Investment firm Ashva Capital Management highlights Advanced Micro Devices (AMD) in its latest investor letter, citing the chipmaker's disciplined execution as a cornerstone for enduring growth, even as the fund's overall 2025 returns trailed major indices.
A newly surfaced 2014 email from the Jeffrey Epstein documents reveals Bitcoin-aligned executives warning investors about backing rival projects like Ripple. Some XRP proponents are framing the disclosure as validation of the token's early significance, though market momentum remains bearish.
Investment firm Giverny Capital outlines its rationale for adding Watsco to its portfolio, highlighting a value-oriented strategy as markets remain dominated by AI euphoria. The firm's latest investor letter reveals a challenging quarter of narrow returns.
Insiders at Canadian forestry giant Canfor Corporation have been net buyers of the company's shares over the last twelve months, with President Susan Yurkovich leading the activity. The trend signals internal optimism as key executives invest personal capital even above current trading prices.
A deep dive into valuation metrics suggests Martin Marietta Materials (MLM) shares may be pricing in an overly optimistic outlook for construction growth, with key models indicating potential overvaluation.
Eastern Bankshares (EBC) has delivered impressive multi-year returns for shareholders, but a closer look reveals a complex valuation picture. While one model suggests deep undervaluation, traditional metrics paint a different story, leaving investors to weigh competing signals.
A deep-dive valuation analysis using a two-stage discounted cash flow model indicates The Kroger Co.'s shares may be trading at a substantial discount to their estimated intrinsic value, presenting a potential opportunity for investors.
Bitcoin's sharp decline below critical technical levels has amplified fears of a prolonged bear market, with prominent critics questioning its fundamental value. While some analysts see a buying opportunity, the mood among traders is turning increasingly grim.
Investment firm Giverny Capital Asset Management reduced its stake in industrial manufacturer AMETEK in Q4 2025, highlighting a disciplined approach to valuation as markets remain captivated by AI narratives. The firm's portfolio underperformed major indices, pressured by its underweight stance in mega-cap technology.
While the German market gained a modest 7.7%, steel dust recycling leader Befesa (ETR:BFSA) delivered a total shareholder return of 54% over the past twelve months. This impressive rebound follows a challenging three-year period, sparking investor debate on whether it signals a sustained recovery or a temporary rally.
A 16% quarterly bounce offers little solace for Cargojet Inc. shareholders, who have watched the stock plummet 57% over five years. While fundamentals show glimmers of strength, the air freight carrier's long-term trajectory remains a pressing concern for the market.
Recent adjustments to price targets for Reynolds Consumer Products (NASDAQ: REYN) have refocused investor attention on the household essentials maker, prompting a reassessment of its growth narrative amid evolving market conditions.
REV Group shares have skyrocketed nearly 7x over five years, leaving investors to grapple with a critical question: has the rally run its course, or does the specialty vehicle manufacturer still offer value at current levels? We examine the valuation debate through multiple lenses.
Klaviyo's shares have tumbled over 50% in the past year, raising questions about whether the sell-off presents a buying opportunity or signals deeper challenges. A closer look reveals a valuation puzzle, with different analytical frameworks painting conflicting pictures.
Ripple has secured a final Electronic Money Institution (EMI) license from Luxembourg's financial watchdog, the CSSF, transitioning from preliminary approval. This key regulatory milestone enables the blockchain payments firm to scale its 'Ripple Payments' service across the European Union's single market.
Retirement shifts the financial focus from accumulation to strategic decumulation. We explore key strategies—from bucket approaches to risk management—to help retirees sustain their lifestyle over a potentially decades-long horizon.
Creators of the Trump-themed cryptocurrency have moved a massive tranche of tokens to new wallets in their largest single transfer to date, as regulatory pressure on politicians' crypto dealings intensifies.
As Nvidia prepares to report its fiscal Q4 earnings on February 25th, investors are weighing whether to buy ahead of the event. While the AI chip leader's long-term story remains compelling, a look at its recent post-earnings stock performance reveals a pattern that favors a measured approach over trying to time the market.
The European Union's impending ban on Russian liquefied natural gas imports is poised to trigger orders for at least 30 new LNG tankers, as the bloc scrambles to reconfigure its energy supply chains ahead of key 2026-2027 deadlines.
Tron founder Justin Sun reveals plans to acquire up to $100 million in Bitcoin amid a significant market downturn, positioning the move as a strategic accumulation opportunity.
