Know What's Happening in Stock Investing
Know What's Happening in Stock Investing
Zillow upgraded to Buy as $1.25B share repurchase lifts outlook
Zillow received a Buy rating after Compass withdrew its lawsuit, clearing a major legal hurdle. The stock now trades at an attractive 11.4× FY26 EV/EBITDA, and management announced a $1.25 billion share repurchase, roughly 13% of outstanding shares.
The article spotlights ten non‑tech stocks deemed optimal for a five‑year hold, positioning them as the core of the emerging HALO (Heavy Assets, Low Obsolescence) investment trend. It argues that investors are rotating out of AI‑centric Mag 7 names toward sectors like consumer staples, energy, industrials, materials, and utilities that possess durable physical assets. The selection methodology filters for companies with at least 20% projected EPS growth, ranks them by hedge‑fund ownership, and requires recent catalyst‑driven news. Amentum Holdings’ $112 million European nuclear decommissioning contract and Karman Holdings’ Utah plant expansion illustrate the type of tangible, long‑term opportunities the list targets.
A new Yale working paper challenges the ubiquitous “100‑minus‑your‑age” rule for equity allocation, showing it costs investors about 2 % of lifetime consumption compared with the true optimum. The research treats future salary as human capital—a bond‑like asset that dramatically shifts...
Morningstar’s equity research team reassessed the economic moats of 132 technology‑adjacent companies, downgrading roughly 40 stocks as artificial intelligence erodes traditional competitive advantages. The analysis highlighted moat cuts for enterprise‑software leaders such as Workday, Adobe, Salesforce and ADP, while semiconductor‑design...
In this episode, hosts MedFaber, Wes Gray, and tax analyst Brent Sullivan dissect the growing "tax alpha" landscape, focusing on how investors can manage and mitigate tax drag, especially with concentrated stock positions. They explore a menu of strategies—from exchange...
Wheaton Precious Metals Corp. (WPM) granted a $1 million award to Cetos Water for a solvent‑based technology that turns mining wastewater into reusable water. The company reported fourth‑quarter silver production of 22,434 ounces, hitting the top of its guidance range, and...
Fortuna Mining Corp. (FSM) is highlighted as a top silver stock to watch in 2026, with analysts estimating a 22% upside. The company posted record Q4 cash flow of $132.3 million and a 40% revenue jump to $947.1 million for the full...
Interview with Jamie Halse of Senjin Capital. - Japan is in the midst of a corporate transformation - Significant upside in the small cap segment - Hitachi, Nintendo and Open House: better-managed companies in Japan - Software stocks are beaten down, IT services...
1/ Michael Burry made the argument that VIEs are fine because Mainland Chinese invest in them as well I think there's more nuance to it than that
Canaccord Genuity raised its price target for Ausgold Ltd. to $3.00 while keeping a Speculative Buy rating, citing an updated definitive feasibility study for the Katanning Gold Project. The DFS forecasts an average annual production of 121,000 ounces over a...
Caterpillar’s discounted cash flow model estimates an intrinsic share price of about $182, far below the current market level near $707, indicating a roughly 74% negative margin of safety. The analysis applies a 10% discount rate, 3% terminal growth, and...
Crocs, Inc. trades at an Acquirer’s Multiple of 6.70 and an IV/P of 1.4, indicating roughly 40% upside under conservative valuation. The company generates $659 million of free cash flow, delivering an 11‑12% FCF yield on enterprise value, and maintains a...
Position sizing is more art than science. I don't just size based on upside potential. I think about business quality, how bad things could get if I'm wrong, and how likely the thesis is to play out. The upside matters,...
CHANGE your investing mindset: 🇺🇸 The US stock market nearly $1 trillion less expensive today.
Investors confront two distinct threats to wealth: inflation and market bear markets. Historical data shows bear markets can plunge 20‑50% in months, with recoveries ranging from five months to seven years, while a steady 3% inflation rate trims purchasing power...
MELI is down 🔻35% from its 52-week high, meanwhile: • 25+ quarter of >30% revenue growth • 83 million unique active buyers (+24%) • Total payment volume of $83B (+42%) And now trading at its lowest valuation ever.
"We’ve been operating in what we see as an anomalous market environment for the past two years; specifically, the momentum-driven U.S. market has been one of the most extreme in history. [This] has also created compelling company-specific opportunities moving forward. [O]ur portfolios’...
Loomis Sayles emphasizes that true long‑term investing isn’t about dodging market swings but about holding high‑quality companies through them. The Growth Equity Strategies Team outlines a disciplined, differentiated approach to owning great businesses, with performance data current through December 31 2025. The...
This chart, which has been doing the rounds, shows one of the most hedged equity markets in years. That usually means fear is already priced in, and the risk asymmetry increasingly favors upside surprises rather than further panic selling. This chart...
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Total‑market index funds give investors a single‑ticket exposure to the entire U.S. equity market, tracking benchmarks like the CRSP Total Market Index or Russell 3000. Vanguard VTSAX, Schwab SWTSX, iShares IWV, and Wilshire WFIVX are highlighted for their low fees, diversification,...
Eos Energy Enterprises ⚡ 🔋 🇺🇸 $EOSE +244% 3Y 🟢 -61% 3M 🔴 🔴 🔴 - Non-Existent Margins - $702M Backlog - 116% 2028 Revenue CAGR - 234% 2028 EBITDA Increase - Demanding Valuation - 33% Below Consensus Price Target Strong outlook, but execution has struggled. Can the company deliver...
Investing legend Warren Buffett explains why he often prefers the stock market over real estate. Stocks can be bought or sold in seconds, while real estate deals can take months of negotiations. A powerful lesson in value investing, smart capital...
U.S. equities posted their worst weekly decline in nearly a year as an energy‑driven stagflation scenario unfolded following a sharp spike in oil prices tied to the closure of the Strait of Hormuz. The article attributes the shock to escalating...
Emerging‑market indices have outperformed both the MSCI World and the S&P 500 in early 2026, driven by easing inflation, a weaker dollar, and shifting investor sentiment. Forecasts show EM economies growing around 4 % this year, roughly three times the pace of...
A 5-minute industry DD framework for any new ticker: ✅ Geography: Is the competition local or global? ✅ Entrants: How high is the "Wall" (Barriers to Entry)? ✅ Profitability: Why is it what it is? (Cyclical vs. Structural) If you can't answer the questions...
It has been my thesis for the past 5 years that the “new” 60/40 is more like a 60/20/20. To illustrate this the chart below shows that a hypothetical 60/20/20 portfolio, allocated as noted in the chart, could have sharply...
Investors are struggling to price artificial‑intelligence companies because revenue models are still evolving and traditional valuation metrics lag behind rapid adoption. The article argues that AI’s impact is broader than past tech waves, but the market lacks reliable data on...
Many investors ignore dilution. But if a company keeps issuing shares, your ownership percentage shrinks over time. Long-term investing isn’t about how big the company gets…it’s about how much each share becomes worth. #investingtips #investingstrategy #investingmindset
Zacks Investment Research highlights five no‑load mutual funds that combine strong three‑ and five‑year returns with low expense ratios, positioning them as attractive options amid heightened market volatility driven by geopolitical tensions and inflation concerns. The funds—spanning precious metals, semiconductors,...
The S&P 500 Dividend Aristocrats index for 2026 comprises 69 companies that have raised their cash dividends for at least 25 consecutive years. To qualify, firms must belong to the S&P 500, have a float‑adjusted market cap of at least $3 billion and...
Investors seeking high‑growth exposure are turning to small‑cap blend mutual funds, which target companies under $2 billion in market value. Zacks highlights three top‑ranked funds—Nuveen Quant Small Cap Equity, Federated Hermes Mid‑Cap Small Cap Core, and Fidelity Small Cap Stock—each holding...
Scott Kaufman of The Dividend Kings explained that dividend‑focused ETFs have surged 12% year‑to‑date as investors rotate from high‑growth, AI‑centric stocks to value‑oriented, cash‑flow‑rich companies. He highlighted that many SaaS and growth names are now overvalued, while low‑break‑even oil producers...
The FAST Graphs video series highlights that despite the S&P 500’s overall high valuation, many constituents remain attractively priced. Chuck Carnevale demonstrates how to use earnings yield, dividend yield, and cash‑flow multiples to pinpoint stocks offering growth, income, or both. Companies such...
Texas' economy reached $2.77 trillion in 2024, added 132,500 jobs in 2025 and now ranks as the world’s eighth‑largest, surpassing nations like Canada and South Korea. The state’s pro‑business environment—no personal or corporate income tax, low operating costs, and 54 Fortune 500 headquarters—has...
A cheap stock with a bad management team is not a good investment. Valuation means nothing if the people running the business are misallocating capital, chasing the wrong metrics, or treating the company like their personal piggy bank. I look for leaders...
Capital Group Private Client Services Inc. sold 342,712 shares of VICI Properties in Q3, reducing its holding to 8,431 shares worth about $275,000, a 97.6% decline. Meanwhile, several hedge funds—including NewEdge Advisors, Woodline Partners, and Savant Capital—expanded their VICI positions,...
In this episode, Alexander Ropers, founder and CIO of Atlantic, explains his firm’s disciplined, concentrated value strategy that targets mid‑cap industrial, product and service companies (US$2‑20 billion) while avoiding high‑tech, biotech, and opaque financial sectors. He emphasizes the importance of margin...
This circles back to investing consistently through Dollar Cost Averaging in a low-cost passive index fund that tracks the market. Remember, "Time in the Market, Beats Timing The Market." 📣 https://elmads.com/?p=4958 — The Power of Cost Averaging Investment Strategy
Since you have a lot of free time on your hands now @matt_oppy, I would suggest running some quick numbers (can even have Claude do it for you) on what an accelerated buyback program could mean for the long-term share...
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...
.@Iceye 2025 financials: Revenue doubled, to $294M, & will double again this year; $153M in operating cash flow; EBITDA over $176M; $1.76B in backlog. https://t.co/FaGdnli5TX https://t.co/IqCzJ853gK
. @AlamosGoldInc $AGI top pick ~1M oz by 2030, low-cost North America ops, falling AISC, net cash funding growth, undervalued vs peers. Best mid-tier leverage to gold.
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...
Sony at 13x EV/EBIT ahead of the GTA 6 release on 19 November 2026 https://t.co/FBeFJ5c7Bp
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...
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.
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’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...
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...
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...
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...
