Tangible Book Value

Business

Keysight Technologies Stock Surges 26%: Is the Rally Justified or Overheated?

Keysight Technologies' shares have climbed sharply, gaining 26.6% over the past year. As the stock trades near $223, investors are grappling with a critical question: does its current price reflect its true value, or has momentum pushed it into overvalued territory? A deep dive into key valuation metrics suggests caution may be warranted.

Feb 3, 2026

Business

From Theory to Trading Floor: Tokenized Stocks, Gold, and Treasuries Enter the Mainstream

Once a futuristic concept, asset tokenization is now a tangible reality. Major platforms are integrating tokenized versions of traditional assets like U.S. stocks, gold, and Treasury bonds, blurring the lines between crypto and conventional finance and enabling 24/7 trading.

Feb 3, 2026

Business

Selangor Dredging Berhad Shareholders Navigate a Challenging Year as Stock Lags Market

Investors in Selangor Dredging Berhad (KLSE:SDRED) have faced an 11% total loss over the past year, underperforming the broader market's positive return. While the share price decline reflects recent operational headwinds, long-term holders have seen more modest erosion in value.

Feb 3, 2026

Business

Vaxcyte's Stock Surge: A Sign of Promise or a Valuation Trap?

Vaxcyte's shares have surged over 38% in three months, reigniting debate on whether the clinical-stage biotech is undervalued or if investors are overlooking significant risks in its unproven pipeline.

Feb 3, 2026

Business

Norway's $2.2 Trillion Wealth Fund Stress-Tests a Severe AI Investment Bust

The world's largest sovereign wealth fund has modeled a scenario where the AI-driven capital spending boom fails to deliver productivity gains, projecting a potential 53% plunge in global equities and a 35% hit to its own portfolio value.

Feb 3, 2026

Business

Buffett's Blueprint: Two Financial Picks From the Berkshire Portfolio Poised for Gains

Even as Berkshire Hathaway enters a new chapter, the enduring value of Warren Buffett's investment philosophy shines through in two financial sector holdings—Ally Financial and Jefferies Financial—that analysts see as compelling opportunities this February.

Feb 3, 2026

Business

Arcellx Stock Soars 116% in Three Years: Is the Biotech Still a Buy at Current Levels?

Arcellx shares have delivered stellar multi-year gains, prompting investors to question if the rally still has room to run. A deep dive into valuation metrics reveals a complex picture, with discounted cash flow models pointing to significant upside while price-to-book ratios suggest a more cautious stance.

Feb 3, 2026

Business

Coastal Financial's Stock Slump: A Buying Opportunity or a Sign of Deeper Trouble?

Shares of Coastal Financial (CCB) have tumbled over 13% in the past month, sparking debate among investors. While a proprietary valuation model suggests the stock is deeply undervalued, its premium P/E ratio tells a conflicting story. We examine the numbers and the broader context for regional banks.

Feb 3, 2026

Business

Palomar Holdings: The Specialty Insurer Defying Market Expectations

Amid a volatile market, specialty insurer Palomar Holdings (PLMR) presents a compelling growth story. With a disciplined underwriting strategy, robust risk management, and a track record of doubling profits every few years, the company trades at multiples that may significantly undervalue its consistent execution and expansion potential.

Feb 3, 2026

Business

BD's $18.9 Billion Spin-Off Deal Fuels Bullish Outlook for 'New BD'

As Becton Dickinson's complex Reverse Morris Trust transaction nears its 2026 close, analysts argue the market is overlooking a significant value catalyst and an attractively priced remaining business.

Feb 3, 2026

Business

H&R Block: The Bull Case for a Tax Season Titan

Amid market volatility, H&R Block (HRB) presents a compelling value proposition. With aggressive share buybacks, robust cash flow, and strategic expansion beyond tax season, the financial services firm is drawing investor attention for its resilience and shareholder returns.

Feb 3, 2026

Business

Voice AI Pioneer SoundHound Sees Sharp Sell-Off, But Bulls See a Buying Opportunity

Shares of SoundHound AI have plummeted over 50% in recent months, diverging sharply from its reported strong revenue growth and a massive addressable market. Some analysts argue the pullback has created an undervalued entry point for the voice recognition specialist.

Feb 3, 2026

Business

Udemy's Valuation Holds Steady Amid Coursera Deal Scrutiny: What's Next for UDMY?

As the market digests Coursera's recent merger, Udemy's fair value estimate remains anchored at $8.51 per share. While analysts make minor adjustments to growth and discount rate assumptions, investors are left weighing what catalysts could redefine the online learning stock's trajectory.

Feb 3, 2026

World

Venezuela Rewrites Its Oil Playbook: A Historic Reversal Seeks to Lure Back Foreign Capital

In a landmark shift, Venezuela's interim government has enacted a sweeping reform of its oil industry, dismantling decades of state control. The move aims to revive production but faces deep-seated risks and questions over who will truly benefit.

Feb 2, 2026

World

Venezuela Rewrites Its Oil Playbook: A Historic Reversal Seeks to Lure Back Foreign Capital

In a landmark move, Venezuela's interim government has enacted a sweeping reform of its oil industry, dismantling core tenets of two decades of socialist policy. The overhaul aims to revive production but faces deep-seated risks and questions over its ultimate beneficiaries.

Feb 2, 2026

Business

First Mid Bancshares: A Regional Bank's Rally Raises Valuation Questions

Shares of First Mid Bancshares (FMBH) have surged approximately 17% over the past three months, prompting investors to scrutinize whether the regional lender's current valuation still offers value amidst its strong fundamentals and a potentially shifting interest rate landscape.

Feb 2, 2026

Business

Julius Bär's Share Price Surge: Is the Swiss Bank Still a Hidden Gem?

Despite a 22.9% rally over the past year, new analysis suggests Julius Bär Gruppe shares may still be trading at a significant discount to their intrinsic value, presenting a potential opportunity for value-focused investors.

Feb 2, 2026

Business

The $10 Million-Plus Home Market Defies Gravity as Broader Housing Slows

A new report reveals a stark divergence in the U.S. housing market: while high rates cool mainstream activity, ultra-luxury sales above $10 million surged to a record $38.6 billion in 2025, driven by new wealth creation and a flight to tangible assets.

Feb 2, 2026

Business

Valuation Check: Is Technology One's Share Price Running Ahead of Itself?

A deep dive into the software company's valuation using a discounted cash flow model suggests its shares may be trading at a significant premium to their estimated intrinsic value.

Feb 2, 2026

Business

The Digital Heist: How AI-Powered Fraudsters Are Targeting the Freight Industry

As cargo theft evolves from petty crime to sophisticated, high-value scams, logistics firms like Echo Global Logistics are deploying advanced AI and human vigilance in a high-stakes battle for security. Senior VP Jeff Starr details the new frontline in freight fraud.

Feb 2, 2026