsoft, Moody’s and S&P Global, reflecting a bias...
Activist vs Value Growth: Unlocking Japan’s Hidden Stock Potential
There are many approaches to investing in Japan. Senjin Capital uses shareholder activism to unlock the deep value trapped inside many small Japanese companies. Isabella Foley and @ForagerFunds take a different, but complementary approach, preferring stocks that are growing well...
15 Best Stocks to Buy According to Billionaire Seth Klarman
Billionaire investor Seth Klarman, who runs Baupost Group’s $5.2 billion 13F portfolio, reiterated his value‑focused philosophy in a May 2025 interview with Goldman Sachs’ John Waldron. He emphasized a strict margin‑of‑safety discipline, the need for differentiation, and a portfolio structure that...
5 Best Stocks to Buy According to Billionaire Seth Klarman
Billionaire investor Seth Klarman’s Baupost Group has added Union Pacific (UNP) to its 13F portfolio, now representing roughly 7% of its holdings. The railroad giant announced a $3.3 billion capital‑improvement plan for 2026, aiming to tighten its operating ratio despite macro‑economic...
Warren Buffett Steps Down, Leaves $373 Billion Cash Warning for Investors
Warren Buffett retired as CEO of Berkshire Hathaway, handing the reins to Greg Abel while the conglomerate closed 2025 with $373 billion in cash and Treasury bills. The cash pile, built on a series of stock sales and minimal new purchases,...
Invested Assets Growth Bolsters UBS Group AG (UBS) Net Profit
UBS Group AG reported a strong 2025 performance, with invested assets climbing 15% to over $7 trillion, reinforcing its status among the world’s largest wealth managers. Net profit rose to $7.7 billion, driven by a 56% jump in fourth‑quarter earnings to $1.2 billion...
Diversified Energy Stock Up 12% in 2026 as New $20 Million Stake Signals Conviction
Millstreet Capital Management disclosed a new $19.96 million position in Diversified Energy Company (DEC), acquiring 1,378,421 shares in Q4 2025, representing 4.5% of its $388 million portfolio. DEC’s shares have risen 19% over the past year, outpacing the S&P 500’s 15% gain, and...
Combine VOO and QQQM for Balanced Wealth Growth
If you could only pick two ETFs to build wealth… these are hard to ignore. VOO gives you the entire S&P 500 — 500+ companies, low fees, and steady long-term growth. QQQM focuses on the Nasdaq-100 — more tech, more growth potential,...
Trust, Leadership, Speed: Buffett’s Blueprint for Market Success
Warren Buffett breaks down the real secret behind success in the stock market: trust, leadership, and fast decision-making. Learn how value investing and smart capital allocation can accelerate wealth building and give you an edge in today’s investing world.
Finding Value in Numbers
In this episode, Mark Gandy interviews Issan Isani about his book *Finding Value in Numbers*, which offers a practical, math‑light toolkit for CEOs, finance directors, and board members to assess and create value in growing businesses. They discuss the importance...
JPMorgan: Undervalued Stock, Ideal Tech Portfolio Diversifier
Is JPM a BUY Right Now? My view: I believe JPMorgan Chase is undervalued at current levels. Even better, it’s a high-conviction diversifier for any portfolio that’s already heavily exposed to semiconductors and technology. Check out my latest thesis on Substack below
Exasol FY2025: The Turnaround Is Complete. Now Comes the Hard Part.
Exasol AG reported FY2025 results that confirm its cost‑structure turnaround, delivering $4.5 million EBITDA, $3.3 million net income and $4.3 million free cash flow. Annual recurring revenue in its focus verticals reached $29 million, but growth slowed to 10 % year‑over‑year, down from 24 % the...
SaaS Valuations Plunge, yet Growth Stays Robust
SaaS valuations have reset — but growth remains intact. Significant multiple compression - Median EV/Sales declined from 15–17x to 4–5x. Median subscription SaaS snapshot 👇 • EV/Sales: 4.7x • NTM Growth: 16.5% • 51 public companies • for SaaS companies (including device / fixed-capacity subscriptions and...
Expect Market Drops; Be Ready Before Buying Stocks
“About once every two years the market falls 10%. Every six years the market’s going to have a 25% decline. That’s all you need to know. You need to know that the market’s going to go down sometimes. If you’re...
What Happens To Stocks When Bond Yields Go Down?
The article explains that falling bond yields typically lift stock prices, as lower interest rates make equity cash flows more valuable and shift investor appetite toward riskier assets. A backtest using SPY and TLT from 2003‑2025 shows that going long...
Market Crashes Are Temporary; Long‑term Returns Exceed 10%
Remember, the Stock Market Crashed: 34% in 2020 57% in 2008 49% in 2000 36% in 1987 50% in 1973 89% in 1929 And then it recovered to all time-highs each and every time. Since 1926, the stock market has returned an average of over 10% per year. Don't...
Growth Alone Isn't Enough: Prioritize Low Dilution
SBC/Revenue vs NTM growth 👇 High growth ≠ shareholder-friendly $TEAM $FIG → strong growth, but SBC eats a large portion of value The best companies balance both $PLTR $APP $SHOP $ZETA → high growth with controlled dilution Low SBC = real operating leverage $MSFT $FICO $FTNT...
Russell Napier’s Warning: The Great Portfolio Reset
Russell Napier warns that investors face a "great portfolio reset" as bond markets lose appeal, U.S. equities become riskier, and financial repression intensifies. He argues that prolonged low‑interest rates will erode fixed‑income returns, prompting a shift toward real assets and...
Fundsmith Trims Big Tech, Adds Consumer and Niche Picks
Terry Smith's 2026 Fundsmith Annual Meeting: Sold: PepsiCo, Brown-Forman Halved: Microsoft, Meta, Alphabet Bought: EssilorLuxottica, Wolters Kluwer, Zoetis, Intuit, Magnum Ice Cream Full transcript: https://steadycompounding.com/transcript/fundsmith-terry-smith-annual-meeting-2026/
Low‑priced Financials: Opportunity or Hidden Trouble?
Sometimes things are cheap for a reason, but financials are one group that if you were waiting to buy it when it got cheaper, this is quite interesting.
Trash to Treasure: 3 Waste Removal Stocks to Minimize Volatility
The waste‑removal sector offers defensive, inelastic demand backed by heavy regulation and high entry barriers, making its leading firms attractive during market volatility. Waste Management (WM) leads with a $94 billion market cap, strong free‑cash‑flow generation and a 30% growth outlook...
Energy Gains From Multiples; Other Sectors Now Cheaper
WEI LI @BlackRock: Energy's surge has come almost all from multiple expansion... Tech, Discretionary, Financials are now wayy cheaper than they were on Dec 31st https://t.co/N3mpO9RuZr
Tech Forward P/E Near Long‑Term Median Since 1995
S&P 500 Expanded Tech Forward P/E Ratio.. right near its long-term median since 1995 @wisdomtreefunds https://t.co/gRuj8dp3hU
Sinopec Posts 36.8% Drop in 2025 Net Profit on Weak Petrochemical Margins, New Energy Substitution
Sinopec reported a 36.8% plunge in 2025 net profit to 31.8 billion yuan, driven by weaker petrochemical margins and accelerating substitution by new‑energy sources. Refinery throughput slipped 0.8% to 250.33 million tonnes, while petrol and diesel output fell 2.4% and 9.1% respectively....
Microsoft: Don't Jump To Conclusions From The Recent Share Price Rout
Microsoft’s shares have slumped more than 10% since the Q2 2026 earnings beat, prompting a wave of discount‑seeking investors. Despite the price rout, Azure’s revenue continues to expand at over 30% year‑over‑year, underscoring the cloud business’s resilience. Analysts, however, warn that...
Can SoFi Shares Thrive Through Maturity?
SoFi Technologies has evolved from a student‑loan refi platform into a full‑stack digital‑banking supermarket, now offering checking, savings, loans, mortgages, credit cards, trading and a proprietary stablecoin. The company posted $3.61 billion in 2025 revenue, a 35% YoY increase, with deposits...
FemTech IPO Outlook: Investors & Trends
FemTech is transitioning from a niche venture segment to a mainstream health‑tech investment theme, with the market valued at $9.12 billion in 2025 and projected to reach $10.67 billion in 2026. A surge in late‑stage mega‑deals—42 % of 2025 funding—has concentrated capital in...
Michelin: Why The Downside Isn't Fully Priced In Yet
Michelin is confronting a challenging macro environment, with 2025 sales projected to dip 4.4% to €26 billion and operating earnings expected to fall nearly 20%. Rising raw‑material, manufacturing and logistics costs are squeezing margins, which are forecast to contract from 12.4%...
Unity: High SBC And A Looming AI Threat, Sell
Unity Software (U) faces mounting pressure from open‑source AI‑enhanced game engines such as Godot, threatening its dominance in the real‑time 3D market. The company’s financials remain weak, with revenue growth stalled around 2% YoY, a net‑income margin of –21.78%, and...