Elliott's Multibillion Synopsys Bet Amid AI Chip Surge
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
DLO's Post-IPO Multiples Keep Compressing To
New to the name... why have multiples continued to compress since IPO? 13x next years earnings $DLO
Low‑priced Financials: Opportunity or Hidden Trouble?
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.
Activist vs Value Growth: Unlocking Japan’s Hidden Stock Potential
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...
Combine VOO and QQQM for Balanced Wealth Growth
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,...
Energy Gains From Multiples; Other Sectors Now Cheaper
WEI LI @BlackRock: Energy's surge has come almost all from multiple expansion... Tech, Discretionary, Financials are now wayy cheaper than they were on Dec 31st https://t.co/N3mpO9RuZr
Trust, Leadership, Speed: Buffett’s Blueprint for Market Success
Warren Buffett breaks down the real secret behind success in the stock market: trust, leadership, and fast decision-making. Learn how value investing and smart capital allocation can accelerate wealth building and give you an edge in today’s investing world.
JPMorgan: Undervalued Stock, Ideal Tech Portfolio Diversifier
Is JPM a BUY Right Now? My view: I believe JPMorgan Chase is undervalued at current levels. Even better, it’s a high-conviction diversifier for any portfolio that’s already heavily exposed to semiconductors and technology. Check out my latest thesis on Substack below
Tech Forward P/E Near Long‑Term Median Since 1995
S&P 500 Expanded Tech Forward P/E Ratio.. right near its long-term median since 1995 @wisdomtreefunds https://t.co/gRuj8dp3hU
SaaS Valuations Plunge, yet Growth Stays Robust
SaaS valuations have reset — but growth remains intact. Significant multiple compression - Median EV/Sales declined from 15–17x to 4–5x. Median subscription SaaS snapshot 👇 • EV/Sales: 4.7x • NTM Growth: 16.5% • 51 public companies • for SaaS companies (including device / fixed-capacity subscriptions and...
Expect Market Drops; Be Ready Before Buying Stocks
“About once every two years the market falls 10%. Every six years the market’s going to have a 25% decline. That’s all you need to know. You need to know that the market’s going to go down sometimes. If you’re...
Market Crashes Are Temporary; Long‑term Returns Exceed 10%
Remember, the Stock Market Crashed: 34% in 2020 57% in 2008 49% in 2000 36% in 1987 50% in 1973 89% in 1929 And then it recovered to all time-highs each and every time. Since 1926, the stock market has returned an average of over 10% per year. Don't...
Growth Alone Isn't Enough: Prioritize Low Dilution
SBC/Revenue vs NTM growth 👇 High growth ≠ shareholder-friendly $TEAM $FIG → strong growth, but SBC eats a large portion of value The best companies balance both $PLTR $APP $SHOP $ZETA → high growth with controlled dilution Low SBC = real operating leverage $MSFT $FICO $FTNT...
Fundsmith Trims Big Tech, Adds Consumer and Niche Picks
Terry Smith's 2026 Fundsmith Annual Meeting: Sold: PepsiCo, Brown-Forman Halved: Microsoft, Meta, Alphabet Bought: EssilorLuxottica, Wolters Kluwer, Zoetis, Intuit, Magnum Ice Cream Full transcript: https://steadycompounding.com/transcript/fundsmith-terry-smith-annual-meeting-2026/
Google Gains Ad Share as SMBs Favor AI Search
Macro: SMBs shift to AI search; Key: GOOGL's AI Overviews gain share vs META; Risk: budget reallocation dilutes social reach; Insight: Overweight GOOGL on ad-share gains. 📈 — Viktor Kopylov, PhD, CFA More insights: t.me/si14Kopylov
Visional's BizReach Disrupts Japan Recruitment, 20% Growth
Visional (4194 JP) is disrupting Japan's recruitment market through its direct-scouting platform BizReach. Growing 20% annually, and according to my estimate, 12.5x 2027e P/E. https://t.co/Q0cX2GjlDd
Predictable Demand Cuts Valuation Uncertainty, Boosts Returns
"Predictable demand reduces valuation uncertainty over long horizons." Predictability is one of the most underrated drivers of long-term returns.
Only a Quarter of 5% Dips Become Corrections, Rarely Bears
Since WWII, there have been 105 5% pullbacks (not including the current one). About 25% of those turned into a correction and only 12.4% turned into a bear market. https://t.co/kvY5qL4H4P
Earnings Rise, Prices Fall: Energy Costs Lag Impact
S&P 500 earnings growth: +13% year-to-date. S&P 500 price return: -3.24%. Strong fundamentals. Falling prices. What's actually happening? The economy doesn't have a fundamental problem. It has an energy problem. Oil at $110 is a forward tax on margins and consumption that...
Read Filings: Unlock Hidden Profits in Plain Sight
Reading the filings really can make you a whole lot of money. It’s all in there.
Tech and Financial P/E Ratios Dip Below April 2025 Levels
More from @DualityResearch... Tech & Financials P/E ratios now below their April 2025 closing levels https://t.co/dHpAkDVnQw
S&P 500's Top Ten Dominate
GS: Concentration of S&P 500 market cap and earnings in the 10 largest index constituents... jaws are clamping down a bit https://t.co/UX5qVWlYho
NYSE A‑D Top Signals Mild 2026 S&P Dip
The NYSE and $SPX advance-decline lines topped in late February. There was no divergence at the top(an A-D line top before the S&P 500 top). Prior to every 4 year or 7 year cycle high in the past except one,...
Close Below 200MA Signals Bearish Trend – Cut Equity
Finance 101: When the Market Closes Below the 200MA – A Classic Bearish Signal When the closing price drops below the 200-day Moving Average (200MA), it’s one of the most respected long-term bearish signals in technical analysis. The 200MA smooths out...
Small‑cap Star Delivers 1,670% 10‑year Return
It's time to revisit the case of a small cap star that has returned +1670% over the last 10 years and operating stronger than ever... post coming on premium feed
Most Claim They'll Buy the Dip, but Can't Afford It
Everyone says they are ready for a correction. Some even say they want a correction. Very few will have the stomach or the cash to follow through on their intentions and buy when others are selling. It can happen over weeks, months,...
Market's Ultra‑Low PE Ratios Signal Doom Forecast
Some next 12 month PE ratios: Bumble: 3.6x Shift4: 7.3x Novo Nordisk: 10.8x HelloFresh: 9.5x Prosus: 9.3x SK Hynix: 5.2x Is Mr Market pricing the end of the world already? $BMBL $FOUR $NVO $HFG $PRX
Six Companies Celebrate Over a Decade of Dividend Growth
I review dividend increases as part of my monitoring process. There were 25 dividend increases over the past week Six of those companies have raised dividends for at least 10 years in a row. The companies include:
Outperform by Targeting Low‑Competition 5‑Year Horizon
How to beat the market 101: "Only by looking further out than the short-term crowd can we expect to beat them." Nick Sleep understood that competition is highest in the 1-quarter window and lowest in the 5-year window. Excerpt from his letters...
Patience Wins: Hold Quality Assets Through Downturns
Stocks are down. Crypto is down. Gold is down. Unless all your money is in oil, you've felt the pain. I have been through many downturns over the past decade and I am here to remind you: They never last forever. We get too focused on...
AI's Power Hunger Drives 11% Pick‑and‑Shovel Returns
AI doesn't run on optimism. It runs on electricity — 183 TWh in 2024, projected to hit 426 TWh by 2030. Someone has to build and operate the pipelines, power plants, and transmission lines feeding every data center. This week's High Yield Spotlight:...
Profitability Remains Sole Unchanged S&P 500 Criterion
"Changes to index criteria are frequently proposed and often adopted. Since 2015, S&P has made over 20 updates to the S&P 500 index methodology, including increasing the minimum seasoning requirement in 2017 and reducing the minimum float requirement in 2019....
Wealth Grows When Compounders Need Little Capital
"The best compounders require minimal external capital to grow." The best investments don’t need constant fuel to grow. Great compounders scale with minimal external capital — that’s where real wealth is built.
All Weather Portfolio Beats Expected Returns, Drawdown On Target
All Weather portfolio update. Current drawdown -8.35% which is within the expected return/risk profile. CAGR since release running at +24.2%, which is above the expected return profile. #next1000trades https://t.co/Bf8eenZ9Am
Choosing UPS Vs. FedEx for a Decade-Long Hold
UPS x FDX Q4’25 $UPS or $FDX which one would you hold for the next 10 years? #investingtips #stockmarketnews #investingideas
Top Value Investing Insights and Leaders Spotlighted
This week in value: Year-End Letter for 2025: Deep Value (GMO) PzenaPerspectives – The Value Stocks to Watch (Pzena) How Value Investing Adds Value (VIS) Co-Founder and CEO Sarah Ketterer reflects on 25 years of value investing at Causeway Capital (Causeway)
Think Bigger Than Your Capital: Buffett’s Investing Truth
Investing isn’t about how much capital you start with—it’s about how well you think. Warren Buffett’s approach shows that small sums can grow significantly when you focus on undervalued businesses, strong fundamentals, and long-term cash generation. Deep research and patience...
Markets Shifting: Small Caps, Oil, Healthcare Set to Lead
My conversation with @MorganStanley's Mike Wilson on the state of markets. We cover: • Is 60/20/20 the new 60/40? • Why he expects leadership to broaden beyond mega-cap stocks into small caps • Implications of rising oil prices • Why today’s environment resembles the 1940s •...
Value Stocks Shine After Tech Bubbles Burst
"Conclusion Overall, the results suggest that the most reliable approach is to hold a long position in value stocks relative to growth stocks. Attempts to systematically trying to predict periods when large growth stocks outperform small value stocks are difficult, but...
Boston Beer Matches Ten‑year Buybacks in Three Years
Boston Beer repurchased ~$530 million of its common stock over the past three years, which is roughly comparable to what the company spend on repurchases over the previous decade (FY13 - FY22) https://t.co/pROlFqwX7E
Stop Leaving Roth IRA Cash Idle—Invest for Growth
$70k of cash sitting in a Roth IRA… That’s 10 years of contributions getting only 2-4%/yr from MMF Instead of ~10%/yr from S&P 500 in that timeframe Just a reminder: your Roth IRA contributions need to actually be invested.
80 Mid‑Cap Firms at Historic EV/EBIT Lows
80 US or European companies trading in the 2nd percentile of their historical EV/EBIT valuation (market cap between $500M and $5B) 👇🏻 Which one is high up on your watchlist?
War’s Short‑term Impact, yet Markets Thrive Long‑term
Wars can move markets in the short run, as they are today. But over the long run, stock returns are driven by economic growth and corporate earnings. Since 1941 the world has seen almost constant conflict. And yet, $1 in the S&P 500...
Vol Premium Soars While VIX Stays Low
Vol premium is near historic highs. But VIX is only 25. On the latest OPEX Effect on @excessreturnpod, @spotgamma explains what’s going on behind the scenes and what it could mean for the market. https://t.co/fKAHUZs21I
Exiting Non‑US Rally, Maintaining Global Balance with Cash Buffer
After a massive run in non U.S. assets for 14 months, over the last few weeks, I have been getting out of the "Get Out" trade for my long only long term beta portfolio. Current portfolio is a globally...
Microcaps Rarely Achieve 26x Revenue, 173x NIAT Growth
A great slide Over 16 years.. Revenue 26x NIAT 173x F/D Shares -17% 99.9% of microcaps couldn't have a slide like this $RX.V $BIOYF https://t.co/Sw0gquHq8o
Asset Allocation Doesn't Explain 93.6% of Returns
"Asset allocation explains 93.6% of investment returns." You've heard that stat. It's wrong. What the paper actually found, and what the industry has been misquoting for 40 years, is the subject of our latest video for @IFAdotcom 👇 #Investing #WealthManagament #Finance https://t.co/HtF2EcPoVu
10 Essential Podcast Episodes for Beginner Dividend Growth Investors
Everyone starts somewhere. If you are new to dividend growth investing, these 10 episodes are the perfect starting point. 🔗 https://europeandgi.com/how-to/dividend-growth-investing-for-beginners-10-podcast-episodes-to-listen-to-first/
Even Top Managers Struggle to Sell Losers
During the conversation today with Lee Freeman-Shor and Clare Flynn Levy who have analyzed the trade data of many of the best fund managers in the world - I asked what decision type do successful managers have the most issues...
Follow Pro Steps to Spot Winning Stocks
For most investors, a well-diversified portfolio of funds will do the trick. But if you want to try to identify winners like the pros on Wall Street, there are steps you can take. https://t.co/6RP6PY8ebH