US Valuations Close Gap as Earnings Expectations Rise
"US equity valuations have narrowed their gap with non-US markets as earnings expectations have risen further" - GS https://t.co/hjq1MKlS8K
China's Consumer Rebound Hinges on Three E‑commerce Giants
China's consumer rebound isn't a headline. It's a tape. Alibaba, JD, Pinduoduo: the three names that make or break the story. @KraneShares lays it out. https://t.co/87UdsGYIfb
MCCK’s Undervaluation Proved Right, Shares Jump to $71
Wrote this about $MCCK last July: "Mestek reported their Q1 results last week. Cash, and investments were $280 million as of March 31 which equates to $37/share. Shares currently trade at $43.00/share and Mestek has just $8mm of debt. Wild. I obviously...
Oil CEOs Reject Drill Push, Sell Their Shares
Chris Wright and Doug Burgum got on a call with 200 top oil and gas executives and begged them to drill more. They all said no. High prices won't last. Not a good investment. Instead oil executives are selling their own stock....
Retail‑Fueled ETF Hits $1B, Proving Passive Market Impact
WSJ: "The Roundhill Memory ETF launched on April 2 with little fanfare and no major seed investors. The fund has gathered more than $1 billion in assets in less than two weeks, rare for any ETF and an unprecedented feat for...
High‑valued Headline Stocks Crumble in Market Corrections
Often, the stocks that you see in the headlines have lofty valuations, making them vulnerable during market corrections. https://t.co/U1r9TiakDy
GEV's Orders Surge 71% with Margin Boost
$GEV: strong revenues/order momentum continues along with profitability w margins beating by 230 bps. Total orders of $18.3bn were +71% organic y/y - Power orders +10%, Wind orders +85% and Electrification orders +86%.
Buy Stocks, Trade Volatility: Long-Term Gains, Mean‑Reverting Risk
I don't have a crystal ball. Can't predict next week. But I know two things: 📈 Stocks go higher over the long term 📊 Volatility always reverts to the mean As a former VIX market maker → buy & hold stocks, actively trade volatility. Just...
BLDR Undervalued: Massive Cash Flow, Housing Shortage Persists
Market is throwing out the baby with the bathwater on $BLDR. Down 28% in 2025, another 20% in Q1 2026. Yet $875MM in free cash flow, 10-13% FCF yield, and zero growth priced in. Structural US housing shortage isn't going away. Pitch by...
Equities Remain the Only Consistent Long‑Term Winners
Why equities outperform in the long run Over time, no major asset class has consistently beaten equities. #Investing #LongTermInvesting https://t.co/ci1DFjR8Pg
FDA Expands Tzield to Toddlers, Boosting Sanofi's Valuation
FDA expands Sanofi’s Tzield💉 to age 1 — expands TAM, re-rates Sanofi; catalyst vs limited pediatric data and commercialization risk; watch earnings for uptake. Insight: accumulate on pullbacks. — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
OpenAI's $1.5B DeployCo Bet Signals AI‑PE Shift
OpenAI plans up to $1.5B into DeployCo JV (initial $500M equity; $10B valuation). Macro: AI capital shifts into PE. Key factor: equity leverages deal flow. Trading insight: overweight AI infrastructure/PE-linked names. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
Northern Star Posts Strong Q3, Gold Sales Surge
Northern Star Resources (NST) delivered a strong Q3: sold 418k oz gold, generated $324M cash flow, and boosted net cash to $1.1B. Full-year guidance firmly on track. Gold
Patience Beats AI Switching: Discipline Wins Long-Term Returns
💡 The core principle of mutual funds is simple: Buy at lower valuations Acumulate more units Stay invested through cycles. There is **no fund that stays on top forever.** Performance rotates. Patience wins. ⚠️ Constant AI-driven switching can break the very logic of long-term wealth...
Persistent Systems Posts 16% Revenue Growth, 24th Straight Quarter
Persistent Systems reported Q4 FY26 revenue of $436 million (16.2% YoY growth, 3.2% QoQ), marking the 24th consecutive quarter of revenue growth, with full-year FY26 revenue reaching $1.65 billion (17.4% YoY growth) EBIT margin for Q4 came in at 16.3% (up...
Active iCAP Strategy Delivers Megatrend
Want growth from AI, clean energy & other megatrends, but worried about volatility? iCAP is an active strategy investing in top innovators, with built-in risk management. A different approach to betting on the future. Investing
Early Research Spotlights Celestica’s 35x Stock Surge
Celestica $CLS an AI winner so many probably still do not follow Shares have risen to $400 from $11.50 in 2023. I caught onto it August 2023 around $22/share Nothing beats fundamental research for growing your wealth as an investor And nothing...
Pick Your 5‑Year Equal‑Weight Investment Choice
Which of them would you buy at 50-50 weight at today’s valuation for the next 5 years if the condition is you must hold for the entire 5 years?
Rapid Revenue Doubling Justifies Sky‑high Valuation Multiples
Paying 30x revenue for a company growing this quickly doesn't strike me as crazy Cursor is doubling its revenue every three months For example $SNOW flake went public in late 2020 at ~80x sales while growing "only" 120% annually
Trust Banks Accelerating, Still a Long‑term Buy
Trust banks like NTRS and $STT below have been accelerating in recent months & still represent one of the better areas within Financials. This sector has finally come to life in recent weeks, & while STT has certainly gotten overbought, i...
Sell Choice Matters as Much as Asset Selection in Rebalancing
When it's time to rebalance, where you sell matters just as much as what you sell. https://t.co/WhFKGHqYb3
P.F. Chang's Plans IPO Within Two Years
Jim Mazany, CEO of P.F. Chang's, said at the Restaurant Leadership Conference that the company is planning an IPO in two years. The Asian chain went private in 2012.
Commodities Win High Inflation;
GS: Commodities have tended to outperform in periods of high and rising inflation but with falling inflation real estate and infrastructure stocks have tended to perform better https://t.co/uKhMnG8nTd
Adobe Counters AI Skeptics with Enterprise Push and $25B Buyback
At the $ADBE investor session. Bear case has been “AI kills Adobe.” Today’s counter: agentic CX Enterprise, GenStudio content supply chain, Jensen on the keynote stage, and a fresh $25B buyback through 2030. Offense, not defense. We will see… https://t.co/NugdF0BBaj
Cheap Stocks' Historical Edge Vanishes Post‑GFC
For most of modern history, a cheat code was to own the cheapest 30% of the market based on P/CF; you would have outperformed the most expensive 30% by ~3.6% per year. That has broken down since the GFC, &...
Firefly Aerospace to Release Q1 2026 Results May 4
Firefly Aerospace to announce First Quarter 2026 financial results on May 4, 2026 https://t.co/Kg4DJTQoW0 $FLY https://t.co/1g3M7Ez5Wu
A2 Gold Launches 2,500‑m Drill
A shift from scouting to measuring, that's how JV describes @A2GoldCorp's 2,500-meter core drill program that just got underway at Eastside. It's focused on both resource definition and expansion. On tap: a stronger resource statement. Major Buy for us: https://t.co/knz4DZJ6NI
Energy Remains Structurally Under‑Owned in S&P 500
S&P 500 Energy as a share of the total S&P 500. Energy is still structurally under-owned https://t.co/d3AFCGEo9G
Robustness Ratio Reveals True Competitive Strength
Nick Sleep's "robustness ratio," introduced in his 2005 Nomad Partnership letter, offers a fascinating lens through which to view a company’s competitive strength. The idea is simple yet powerful 💡: The robustness ratio compares the value a company provides to...
Energy Stocks Poised for 10x Gains, Ignored
I sat down with @JosefSchachter, one of Canada's most respected energy analysts with 45+ years in the market. Crypto can be interesting, but energy stocks can easily do a 10-20x themselves. He told me energy stocks are about to 10x, and most...
High‑Quality Bonds: Simple, Reliable Diversifier for Equities
They're not foolproof (see: 2022), but high-quality bonds have been darn reliable diversifiers for equity exposure. Just add a bit of cash and you should be good to go. Sometimes the best answers really are the simplest ones. https://t.co/Eh3bgvN2Uz
Invest for 20 Years, Not Perfection: Choose Worthy Businesses
Nobody asks "is this the perfect marriage?" They ask "is this person worth building a life with?" Investors should think the same way. Not: "Is this the best stock in the market?" But: "Is this a business I'd be proud to own for 20...
Warren Buffett’s Sell Signals Predict Underperformance
With Fundamental Edge instructors Paul Johnson & Andrew Carr, we run the Applied Value Investing Certificate for Wall Street Prep (I don't consider myself a classic Value Investor by training, so Paul carriers the heavy lifting on Value Investing). On Friday...
IREN Should Remain Power Landlord, Not Neocloud
Lot's of people harping on $IREN because of this, and it's fair. In my report on neoclouds/power landlords, you can argue $IREN should just be a power landlord, not try and be a neocloud. https://t.co/ZqN97xWAFI
Banks See 7% Upside, Target S&P 500 at 7,650
JUST IN: The average 2026 S&P 500 target across 8 top banks is 7,650. Implying ~7% upside
Performance Chasing Undermines Moats, Prediction Markets Reveal
🔬 Research links: performance chasing behaviors, maintaining company moats, and analyzing prediction market data. https://t.co/5XjzGtBeBj image: https://t.co/kEt7UkA3wr https://t.co/vubYDKJDSc
Cloudflare Rebounds to $200s, Remains Top Software Pick
Still have whiplash from that panic selling in Cloudflare two weeks ago, but nice to see it stair stepping back into the 200s. Remains one of my favorite investment ideas in software land. (disclosure: long) $NET https://t.co/fqNKsf6sb0
OUST Posts Rapid Growth and Positive Q4 EBITDA
$OUST doing numbers. Company is exposed to all the right industries: - Physical AI - Smart infrastructure - Robotics Rapid revenue growth + Positive EBITDA in Q4.
Three Stocks Poised for AI‑Driven Wealth Surge
Thoughts? We discuss three stocks positioned to capture the next major wealth-building opportunity: Rocket Labs as a critical private space infrastructure play that will gain attention when SpaceX goes public, Micron as one of only three global producers of high...
ADTN Surges 146% Y/Y; Consider Long with Tight Stop
ADTN 52‑wk high $17.92; +146% Y/Y, mkt cap $1.45B. Drivers: Q4 beat, FCC exemption, analyst upgrades. Risk: TTM losses, possible overvaluation. Trade: scale into a long with tight stop. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
Oracle's AI‑driven Multicloud Surge Fuels Bullish Upside
Multicloud+AI demand underpins ORCL. Key: AWS tie, RPO $553B funds buildout. Risk: rising debt, dilution, near‑term negative cash flow. Trade: buy pullback to $120–140. Rebound to $200+. —Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Apple’s Low CAPEX May Signal Growth Risk
Let’s compare Big Tech companies’ CAPEX spending—is this a problem for Big Tech? $AAPL has barely increased its CAPEX over the past 10 years. Some investors view this positively, seeing Apple’s business as highly efficient. However, CAPEX investments for Big Tech...
Small‑Cap Value Is Cheap—VIOV Offers Low‑Cost Long‑Term Bet
Small-cap value stocks look cheap. The VIOV ETF is a low-cost way to bet on their comeback, focusing on profitable small companies. Long-term play. Investing
Buffett's Pass on Tech Shows Discipline, Not Error
Buffett passed on Google, Amazon, and Walmart. Not because he was wrong about the businesses. Because he wasn't sure he understood them well enough to act with conviction. That's not a miss. That's discipline wearing a disguise.
Weighing Cash War Chest Against Full Market Exposure
Should you hold a cash "war chest" or stay 100% invested? There is no right or wrong answer, but there are two distinct schools of thought. Here is the breakdown of Optional Value vs. Cash Drag 🧵👇🏻
Stay Calm: Emotion Is the Real Investment Risk
Staying calm when others panic. Calm investors make better decisions. Emotion is often the real risk. #InvestorBehaviour #LongTermThinking https://t.co/0wls8rC4o1
Tech Stocks Deeply Discounted vs Projected Earnings Growth
Relative to projected earnings growth, the Tech sector is trading at a steep discount. via SocGen Kabra
Focus on Risk‑return, Not Fancy Financial Engineering
Financial engineering does not make a good product Risk always comes back It’s boring to say but this is why you focus on risk vs return and create allocations
LYC Posts 115% Revenue Surge on Strong Ex‑China Demand
$LYC pretty reasonable quarter with A$ revenues up 115% y/y on continued high pricing and first production of Dy/TB and Sm. Op margin looks good. The company cites continued strong ex-China demand for its products. During the qtr it extended...
IHP Thrives, ShareScope's Valuation Improves, Dividend Up
#IHP Update reads well and Transact platform continues to grow. ShareScope has fwd p/e 17 falling to 15.2 and fwd Divvy 3.8% rising to 4.2%; lot to like and nice payout. I don't hold.