Today's Stock Investing Pulse
Buffer ETFs Offer Downside Protection for Cash‑Shy Investors
Goldman Sachs and Innovator analysts say buffer ETFs can help advisors bring cash‑shy clients back into equities. The funds embed predefined downside buffers of roughly 5%‑15% while preserving upside potential, letting investors hold a diversified basket with limited loss. The built‑in loss limits reduce the psychological barrier of market volatility.
The Really Long Game
Vishal Niveshak announces his new book *The Long Game*, now available for pre‑order with shipping slated for the end of February 2026. The work distills lessons from 30 seasoned investors on cultivating patience, resisting short‑term market noise, and building a temperament that compounds wealth over decades. Pre‑orders are priced at ₹1,799 in India and $50 internationally, each including a hand‑illustrated art card featuring Warren Buffett and Charlie Munger. The book frames long‑term investing as a cultural practice rather than a tactical shortcut.
Airbnb Hits 9M Listings, Bookings up 10% YoY
Airbnb Q4 FY25 letter: "We ended 2025 with over nine million active listings around the world. During Q4 FY25, active listings grew relatively in-line with the YoY increase of Nights and Seats Booked [+10% YoY.]"
Investing Notes
Greenlight Capital highlighted Global Payments (GPN) after re‑acquiring shares at $77.85, noting its two‑step deal to sell issuer processing and acquire Worldpay. The firm projects $5 billion of free cash flow by 2028 and plans to return roughly $7 billion to shareholders,...
Record 76 Dividend Hikes, 33 Sustain Decade‑long Growth
There were a record 76 companies that increased dividends last week 33 of these companies have also managed to increase dividends for at least a decade The companies include:
Nothing But Net
The Security Analysis Podcast’s Feb 14, 2026 episode reviews Mark Mahaney’s book *Nothing But Net*, which distills ten timeless stock‑picking lessons from a veteran tech analyst. Mahaney, an early internet‑era analyst, survived both the dot‑com bubble and the 2008 financial crisis while...
Weekly Summary
This week’s Value Investing World roundup highlighted several investment themes. Ian Cassel’s “From Disaster to Triumph” case studies underscored resilient micro‑cap turnaround strategies, while Ben Thompson’s conversation with John Collison explored AI‑driven advertising and its implications for SaaS. Multiple analysts—including...
Why TAA Is Performing Well Now: Outperformance Attribution
Tactical Asset Allocation (TAA) strategies have outperformed the traditional 60/40 benchmark throughout 2025 and into early 2026. A detailed attribution shows 57% of the excess return stems from the diversified asset mix TAA typically holds, while 43% comes from active...
Amazon: 2026 Update
The author has refreshed his proprietary Amazon valuation model using the company’s latest 10‑K filing, projecting financial performance through 2026. The update incorporates recent trends in e‑commerce, cloud services, and advertising revenue streams. Detailed assumptions and calculations are hosted behind...
Uncommon Sense: Warren Buffett in Milan
In May 2008 Warren Buffett concluded a four‑day European roadshow in Milan, where he fielded questions from MBA students about investing, management, and life. The trip was part of Berkshire Hathaway’s hunt for family‑owned businesses to add to its decentralized...