ㅤ
Stay updated with the latest trends, insights, and breakthroughs in the world of stocks and real state.
Burry bought December 2028 LEAP calls at $700 strikes, betting Microsoft doubles in two and a half years. With AI revenue up 123% and Azure growing 40%, the most recent earnings give him plenty of reason.
The market has priced both cable giants as if cord-cutting ends them. The stock analyzer tells a different story.
The man who called the 2008 housing collapse is adding to two of the market's most hated cash cows. Down 80% and 70% from their highs — is the market wrong, or is Burry?
Understanding capital cycles, and the misunderstanding investors have around the current AI cycle.
When quality companies drift to their lows for the wrong reasons, it is worth paying attention.
"The battle field hero is not someone performing an extraordinary act, but merely the man that can do the basic things when everyone else is losing their minds"
16.7% annualized returns since 2009. One simple framework. Here is how Chuck Akre thinks about finding the rarest businesses in the world.
Li Lu is buying Tencent Music because it may be the “Chinese Spotify” at a cheaper price, with millions of users still moving from free music to paid subscriptions.
Pershing Square initiated a new position in MSFT at 21x forward earnings. Here is Ackman's full thesis and what the stock analyzer says about fair value today.
The current approach of Berkshire Hathaway and Warren Buffett differs from his early days. Should that impact which advice you adhere to?
The world's two largest insurance brokers rarely trade at a discount. Here is what you need to know.
When great businesses fall out of favor, the opportunity isn’t in the headlines — it’s in the disconnect between price and reality. Home Depot and 3M are both being questioned by the market — but are the fears justified, or overdone?
For the first time in our life times Warren Buffet was a spectator at the annual meeting of shareholders for Berkshire Hathaway. Greg Abel and Ajit Jain took to the stage to field questions and discuss business operations.
There are a lot of ways to find great investments, but one that most people miss is looking at industries that are in the middle of getting smaller and more concentrated. This is called consolidation
The global payments duopoly rarely trades at a discount. Here is a deep dive on two of the finest businesses in the world and what the stock analyzer says today.
Nearly every investors journey starts with Buffet and trickles down into Munger who once was given credit for being the one to tell Buffet to buy "quality" companies.
Great businesses rarely go on sale. When they do, it is worth paying attention. Here is a deep dive on two of the best near their lows.
Most business owners are not inherently deceitful but when monetary incentives are misaligned the urge to play accountings games is present.
Mohnish Pabrai distills value investing into its simplest and most powerful form in my personal favorite book: The Dhando Investor. Here is what it teaches about assymetric bets.
Peter Lynch ran the Fidelity Magellan Fund for 13 years, averaged 29% annually, and beat the market in 11 out of 13 years. Today I want to share with you my biggest takeaways from his timeless insights.