Apple is a phenomenal business, but...
Apple is an incredible business. No doubt about it. Our EM AI has some interesting data to say about it....
Everything Money
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Alibaba: AI Winner or Value Trap?
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’s New Berkshire? Inside the Transformation of HHH
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 Shareholders Waited Five Years to Break Even — Now What?
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.
Could Copart Be the Next Classic Buffett Investment?
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?
Do You REALLY Need a Catalyst?
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.
Michael Burry Just Made a HUGE move on Microsoft!
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.
Dying Giants at Deep Discounts: Comcast and Charter
The market has priced both cable giants as if cord-cutting ends them. The stock analyzer tells a different story.
Michael Burry Is Doubling Down on PayPal and Adobe
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?
The Capital Cycle & AI
Understanding capital cycles, and the misunderstanding investors have around the current AI cycle.
Great Businesses at 52-Week Lows: McDonald's and Mastercard
When quality companies drift to their lows for the wrong reasons, it is worth paying attention.
What Actually Matters Anymore?
"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"
The Three-Legged Stool: Chuck Akre's Framework for Finding Compounding Machines
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 Bought Tencent Music: The “Chinese Spotify”
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.
Bill Ackman Just Bought Microsoft (Here's Why)
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.
Which Buffett Should You Copy?
The current approach of Berkshire Hathaway and Warren Buffett differs from his early days. Should that impact which advice you adhere to?
Elite Insurance Brokers Near 52-Week Lows: Aon and Marsh
The world's two largest insurance brokers rarely trade at a discount. Here is what you need to know.
Two Giants on Sale: Is This the Moment for Home Depot and 3M?
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?
Berkshire Hathaway Annual Letter: Greg Abel Edition
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.
Idea Generation: Buy the Consolidating Industry
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