Berkshire's Cash Ratio Spikes to 44%, Double Historic Average
Since Berkshire is an insurer, it needs a lot of cash on hand, and so ratio charts tend to be more informative than nominal charts. Berkshire's cash amount as a share of enterprise value has averaged 24% over 20+ years, whereas today it's nearly twice that at 44%. https://t.co/sEPZiW90dh
Globalize Your Portfolio Amid De‑globalization Trends
𝗚𝗹𝗼𝗯𝗮𝗹𝗶𝘇𝗶𝗻𝗴 𝗶𝗻 𝗔 𝗗𝗲𝗴𝗹𝗼𝗯𝗮𝗹𝗶𝘇𝗶𝗻𝗴 𝗪𝗼𝗿𝗹𝗱 🌍 "When the world is falling apart, your portfolio should be putting countries together. You should globalize your portfolio when the world is de globalizing." - Owen Lamont & Randolph Cohen https://t.co/zvS3rH5cbA
J.P. Morgan Sets $145 Target for Tesla
This is the J.P. Morgan analyst who just put a $145 price target on $TSLA btw https://t.co/4MYZZS8Zsm
Disney's Parks Power Fuels Profit, Yet Risks Stagnation
Over the past decade, Disney’s Parks & Cruises division has jumped from 18% to 57% of DIS operating profit. The combined TV, Sports and Film Studio operating profit fell from 70% to 25% (32% if include streaming). Parks & Cruises still...
Weightwatchers Leverages GLP‑1
Weightwatchers now at a market cap of $120m, with: • $160m cash • $110m adj. EBITDA guidance for 2026 • some 80% growth in its GLP-1 business GLP-1 transition couldn’t be any better as Novo Nordisk is going all in on telehealth distribution, with...
Diversify: Blend Growth, Value, and Income Stocks
Barron’s Top 10 Stocks for 2026 👀 From growth names like AMZN to income plays like BMY & XOM—this list shows one thing: There’s no “one-size-fits-all” portfolio. Mix growth + value + income.
Greek Shipping Stocks Shine Despite Governance Reputation
I asked @ed_fin about the shipping industry's reputation for "governance issues" He went in-depth about Greek shipping and its "adventurous governance..." but there are two Greek shipping stocks he thinks are actually very good https://t.co/qUjYx8adg2 https://t.co/KgHyDZaVTT
Tax‑Smart Strategies Outperform Pure Stock‑Picking Returns
If you are solely focused on generating better returns through stock picking and/or market timing, you are leaving a TON OF MONEY on the table. Get smarter about the many ways you can substantially improve your net, after-tax, total returns...
Low Prices Aren’t Guarantees: Avoid Cheap Stock Traps
Learn why a low stock price doesn’t automatically mean a good investment in this engaging topic inspired by Peter Lynch. This idea focuses on the dangers of “cheap stocks” and how they can still fall to zero, making it essential...
Proximity's Edge: What Really Gives Fund Managers Advantage
Mutual fund managers have long been thought to benefit from being close to the companies they follow. But what exactly creates that edge? Better public information, faster internal communication or something more human? by @ebasilico https://t.co/OmOz0vddDJ https://t.co/W9P6uPA4aO
War Depreciates Money; Real Assets Outperform
"The one thing you can be quite sure of: if we went into some very major war, the value of money would go down. You’re going to be a lot better off owning productive assets over the next fifty years...
Improvement Outperforms Quality: Upgrade Beats Stable Greats
The most important chart in all of investing? Michael Mauboussin’s data shows that improvement beats quality every single time. ✅ Buying an optically "Bad" company that becomes "Great": +33% TSR 📈 Buying a "Great" company that stays "Great": +20% TSR ❌ Buying a...
Eli Lilly's Oral GLP‑1 Faces Price War Threat
6April: Why are @EliLillyandCo investors concerned that sales of its just-approved oral GLP-1 may be dampened this year by a price war with @novonordisk? Read about $LLY & $NOVOB plus updates on $INO $ORIC & $SGMO in my latest StockWatch for @GENbio: https://t.co/leir6iyURg
MercadoLibre’s Integrated Logistics‑Fintech Flywheel Fuels Growth
4 Stocks Dominating E-commerce + Fintech Outside the U.S. 👇 $MELI MercadoLibre is compounding via a tightly integrated ecosystem. Reinvested 5–6 pts of margin into logistics + credit while handling 500M additional deliveries YoY. Brazil unit shipping costs dropped 11% in local...
Best Investors See Corrections as Opportunity, Not Panic
Every correction is different, but investor behavior doesn’t change. Bad investors panic and sell. Good investors get nervous but hold. The Best investors get excited about potential opportunities. https://t.co/YtG3rq0fnN
QVC and HSN Bankruptcy Threatens
Wherever will I acquire my capodimonte now? QVC, HSN cable networks face Chapter 11, insolvency https://t.co/60gKHLv5PG
Stick to Quality: 27 Years of Market‑Beating Returns
Francois Rochon has beaten the market over the past 27 years He built his edge by staying within his circle, focusing on quality businesses that grow above the rate of the market, and avoiding terrible businesses with poor economics Learn more about...
RA Capital Boosts Wave Stake Amid Clinical Setback
🚨Here is an interesting report from this week’s @barronsonline regarding a major investment made in $WVE by RA Capital - despite Wave’s recent disappointing clinical readout of its obesity candidate $WVE-007 🧵👇. According to the report RA Capital has raised...
Consider Fully Diluted Shares for True Market Cap
Investors should look at fully diluted shares outstanding #FDSO when looking at the market cap of a company. Dilutive securities, including options, warrants, converts, etc, can have a meaningful impact on the actual market cap of a company #learnbiotechinvesting #biotech #investing...
3% of UK Stocks Create All Wealth, 97% Destroy Value
New UK research tracked every stock listed between 1975 and 2024. The finding: just 3.1% of UK stocks generated ALL the real wealth created by the market over 50 years. The other 97%? Collectively destroyed value.And the concentration is accelerating. 🧵 https://t.co/bhIoecLzfT
Nasdaq 100 P/E Drops 23%, Russell 2000 Lags
"The Nasdaq 100’s forward price-to-earnings ratio (P/E) has compressed by 23% since the highs at the end of October, while the Russell 2000 P/E has only compressed by 9%." -Liz Thomas, SoFi
Buffett Sells Apple, Amazon, BofA; Adds Domino's
🚨WARREN BUFFET ISSUES FINAL BERKSHIRE PORTFOLIO FILING This is Buffet’s last update before he hands over the company’s new CEO In short: they sold more Apple, Amazon & Bank of America Google shares remained untouched Berkshire also took up new or added to...
Accumulate, Don't Trade; Long‑term Holding Builds Wealth
Too many people trade. Too few people accumulate in a secular trend (especially through weakness) and allow it to compound. There are very few rich traders but there are many, many rich people who owned assets for longer time horizons. Zoom...
S&P 500 Valuation Drops as Earnings Surge, Recession Fears Unfounded
The S&P 500's valuation multiple fell 18% while forward earnings climbed to a record high. The market priced in recession fears that analysts never shared. 🔒 Members-Only https://t.co/nsxnGQf0yN
April Matches July as S&P’s Most Likely Green Month
Over the past 20 years, the S&P 500 in April has been higher 80% of the time, tied with July for the most likely month to be green. https://t.co/aVppxUQE3r
Geopolitical Risk Dominates S&P 500 10‑K Disclosures
I analyzed fifty S&P 500 10-Ks. The data is wild. I scanned for 8 risk themes: tariffs, war, geopolitical risk, oil/energy, sanctions, supply chain, interest rates, and recession. Morgan Stanley has 221 mentions of geopolitical risk. Citigroup has 269 mentions. Bank of America had...
Buy Cash‑flow Assets Cheap, Ignore Market Hype
"The intelligent investor buys discounted cash-producing assets, not market excitement." Stop chasing hype, start owning real value.
CLO Equity Fund Discounted yet Still Offers 24% Yield
OXLC cut its distribution 50%. The price crashed 60%. And the yield is STILL 24%. Here's the catch — and why this CLO equity fund trading at a 16% discount might actually be interesting for the first time in years: https://t.co/oLGHvO4MvQ
Buffett Warns: Markets Remain Cautious After Stepping Back
JUST IN: Warren Buffett offered a cautious take on markets in his initial comments since stepping back.
Regime Dictates Success; Any Indicator Will Work
It always amazes me how people fall for this nonsense. From 2007 onward the SP was a pure BTFD regime. Of course buying the down day worked. In all strategies the ONLY variable that matters is regime. Get that right...
Value Stocks Lose Safe‑Haven Status Amid Market Turbulence
JUST IN: Value stocks, a key refuge from this year's market turbulence, are now at risk.
Cisco Poised for AI-Driven Revival to New ATH
$CSCO was incredibly well setup for the AI era. We called it in our @FuturumEquities AI 15 a year+ ago that AI + Cyber would bring Cisco back to life. Back to ATH 💪🏻🚀
AI Unicorns Poised for $2 Trillion Valuations
What are my current valuation predictions for OpenAI and Anthropic? OpenAI was valued at $28B in April 2023. Its latest funding round puts it at $852B. Anthropic was valued at $4B in early 2023. Today, it’s worth $380B. In my...
Patience Beats Tickers: Invest in Quality, Not Daily Swings
Warren Buffett shows us that patient, long-term investing beats watching the stock ticker every day. Using See’s Candy as an example, once you buy a high-quality business, fundamentals matter more than daily price swings.
ETF Liquidations Accelerate, Winners Face Curse, Aluminum Squeezed
🆓 Sunday links: how the winner's curse works, the quickening pace of ETF liquidations, and tough times for aluminum consumers. https://t.co/WzJWiWfiDv image: https://t.co/25ICizy0cu https://t.co/squG5KO1ww
Growth Wins When SBC Dilution Stays Low
SaaS dilution check: growth is strong, but SBC is the hidden tax👇 This chart maps SBC/Revenue vs NTM growth • Red → SBC exceeds FCF margin (value leakage) • Yellow → moderate dilution • Green → disciplined compensation Market is starting to price efficiency, not...
Consistent Quality Investing Turns Dividends Into Freedom
In 2014 I started investing with almost nothing. Today my dividends cover 85% of my monthly expenses. Not because I picked the right stocks at the right time. Because I kept buying quality businesses and let the compounding do its work. Year 1 felt...
S&P 500 Equity Risk Premium Hits Two-Year High
The S&P 500's equity risk premium is at a 2-year high.. even with higher TIPS yields @wisdomtreefunds https://t.co/T5y4c7SbGO
Falling Forward P/E, Energy Rally, Decision‑Bias Tips
📊 Top clicks this week on Abnormal Returns including: falling forward P/E ratios, the rally in energy stocks, and how to de-bias your decision making. https://t.co/49VfVWoRE9 chart: https://t.co/zX6UI4DmUC https://t.co/poNb6SvW33
Rule of 40: Market Rewards Balanced Growth
Rule of 40 is where SaaS valuation meets reality Growth alone isn’t enough 👇 Chart combines NTM growth + GAAP EBITDA margin • >40 = high-quality balance (green) • 30–40 = acceptable (yellow) • <30 = weak efficiency (red) Market is clearly rewarding balance, not just...
Paying Premium? Demand Rapid Growth and Strong Metrics
If you're going to pay an expensive valuation, the business better be growing fast with exceptional financial metrics. High valuations with slow growth is the worst combination in investing. You're paying up for nothing.
Assess Management Reputation to Uncover Hidden Risks
A key variable for investors is management reputation A lot that happens inside a company that is critical for success is outside of public view Investors must ask themselves if they believe management is giving an accurate assessment, both good &...
Tariffs Boost US Steel Prices
Tariffs sustain US steel prices; infrastructure demand firm. Nucor: scale + scrap verticals; Commercial Metals: rebar exposure, M&A. Risks: demand slump, tariff rollback. Trade: Buy Nucor for FCF upside. — Viktor Kopylov, PhD, CFA. More insights: t.me/si14Kopylov
TSMC Quality High, Upside Limited at Current Price
I haven’t published my full thesis on Taiwan Semiconductor Manufacturing (TSM) yet but here’s the scorecard: Current view • Price: ~$339 • Expected value: ~$334 • Upside: Limited at current levels This is easily one of the highest-quality businesses you’ll find, dominant positioning, strong pricing power, and exceptional visibility. But...
Reassessing Counterpoint’s 2022 Wide Moat Winners
This is a list of Wide MOAT businesses according to Counterpoint Global in 2022. What do you think has changed since then?
OpenAI’s Valuation Overhyped Even as AI Thrives
I promised to write about OpenAI, and I finally have the time to sit down and pull my thoughts together. AI Is Not a Bubble, But OpenAI’s Valuation Could Be the Next One “Why Secondary Buyers Are Quietly Dumping OpenAI at $852...
Record Cash Reserves Signal Prime Buying Opportunity
Current cash levels in a historical perspective, as per the BofA FMS. Feels like a good time to buy https://t.co/KoeTO5ThBC
SCHG Outperforms with 79% 5‑year Return
SCHG is loaded with growth leaders 👇 Top holdings: • NVDA 11.44% • AAPL 9.44% • MSFT 7.87% • AMZN 5.73% • META 4.96% • GOOGL 4.84% • TSLA 4.27% • GOOG 3.88% • AVGO 3.86% • LLY 2.96% 5-year return: +79% Would you pick SCHG over QQQ or VOO?
Chasing Returns Leads Most Investors to Lose Money
Even with such remarkable performance, the majority of Magellan Fund investors lost money during Lynch's time at the helm. They chased performance, piling into the fund after strong years, only to sell out during market downturns. This is a tale as...
Trump Era Mirrors Hoover: Market Overvaluation Sparks Gold Surge
Hoover 1929 vs. Trump 2026: Cycles Favoring Risk-Off vs. Risk Assets - The election of President Donald Trump in 2024 has a disconcerting parallel with that of President Herbert Hoover in 1928 -- US stock-market capitalization stretched to over 2x...