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Stay updated with the latest trends, insights, and breakthroughs in the world of stocks and real state.
Comcast is splitting into 2 publicly traded companies by mid-2027. One gets NBC, Peacock, Universal Studios, and theme parks. The other gets broadband, wireless, and $90 billion in debt. Here is how to think about what you will own.
Revenue down 4%. Comparable sales down 9%. Leggings down 20%. Guidance cut by $1 billion. And the man who called the 2008 housing collapse made Lululemon his largest position — then said the fundamentals got worse than he thought.
Nvidia more than doubled its revenue and net income in a single year. Victoria's Secret grew revenue 8%. The lingerie company returned +283%. Nvidia returned +24%. Here is exactly why that happened.
Revenue up 20%. Operating income up 43%. AWS growing at its fastest rate in 18 quarters. And free cash flow: negative $7.6 billion. Here is how all of those things are true at the same time — and what it means for investors.
In 2022, Buffett admitted that Berkshire's 58-year record was largely the product of only about a dozen truly great decisions. Here are the 5 most important ones.
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.
