Know What's Happening in Stock Investing
Know What's Happening in Stock Investing
Qualcomm launches $20B share buyback and raises dividend
Qualcomm announced a $20 billion share repurchase program and increased its quarterly dividend to $0.92 per share, aiming to bolster investor confidence amid challenges in its smartphone business and a push into AI‑driven markets.
Heritage Global Inc. (NASDAQ:HGBL) operates a multi‑segment distressed‑asset platform that trades at less than 70% of book value and roughly 5.5 × EV/EBIT, placing it near liquidation pricing. The San Diego‑based firm has posted profits every year since 2018 and exhibits counter‑cyclical earnings, outperforming during economic slowdowns such as the 2020 pandemic and the 2022 rate‑hike cycle. Recent EPS of $0.10 (2025) and $0.14 (2024) are modest, keeping the stock suppressed despite a historical average of $0.21 per share over eight years. Analysts see a potential upside if a broader U.S. slowdown boosts distressed‑asset demand.
BlackRock CEO Larry Fink, Charles Schwab market analysts, and J.P. Morgan researchers all warned investors that trying to time the market can slash long‑term returns. Their coordinated message stresses staying fully invested through volatility.
While the leveraged crowd was getting margin called, here's what they left behind. $MSFT at 20x forward. Below the S&P 500. $META at 21x. $GOOG at 23x. Cheapest Mag 7 valuations in years. Earnings still growing 12.5%. The stocks got cheaper. The businesses didn't.
I am at a stage in life where my main objective is to pass along to others the principles I have learned over the last 60 years that have helped me and that I think can help others. I believe...
Insider sales at Waste Management (WM) and Ionis Pharmaceuticals (IONS) total roughly $25 million and a comparable amount, respectively, but both companies retain strong fundamentals. WM boasts an 80% institutional ownership base, a 1.65% dividend yield and potential inclusion in the...
Warren Buffett’s approach is simple: stay rational when others aren’t. Value investing is less about IQ and more about temperament, patience, and consistency in the stock market. Most investors lose money not because they lack intelligence, but because they lack discipline.
Tim Travis @TimTravisValue on: * Blue Owl $OWL and $OBDC: Hidden Value in Private Credit Stocks? $MSDL * Why Asset Managers Like Blackstone, $KKR, and Blue Owl Are So Cheap * Energy Stocks Rally: $DVN, $OXY, and $EPD Breakdown * Assured Guaranty $AGO:...
The Nasdaq Composite slipped into correction territory, a 10% drop from its recent high, before a late rally limited the weekly loss to 2.1%. Analysts note that corrections occur every 1‑2 years, only a quarter turn into bear markets, and...
Full Deep Dive Thesis: Is ORCL a BUY at $153? Oracle at $153: Why Wall Street’s $50B CapEx & Debt Panic Just Created a Rare 35% Margin of Safety on a $553 Billion Contracted AI Backlog Recent Institutional Rating Upgrades: • JP Morgan...
In this episode, Sean Clark, CIO of Clark Capital Management, explains why markets historically overreact to crises with an initial dip of about 7% but then rebound strongly over the following months, urging investors to avoid knee‑jerk reactions amid the...
Jeremy Grantham, co‑founder of GMO, has built a reputation for spotting market bubbles and enduring career risk, from the Japanese asset surge to the dot‑com crash and the 2008 housing crisis. His quantitative value‑quality model delivered strong outperformance for decades,...
Josh Brown and Sean Russo highlight that only Apple and Alphabet remain on their Best Stocks list, yet both face technical weakness. Apple posted record Q1 2026 revenue of $143.8 billion and $30 billion in services, but its price is testing the...
A new working paper demonstrates that a simple adjustment to the cyclically adjusted price‑earnings (CAPE) ratio—aligning index constituents and applying market‑cap weights—significantly sharpens its ability to forecast ten‑year equity returns. The revised Component CAPE delivers an out‑of‑sample R² of 0.575,...
The 10-3 Treasury Yield Curve is as steep as it has been since July 2022 after the 10-year spiked over the weekend. Historical playbook Every cycle: * Curve inverts → tightening / late cycle * Growth slows / recession risk builds * Fed pivots →...
3M India’s EBITDA margin reached 19.7% in the first nine months of FY26, the strongest since FY13. The firm has passed on commodity inflation and a weakening rupee to customers, but a negative 0.37 correlation between INR depreciation and margins...
Yes, this recent bout of volatility hasn't been fun for investors, but remember, volatility is the toll we pay to invest. These three charts are timeless and always come in handy in times like this. Chart 1 - The average years sees...
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...
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...
Howard Marks: “Investment success doesn’t come from ‘buying good things,’ but rather from ‘buying things well.’” Takeaway: Entry price drives outcome.
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...
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...
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...
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 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...
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 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...
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...
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...
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...
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
If you're looking for a bargain, shares of ABT have been drifting downward. ABT has raised its dividend every year for the last 54 years in a row.
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...
Open Text stock faces uncertainty amid #AI integration challenges and enterprise software slowdown. (Ad Hoc News) #Technology #Stocks #Valuations #JVGpost https://t.co/XC8bWoPbBr https://t.co/qLf54XTRUB
CAPE has long been a cornerstone of long-horizon return forecasting. High valuations imply lower future returns. Low valuations imply higher future returns. Critics argue that its predictive power has faded. This paper pushes back. by @ebasilico https://t.co/GagZA56sWf https://t.co/3Zd7kxgT9K
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...
Fact: Major Market Corrections precede Metal and Resource stock manias - there are many examples in history including: 2009, 2015, 2020, 2025! And today. Gold now well off its lows ... https://t.co/mlzues0wR7
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
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...
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.
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
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...
New to the name... why have multiples continued to compress since IPO? 13x next years earnings $DLO
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...
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...
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 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,...
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...
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...
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,...
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.
