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Stay updated with the latest trends, insights, and breakthroughs in the world of stocks and real state.
Ted Williams divided the strike zone into 77 zones. A pitch in his sweet spot made him a .400 hitter. A pitch low and outside dropped him to .230. Buffett realized investing offered an even better game — you never have to swing.
Oracle's revenue is growing faster than at any point in its history. Its debt just got downgraded to 1 notch above junk. Its capital expenditures are approaching 100% of annual revenue. All 3 statements are true at the same time.
Apple is an incredible business. No doubt about it. Our EM AI has some interesting data to say about it....
Alibaba's net income doubled while its underlying earnings nearly disappeared. Cloud is growing 40%. Free cash flow went deeply negative. Both stories are true — and that is exactly what makes this one of the most interesting debates in global investing right now.
Bill Ackman has spent much of his career investing in public companies, pushing management teams to improve operations and waiting for the market to recognize the value he sees. With Howard Hughes Holdings, he is attempting something far more ambitious.
Starbucks is back near all-time highs. Customers are coming back. The profits haven't fully followed. Here is what the stock is actually pricing in.
Up 19,000% since 1994. Now down 40% from its highs. Is this the kind of pullback that turns a great business into a great investment?
Most investors won't buy a stock without a clear reason for it to go up. But waiting for a catalyst may be costing you more than you think.
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?
