Long-Term Investment

Business

Future PLC's Five-Year Plunge: A 70% Loss Tests Long-Term Investment Faith

While long-term investing is a cornerstone strategy, the dramatic 70% share price collapse at Future PLC over five years serves as a stark reminder that time alone doesn't guarantee returns. This analysis delves beyond the headline numbers to examine the puzzling disconnect between the company's operational metrics and its market valuation.

Jan 30, 2026

Business

Visa's Bull Case: Network Effects and Capital Discipline Fuel Long-Term Growth Thesis

Amid market volatility, a detailed analysis highlights Visa Inc.'s resilient business model, wide economic moat, and shareholder-friendly capital allocation as pillars supporting a compelling long-term investment case, despite recent valuation pressures.

Feb 5, 2026

Business

A Decade with Berkshire: What a $500 Investment Could Look Like in the Post-Buffett Era

With Warren Buffett's successor now at the helm, we examine the potential future of a long-term investment in Berkshire Hathaway, analyzing its historical performance and future prospects.

Feb 4, 2026

Business

Giverny Capital Bets Big on HVAC Giant Watsco, Citing Long-Term Growth and Market Dominance

Investment firm Giverny Capital has established a significant, long-term position in Watsco, the leading U.S. HVAC distributor. The move underscores institutional confidence in the company's entrenched market position and its leverage to enduring trends in building climate control.

Feb 3, 2026

Business

ClearBridge Sees Long-Term Value in Casella Waste Despite Market Headwinds

In its latest investor letter, ClearBridge Investments highlighted Casella Waste Systems (CWST) as a long-term compounder, even as its mid-cap strategy faced a challenging quarter marked by narrow market leadership and sector-specific weakness.

Feb 3, 2026

Business

Norfolk Southern Secures $7.7 Billion in Industrial Investments for 2025, Defying Broader Economic Headwinds

Despite a year of mixed economic signals, Norfolk Southern announced its customers advanced over 60 major industrial projects in 2025, representing $7.7 billion in new investment for rail-served facilities and underscoring long-term confidence in strategic supply chain corridors.

Feb 3, 2026

World

UK's Retreat from Contractual Certainty Threatens Its Investment Appeal

The British government's move to retroactively alter leasehold ground rent contracts is undermining a foundational pillar of its investment landscape: trust in the rule of law. This erosion of contractual certainty risks deterring the long-term capital essential for growth, from energy to AI infrastructure.

Feb 2, 2026

Business

From Novice to Millionaire: How a 40-Year Investment Journey Built a £2m ISA Fortune

At 77, Jane Perry's £2 million ISA portfolio stands as a testament to a simple, disciplined investment strategy begun in the 1980s. Her story challenges the gender investment gap and offers a blueprint for long-term wealth building.

Feb 2, 2026

Business

Oracle's Cloud Ambitions Face Near-Term Pressure, But Long-Term Strategy Remains Intact

Despite a recent price target cut from Morgan Stanley, analysts maintain that Oracle's strategic investments in GPU-as-a-Service and its deepening ties with TikTok position it for long-term cloud growth, even as capital expenditures weigh on short-term earnings.

Jan 30, 2026

Business

Sempra's Valuation Under the Microscope: Grid Investments and Energy Transition Ambitions Weighed Against Stock Price

As Sempra (NYSE: SRE) navigates a massive capital investment cycle for grid modernization and clean energy, investors are scrutinizing whether its current stock price accurately reflects its long-term strategy. We analyze key valuation metrics and the broader market context to assess if the utility giant is fairly valued.

Jan 30, 2026

Business

Vault Minerals Weathers Recent Dip, Long-Term Investors Still Up 332% Over Three Years

Despite a recent 9.1% pullback, shareholders in Vault Minerals (ASX:VAU) who held through a transformative three-year period remain significantly ahead, underscoring the power of long-term investment in fundamentally improving businesses.

Feb 5, 2026

Business

OpenAI's Altman Dismisses Nvidia Rift Rumors as 'Insanity,' Reaffirms Long-Term Partnership

OpenAI CEO Sam Altman has forcefully pushed back against reports of a growing rift with chip giant Nvidia, calling the speculation 'insanity' and publicly recommitting to a long-term partnership. His comments come amid market jitters over the future of a potential $100 billion investment and the shifting dynamics of the AI hardware race.

Feb 4, 2026

Business

Premier Investments' Flat Returns Signal Caution for Growth Investors

Premier Investments (ASX:PMV) faces investor scrutiny as its return on capital employed (ROCE) remains stagnant while its capital base shrinks, raising questions about its long-term compounding potential.

Feb 3, 2026

Business

Zoom's Hidden AI Asset: How Its Stake in Anthropic Is Reshaping the Investment Narrative

Zoom Video Communications' early investment in AI powerhouse Anthropic is emerging as a critical, and potentially undervalued, component of its growth story, prompting analysts and investors to reassess the company's long-term trajectory beyond video conferencing.

Jan 31, 2026

Business

Piper Sandler Set to Report Q4 Earnings Amid Volatile Market for Investment Banks

Piper Sandler (PIPR) is scheduled to release its fourth-quarter financial results before the market opens on Friday. Investors will be watching closely to see if the firm can maintain its track record of exceeding revenue expectations, as the broader investment banking sector faces headwinds.

Feb 5, 2026

Business

The Hidden Power Play: Why the 'Operating Layer' Is Now the Ultimate Investment

In a market obsessed with flashy brands, the real competitive edge is shifting beneath the surface. We analyze how investments in foundational infrastructure—from AI data centers to restaurant tech stacks and critical minerals—are reshaping industries and redefining value.

Feb 5, 2026

Business

Deere Bets $30 Million on Historic Moline Plant, Signaling Long-Term Commitment to Quad Cities

John Deere is injecting $30 million into its century-old Seeding Works factory in Moline, a strategic investment aimed at modernizing production with AI and robotics while recalling workers at other Iowa facilities. The move underscores the agricultural giant's dual focus on technological innovation and skilled workforce development.

Feb 4, 2026

Business

Beyond the Hype: Two Foundational AI Chip Stocks Poised for Long-Term Growth

As the AI investment cycle accelerates toward an estimated $10 trillion, industry analysts highlight semiconductor leaders Nvidia and TSMC as critical, value-priced holdings for the coming years.

Feb 4, 2026

Business

From Likes to Long-Term Wealth: How One Advisor Is Guiding Social Media Influencers Toward Financial Security

As influencer incomes soar, many are leaving life-changing sums idle in checking accounts. Financial advisor Natasha Howe is stepping in, teaching a new generation of female creators how to build investment portfolios and secure their futures.

Feb 4, 2026

Business

Dutch Bros: The 'Doubted Champion' in Immersion Investment's Portfolio

Amidst a stellar yearly return of 45.4%, investment firm Immersion Investment Partners has spotlighted Dutch Bros (BROS) as a contrarian holding in its latest investor letter. While the drive-thru coffee chain faces recent share price headwinds, the firm suggests its innovative business model may be undervalued in a market overly focused on AI.

Feb 4, 2026