Seeking catalyst driven opportunity
Key Points Warren Buffett has officially retired from the CEO role at Berkshire Hathaway. Despite no longer overseeing day-to-day operations, Buffett positioned his company’s investment portfolio for long-term success before his retirement. Nearly $235 billion of Berkshire’s $317 billion investment portfolio can be traced to …
Key Points MercadoLibre’s favorable market trends and relentless expansion make this stock a likely long-term winner. The stock has an inexpensive valuation, which provides a margin of safety for investors. 10 stocks we like better than MercadoLibre › I believe that MercadoLibre (NASDAQ: MELI) could …
Key Points It’s going to be a knock-down, drag-out fight to capture segments of the growing hardware market in data centers, artificial intelligence (AI), and cloud computing. Two of the heavyweights competing for market share in the AI chip space are Broadcom (NASDAQ: AVGO) and …
Key Points Michael Burry believes passive investing has made the entire stock market more vulnerable. Trying to time the market, however, can be costly. Investors can target stocks with modest valuations and low beta values as ways to reduce some of their overall risk. These …
Key Points Tech hardware companies are expected to grow in 2026 due to increased data center spending. Many companies are still trying to obtain access to increased AI computing power. AI applications are just starting to roll out. 10 stocks we like better than Nvidia …
Key Points There are nine current $1 trillion club members and three companies that are within $120 billion of the milestone. Visa, Oracle, ExxonMobil, and Netflix could produce big gains over the next five years. If SpaceX and OpenAI go public, it will alter the …
Key Points Tesla’s robotaxis will revolutionize how consumers think about the cost of mobility. The company will begin mass production of Cybercabs in 2026, in anticipation of regulatory approvals for robotaxis. Even if robotaxi adoption is slower than anticipated, Tesla can still tactically respond in …
Microcap companies, due to their diminutive size, sometimes suffer from a stigma that they lack the business sophistication of their large cap brethren, kind of like a small market baseball team. But sometimes an executive groomed in the front office of a major market team …
Key Points Alibaba’s tailwinds include strong generative AI demand and expansion beyond China. Its key challenges include increasing competition and regulatory uncertainty in China. Alibaba should be able to deliver robust growth over the next five years despite its challenges. 10 stocks we like better …
Key Points At the highly influential Consumer Electronics Show (CES) in Las Vegas, one company unveiled a suite of artificial intelligence (AI) solutions designed to advance self-driving technology. Unfortunately, electric vehicle (EV) titan Tesla (NASDAQ: TSLA) wasn’t that company. On fears that Tesla might be …