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Sydnee Gatewood
Hardware
Cisco Beefs Up Cybersecurity Software Offering With Splunk
The companies entered a $28 billion acquisition deal
Stocks:
CSCO
SPLK
Sep 21, 2023
Jonathan Poland
Retail - Defensive
Dollar General: Wait for a Lower Price
Profits and increased cash flow have not translated into growth in owner value
Stocks:
DG
FIVE
DLTR
AMZN
OLLI
Sep 21, 2023
Yiannis Zourmpanos
Aerospace & Defense
Navigating the Boeing Paradox
A tale of highs, lows and uncertain horizons
Stocks:
BA
SPR
FDX
XPAR:AIR
Sep 21, 2023
Nathan Parsh
Restaurants
4 Undervalued Stocks With Stunning ROIC
A look at undervalued companies that have extremely high rates of return on invested capital
Stocks:
DPZ
ULTA
YUM
YUMC
TXN
Sep 21, 2023
β β β β β
Hoang Quoc Anh
Graham's Timeless Lessons on Prudent Security Analysis
Focus on normalized earnings, external data and scenario planning for investment success
Stocks:
SPY
^DJI
^IXIC
Sep 21, 2023
The City Letter
Insurance
Buffett's 2011 Letter: The Logic of Share Repurchases
Investment lessons from Warren Buffett's writings
Stocks:
BRK.A
BRK.B
JPM
IBM
Sep 21, 2023
β β β β β
Andrea van Schalkwyk
Insurance
The Warren Buffett Guide to Making Your 1st Million and Keeping the Momentum
Learn why Buffett's strategies are not just for the elite, but can be applied by ordinary investors to achieve extraordinary results
Stocks:
BRK.A
BRK.B
Sep 21, 2023
β β β β β
Steve Gray Booyens
Restaurants
An Assessment of Starbucks' Dividend Increase
The dividend hike should not be looked at in isolation
Stocks:
SBUX
Sep 21, 2023
β β β β β
Ben Alaimo
Software
Amplitude: A Beaten-Down Growth Stock With Huge Potential?
The stock is down 88% from its all-time high
Stocks:
AMPL
PYPL
UA
TEAM
SNOW
Sep 21, 2023
Dilantha De Silva
Software
Shopify's Growth Is Far From Over
The company continues to grow by double digits despite macroeconomic pressures
Stocks:
SHOP
AMZN
NSRGY
UL
Sep 21, 2023
Alex Zelinsky
Anchoring Bias and Its Effect on Investment Decisions
How anchoring bias can influence invesment decisions
Stocks:
AMZN
Sep 21, 2023
β β β β β
Sydnee Gatewood
Homebuilding & Construction
5 Homebuilders That Fit Greenblatt's Magic Formula
These stocks may offer value based on the guru's famous formula
Stocks:
LEGH
SKY
CVCO
PHM
NVR
Sep 20, 2023
The City Letter
Insurance
Warren Buffett's 2010 Letter: Life and Debt
Investment lessons from Berkshire Hathaway's letters to shareholders
Stocks:
BRK.A
BRK.B
Sep 20, 2023
β β β β β
Yiannis Zourmpanos
Retail - Cyclical
Alibaba: A Global Powerhouse
A look at the company's transformation from digital marketplace to e-commerce giant
Stocks:
BABA
Sep 20, 2023
John Navin
Metals & Mining
A Gold Stock Trading Below Book Value
Taking a closer look at SSR Mining
Stocks:
SSRM
NEM
HL
CDE
AG
Sep 20, 2023
Richard Witt
Software
Surpassing Expectations: Adobe Beats Analyst Estimates
Revolutionizing content creation: Adobe's AI-powered solution is changing the game
Stocks:
ADBE
KO
BRK.A
BRK.B
Sep 20, 2023
GuruFocus Research
Hardware
Apple Inc (AAPL): A Deep Dive into Its Financial Metrics and Competitive Strengths
Unpacking the Growth and Competitive Edges of Apple Inc (AAPL)
Stocks:
AAPL
Sep 20, 2023
Andrea van Schalkwyk
Insurance
From Mediocrity to Mastery: Understanding Buffett's Views on CEO Talent
Learn why Buffett believes most CEOs are mediocre performers lacking elite talent
Stocks:
BRK.A
BRK.B
Sep 20, 2023
β β β β β
Dilantha De Silva
Retail - Cyclical
Gap Faces New Challenges
The company's turnaround is at risk of being disrupted
Stocks:
GPS
Sep 20, 2023
Ben Alaimo
Semiconductors
Taiwan Semiconductor: The King of the Semiconductor Industry
The company is the largest semiconductor manufacturer in the world
Stocks:
TSM
NVDA
AMD
QCOM
INTC
Sep 20, 2023
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