Today's Stock Investing Pulse
Devon Energy’s $8B Marcellus Asset Offer Signals Aggressive Growth Post-Merger
Devon Energy completed its merger with Coterra, creating a larger diversified oil and gas operator. Stone Ridge Asset Management has signaled an $8 billion opening offer for Devon’s Marcellus assets, and the combined company expects to lift its dividend by roughly 30%.
RPV: This Pure Value ETF Is A Reliable Player For Uncertain Conditions And Long Term
Invesco’s S&P 500 Pure Value ETF (RPV) earned a buy rating after demonstrating resilience and outperformance in the volatile markets of 2026. The fund posted a 3‑year average total return of 14.3%, trading at 14.4× earnings and 1.5× book value. With a low 0.35% expense ratio, solid liquidity, and attractive dividend yields, RPV outpaces peers on price momentum. Its sector tilt toward energy, basic materials, healthcare and other defensive areas positions it to benefit from risk‑off sentiment and commodity tailwinds.
Vaxart Inc (VXRT) Q4 2025 Earnings Call Transcript
Vertex Pharmaceuticals reported Q4 2025 revenue of $3.2 billion, a 10% quarterly increase, and $12 billion for the full year, up 9% year‑over‑year. Gross margin reached 85.7% and non‑GAAP net income rose 24% to $1.3 billion, underscoring strong profitability. New product...
Pzena: When a Value Index Stops Looking Like Value
Pzena Investment Management argues that the Russell 1000 Value Index has drifted from a pure‑value construct, now holding hundreds of mega‑cap technology names alongside traditional value stocks. The index’s broadened composition makes it resemble a broad market basket with a...
True Margin of Safety: Quality Business at Fair Price
Margin of safety isn't just about price. A cheap stock with a bad business isn't safe. Real margin of safety comes from buying quality businesses at reasonable prices. Good businesses protect your downside. A fair price protects your returns.
AI Can't Beat Markets; Hedge Funds Already Arbitrage Any Edge
While I think there are some great use cases for AI to do investment research (got an investment thesis, let it help crunch the data, or sift through a zillion 10-K filings to spot which companies match your criteria), I...
Excelsior: Opportunities In Growth-Oriented Silver Producers – Part 16
Excelsior’s latest newsletter spotlights growth‑oriented silver producers amid a surge in silver prices, which have hovered between the low $70s and low $90s per ounce. The metal is now trading at the highest average quarterly price ever recorded, driving heightened...
Value Manager Smead: 'This Is One of the Most Overvalued Markets in U.S. History'
The episode examines the current overvaluation of the U.S. stock market, with value manager Bill Smead warning that metrics like the CAPE ratio and Buffett’s indicator place it in the 95th‑100th percentile of historical valuations. Smead explains his disciplined, low‑risk...
1 Software Stock to Buy Before It Rebounds 33%, According to Wall Street Analysts
Wix (WIX) has rebounded 50% from its February lows after a sharp 75% decline, driven by a solid fourth‑quarter earnings beat and aggressive AI investments. Analysts now see a further 33% upside, with a median price target of $125 versus...
Shift From Efficient Frontier to Temporal Risk Management
I created a tool to visualize your sequence risk in a portfolio. We talk a lot about the "efficient frontier", but the EF turns investing into a performance chasing and alpha optimization problem. The average investor doesn't care about this...
Hold Index Funds Through Volatility, Not Market Predictions
Buying and holding index funds through highs and lows is a great strategy. But i bet if you saw this chart in 2013- You would've guessed the market is about to crash.
This AI Server Stock Is Set for a 50% Rally, According to Bernstein
Bernstein upgraded Dell Technologies to an outperform rating, lifting its price target to $220 from $180, implying a 53% upside. The firm highlighted Dell's record AI‑server performance in Q4 FY26, with $9 B in revenue, $34.1 B in orders and a $43 B...
Small and Mid Caps Ultra‑cheap, Primed for Multi‑year Rally
Valuation dispersion is extreme. Small and mid caps are producing strong earnings but trading at crisis-like valuation discounts. This is still one of the largest valuation gaps in decades. * Mid caps trade 21% cheaper than large caps * Small caps trade 26%...
2 Warren Buffett Stocks to Buy Hand Over Fist in March
Warren Buffett‑linked Berkshire Hathaway continues to hold Apple as its top equity, now representing 23% of the portfolio after trimming the stake from a peak of 40%. Apple’s recent partnership with Google’s Gemini AI model gives the tech giant a...
9 Best Aluminum and Aluminum Mining Stocks to Invest In
Aluminum prices surged to a four‑year high of $3,418 per metric ton after Middle East supply shocks, prompting analysts to flag the sector as volatile. A new ranking of nine aluminum and mining stocks, compiled by counting hedge‑fund holdings in...
Price Alone Misleads; Focus on Earnings Power
I’ve been bullish on $AVGO for years, and it has continued to perform exceptionally. The temptation of every investor is to look at a stock that has performed this well and simply assume the opportunity has passed. But the reality is that...
Inflation Has Broken the Steady 60/40 Portfolio. Bank of America Gives Other Ways to Diversify
Bank of America warns that the classic 60/40 portfolio is faltering in 2026 as inflation and stagflation push stocks and bonds into positive correlation, eroding the model’s defensive edge. The iShares Core 60/40 Balanced Allocation ETF has barely moved YTD...
UBS Maintains a Hold Rating on Apple (AAPL) As Shipmments Drop in China
UBS analyst David Vogt kept a Hold rating on Apple (AAPL) with a $280 price target, citing a sharp 37% year‑over‑year drop in iPhone shipments in China for January 2026, down to roughly 2.2 million units. The decline follows a 14%...
SaaS Giants Trade at Sky‑high EV/Sales Multiples
15 Most expensive SaaS stocks by Forward EV/Sales $PLTR — Palantir — 51x $NET — Cloudflare — 26x $APP — AppLovin — 21x $CRWD — CrowdStrike — 18x $FICO — Fair Isaac — 15x $AXON — Axon Enterprise — 13x $SHOP — Shopify — 12x $DDOG —...
Market at Fair Value After 4% S&P Pullback
In order to help us visualize the various stress points in the market (and in case they get worse), I created several dashboards over the weekend. First up is the commodity & currency heat map. From left to right are the...
Follow-Up on "AWS: Pre and Post-ChatGPT"
The author revisits his earlier article warning about AWS’s long‑term outlook, sparked by the rise of ChatGPT and AI‑driven workloads. Reader feedback was notably more constructive, prompting a follow‑up that clarifies and expands on the original concerns. Additional analysis, including...
Broadcom Undervalued AI Play Targets $460
Check in – Broadcom Inc. (AVGO) Recommendation: STRONG BUY Price: $342.58 Intrinsic Fair Value: ~$450 (anchored on 25–27x 2026E EPS ~$17.51) 12-Month Price Target: $440–$460 (Base, +28–34%) Current Signal: TACTICAL BUY Entry Zone: $325–$335 (50-DMA support pullback) Fair Pricing: AVGO trades at 19.7x forward EPS amid 57% guided...
Morgan Stanley Likes These Tech Stocks the Most After Its Big Conference
Morgan Stanley’s recent Technology, Media & Telecom conference left analysts with heightened conviction in a select group of tech names. The bank’s top‑conviction picks—Amazon, Nvidia and Western Digital—each carry more than 40% upside based on 12‑month price targets. Analysts highlighted...
Barclays Upgrades Nike to Overweight, Says ‘Worst May Be Behind’
Barclays upgraded Nike (NKE) to an overweight rating, raising its 12‑month price target to $73 from $64. The analyst sees roughly 30% upside, despite the stock being down 12% YTD and 24% over the past year. Barclays cites recent operational...
Campbell Soup Company Is High-Priority for Income Watch Lists
Campbell Soup (CPB) is being flagged as a high‑priority income watch after its dividend yield surged above 6.7% following a steep price drop. The company’s balance sheet remains solid, with debt roughly twice equity and low leverage, allowing continued dividend...
Reviewing Check-Cap (MBAI) & Its Rivals
Check-Cap Ltd. (NASDAQ:MBAI) is a clinical‑stage medical diagnostics firm whose capsule‑based colon screening technology lags its peers on most financial metrics. The company reports a beta of 0.74, indicating lower volatility than the market, but its institutional ownership is only...
Biglari (NYSE:BH) and SSP Group (OTCMKTS:SSPPF) Head to Head Analysis
Biglari Holdings (NYSE:BH) and SSP Group (OTCMKTS:SSPPF) are small‑cap retail/wholesale firms that the article pits against each other across eleven metrics. Biglari generates $395 million in revenue, trades at a 1.86 price‑to‑sales multiple and reports a $37.5 million loss, while SSP boasts...
Janus International Group (NYSE:JBI) and Shimizu (OTCMKTS:SHMUY) Head-To-Head Review
Janus International Group (JBI) outperforms Shimizu (SHMUY) in a head‑to‑head stock review, beating the Japanese builder on nine of fourteen evaluated factors. Janus enjoys a higher analyst consensus rating, a 64% upside target and a lower price‑to‑earnings multiple (14.3x versus...
Lonestar Resources US (OTCMKTS:LONEQ) and Murphy Oil (NYSE:MUR) Head-To-Head Analysis
Murphy Oil outperforms Lonestar Resources US across all evaluated factors in a head‑to‑head comparison. Murphy boasts 78.3% institutional ownership, positive profitability metrics (3.83% net margin, 3.73% ROE, 2.01% ROA) and $2.72 billion revenue with a $0.72 EPS and a 45.28 P/E...
Head to Head Analysis: Ategrity Specialty (NYSE:ASIC) & Presurance (NASDAQ:PRHI)
Ategrity Specialty (ASIC) vastly outperforms Presurance (PRHI) on revenue, earnings and profitability, posting $424 million in gross revenue, $74 million net income and a $1.38 EPS versus Presurance’s $67 million revenue and a loss of $2.19 per share. The NYSE‑listed insurer also enjoys...
Zacks Research Estimates Glaukos FY2028 Earnings
Zacks Research lifted Glaukos Corporation's FY2028 earnings outlook to $1.68 per share, a stark reversal from the current consensus of a $1.08 loss. The company posted Q1 revenue of $143.1 million, up 35.6% year‑over‑year, though EPS remained negative at $0.28 versus...
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Understanding Long-Term Growth: Strategies for Investment Success
Long‑term growth (LTG) is an investment approach that seeks portfolio appreciation over ten years or more, typically using an aggressive 80% equity and 20% bond mix. The strategy aims to capture the higher return potential of stocks while tolerating short‑term...
Automate Small Paycheck Investments for Long-Term Growth
Every time you get paid, take a specific amount ($10, $20, $100, etc) and invest it. Don't know what to buy? Start with simple index funds, like VOO or VTI. Ideally, you should invest before your paycheck even hits (e.g 401k) Automate the...
Japan SaaS Stocks at 80‑90% Discount: Potential Generational Play
Many of Japan's leading SAAS companies are trading 80-90% below their 2021 peaks. Could this be a generational opportunity for investors? In the clip below hear Isabella Foley discuss Forager Funds Management's investment in a US$240m market cap healthcare SAAS firm that...
This Week’s Deep-Value Landscape: Acquirer’s Multiple Large-Cap Screen
The latest Acquirer’s Multiple® Large‑Cap screen highlights a cluster of capital‑intensive cyclicals, discounted financials and mature global franchises that are trading at historically low acquisition multiples despite robust operating income, free cash flow and active shareholder returns. Valuations remain anchored...
Bumble's Cash Flow Outpaces Valuation, Fueling Short Squeeze
Bumble is printing cash. Q4 adjusted EBITDA of $71.6m vs $63m guidance. Guides for $78m adjusted EBITDA in Q1 2026. Just $413m net debt end of 2026. No cash taxes for the foreseeable future. Should do ~$200m FCF in 2026...
Market Stays Resilient Despite Decade‑Long S&P Drawdowns
S&P 500 peak-to-trough drawdowns this decade: 2020 -33.9% 2021 -5.2% 2022 -25.4% 2023 -10.3% 2024 -8.5% 2025 -18.9% 2026 -3.4% (so far) Why isn't the market falling more? Why are investors ignoring the headlines? Are we due for a correction? https://t.co/4VHwh9ODKB https://t.co/jZPvMOVHiI
Exciting (But Crowded) Opportunities
In this episode, Tyler Crowe, Matt Frankel, and Lou Whiteman discuss how once‑sparse industries are becoming crowded with startups and IPOs, focusing on the space sector and the emerging nuclear power market. They highlight the rapid influx of launch companies,...
Lilly's Market Cap per Employee Rivals Tech Giants
One fun takeaway from my Lilly story: looking at $LLY from a market cap/employee ratio. Far more in line with tech giants like $META $GOOG $MSFT than pharma peers like $MRK $AZN $PFE: https://t.co/pVIADCH8AU https://t.co/FJE8JLIrmO
Energy's S&P Share Drops, Hedge Disappears
"In the 1970s, energy equities at 25% of the S&P provided a natural portfolio hedge — as oil rose, energy stocks rose with it, partially insulating diversified investors. At 3%, that internal offset has all but vanished." Jeff Currie of @OneCarlyle
MacroPass™: Jeff Clark's Latest Gold Mining Stock Pick
Jeff Clark of The Gold Advisor recommends a newly formed gold miner that controls a project with more than 2 million ounces of proven gold in Colombia’s prolific belt. The company, less than two months old, is fully funded, has begun...
Passive Investors Sell Value, Buy Pricey Stocks—Uncover True Value
The recent rotation from growth to “value”, passive investors, in actuality, are selling value stocks to buy expensive stocks. Confused? In this follow-up, we take our three-tier earnings valuation framework, introduced in the article, a step further to uncover...
Buffett Says Pricing Power Is Business’s Top Driver
1/ Here are the key takeaways from Markus Husemann-Kopetzky on Pricing If Buffett thinks pricing power is the most important factor of any business, then surely we should pay attention to it https://t.co/fOStBwEZMt
Oil Rally Tests Diversification Strategy
In this episode, Serena Tang explains how a surge in oil prices could undermine the traditional negative correlation between stocks and bonds that investors rely on for diversification. She outlines how the pandemic-era co‑sell‑off of equities and bonds was driven...
Oil Shocks Historically Slash Equity Valuations
Taking a look back to the 1930’s, we can see the various oil spikes over time. The top panel shows the 5-year CAPE ratio, and the bottom panel shows nominal oil prices in brown, and inflation-adjusted oil prices in purple...
Stagflation Looms as Iran Tensions Test Market Resilience
With the conflict in Iran becoming seemingly more contracted, the markets seem to be pricing in a less benign outcome despite what has been a Goldilocks backdrop of robust earnings growth, rising margins and productivity, hefty capex spending, an easing...
Podcast: Chris Waller of Plural Investing and Hidden Gem Investing
In a recent podcast, Chris Waller of Plural Investing and Hidden Gem Investing breaks down two high‑profile spin‑offs—GCI Liberty (GLIBK) and Seaport Entertainment (SEG). He explains why rights offerings on spin‑offs, championed by investors like Joel Greenblatt, can be compelling...
Higher‑Vol Strategies Shift Burden, Damage Manager Track Record
A lot of people ask me for higher volatility alternatives for "capital efficiency" reasons. And on it's face, it makes sense. Instead of putting $100 in a 10% vol strategy, you can just put $25 in a 40% vol strategy. But there are...
NVIDIA’s $120B Earnings Make Now Ideal Entry
NVIDIA makes $120 billion in net income a year. The stock is down from its highs. One week before the most watched event in AI — GTC 2026 — this may be the best entry point in over a year....
Arch Capital Group Stock: Is ACGL Outperforming the Financial Service Sector?
Arch Capital Group (ACGL), a $34 billion insurer operating across insurance, reinsurance and mortgage segments, has shown relative strength against the broader financial services sector. While its shares are down 7.1% from the 52‑week high, the stock rose 5% over the...
Large‑Cap Valuations at Historic Premium Over Small‑Mid Caps
The large-cap valuation premium is still near historical extremes. Large caps are trading at a ~28–36% premium to small and mid caps. That’s historically wide outside of the late-1990s tech bubble. The chart tracks forward P/E ratios for three indices: * Red: S&P 500...