This account is managed by Noah's Arc Capital Management. Our goal is provide Wall Street level insights to main street investors. Our research focus is mainly on 20th century stocks (old economy) undergoing a 21st century transformation, but occasionally we'll write on companies that help transform 20th century firms as well. We look for innovations in a business model that will cause a stock to change dramatically. Associated with SA contributor Elijah Buell.Analyst’s Disclosure: I/we have a beneficial lo ...

Robinhood stock is down, but it's not out.Shares of Robinhood (HOOD -4.59%) have fallen as much as 45% from their recent peak, but is that an opportunity for long-term investors? We explain why there's still risk, but the opportunity is looking more compelling today given Robinhood's maturing asset base.*Stock prices used were end-of-day prices of March 17, 2025. The video was published on March 18, 2025. ...

Core Viewpoint - Defiance ETFs has launched HOOX, a 2X leveraged single-stock ETF aimed at providing amplified exposure to Robinhood Markets, Inc. (NASDAQ:HOOD) without the need for a margin account [1][2][3] Group 1: Product Overview - HOOX seeks to achieve daily investment results that correspond to twice (200%) the daily percentage change of Robinhood Markets [2] - The ETF is designed for investors looking for enhanced returns as Robinhood expands its offerings and influences the future of trading [3] Group 2: Company Background - Defiance ETFs, founded in 2018, specializes in thematic, income, and leveraged ETFs, positioning itself as a leader in ETF innovation [6] - The company aims to empower investors by providing leveraged single-stock ETFs that allow for amplified positions in high-growth companies [6] Group 3: Investment Strategy - HOOX is intended for knowledgeable investors who understand the risks associated with daily leveraged investment objectives [4][15] - The fund's structure allows for daily rebalancing, resulting in a higher number of portfolio transactions compared to traditional ETFs [16]

NEW YORK, March 18, 2025 (GLOBE NEWSWIRE) -- Bragar Eagel & Squire, P.C., a nationally recognized stockholder rights law firm, is investigating potential claims against RobinHood Markets, Inc. (“RobinHood” or the “Company”) (NASDAQ: HOOD) on behalf of RobinHood stockholders. Our investigation concerns whether RobinHood has violated the federal securities laws and/or engaged in other unlawful business practices. Click here to participate in the action. On March 7, 2025, the Financial Industry Regulatory Auth ...

Core Insights - Robinhood Derivatives, LLC is launching a prediction markets hub within the Robinhood app, enabling customers to trade on outcomes of major global events, including the Federal Reserve funds rate in May [1] - Following this announcement, Robinhood's shares increased by 7.1% in the trading session [1] - The prediction markets hub will initially be available in the U.S. through KalshiEX LLC, a regulated exchange [2] Company Developments - The prediction markets hub aligns with Robinhood's goal to become a full-service financial firm and compete with leading derivatives brokers [5] - Event contracts gained popularity after their launch in October 2024, with over 500 million contracts traded within a week [3] - Robinhood's shares have surged 84.2% over the past six months, significantly outperforming the industry's 11% growth [5] Competitive Landscape - Interactive Brokers Group, Inc. has also expanded its event contract offerings to meet rising demand, starting with U.S. election results in October 2024 [4] - Both companies are capitalizing on the growing interest in prediction markets, which allow traders to bet on various outcomes across different sectors [4]

Group 1 - The momentum-trade unwind has been significant, with the momentum factor showing positive performance across various timeframes until mid-February [1] - Companies like Robinhood (NASDAQ: HOOD) experienced a rapid decline in performance after previously thriving in the momentum trade environment [1] Group 2 - The article emphasizes the importance of empirical data and evidence-based narratives in financial analysis [1] - It highlights the role of macro drivers in influencing asset classes such as stocks, bonds, commodities, currencies, and cryptocurrencies [1]

Group 1 - Robinhood has launched a prediction markets hub in its app, allowing users to trade on event outcomes, starting with contracts related to the Fed funds rate and college basketball tournaments [1][2] - The prediction markets hub will initially be available in the U.S. through Kalshi, an exchange regulated by the Commodity Futures Trading Commission (CFTC) [2] - The company aims to enhance user engagement by increasing wallet share of existing investors and attracting a broader audience to its retail trading platform [4] Group 2 - Robinhood's vice president emphasized the importance of prediction markets at the intersection of various sectors, expressing excitement about offering this new feature while ensuring compliance with regulations [3] - In the fourth quarter, Robinhood reported 26.2 million accounts and a transaction-based revenue of $672 million, marking a 236% increase year-over-year and a 111% increase from the previous quarter [3] - The company has introduced new features such as Robinhood Legend and plans to launch index options, futures, and a realized profit and loss tool, indicating strong momentum in its offerings [5]

Core Insights - The first quarter of 2025 has introduced significant volatility in the markets, impacting trading trends and investor sentiment [1] - Robinhood, a growth stock, has been disproportionately affected by the heightened market volatility and fear over the past month [1] Company Analysis - Robinhood is experiencing notable fluctuations in its stock performance due to the current market conditions [1] - The company has been a focal point for investors, particularly in light of its recent trading trends and market reactions [1] Industry Context - The overall market environment has shifted dramatically, leading to increased trading activity and changes in investor behavior [1] - The technology sector, including companies like Robinhood, is facing challenges and opportunities as a result of these market dynamics [1]

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Core Viewpoint - PayPal's growth has slowed significantly, while Robinhood has shown a strong recovery and growth potential, making Robinhood a more attractive investment option at this time [2][12]. PayPal Analysis - PayPal's stock has declined over 25% in the past three years, contrasting with Robinhood's nearly 280% increase [2]. - The company experienced a setback when eBay switched to Adyen as its preferred payments provider, but it initially managed to grow during the pandemic [3]. - PayPal's revenue growth has cooled, with only an 8% increase in both 2022 and 2023, and a decline in active accounts by 2% in 2023 [4]. - The take rate has not increased annually since its spinoff from eBay in 2015, indicating struggles to compete in the digital payments market [5]. - For 2024, PayPal's revenue and adjusted EPS are expected to grow by 7% and 21%, respectively, with analysts projecting 4% revenue growth and 8% adjusted EPS growth for 2025 [6]. Robinhood Analysis - Robinhood's revenue surged by 245% in 2020 and 89% in 2021 due to pandemic-related factors, but it faced a 25% revenue decline in 2022 as market conditions changed [8]. - In 2023, Robinhood's revenue rebounded by 37%, driven by market stabilization and the expansion of its ecosystem, including new financial products [9]. - The company achieved a 58% revenue increase in 2024 and became profitable on a GAAP basis, largely due to interest rate cuts and an increase in Gold subscribers [10]. - For 2025, analysts expect Robinhood's revenue and adjusted EBITDA to rise by 26% and 41%, respectively, while GAAP EPS is projected to dip by 8% [11]. Investment Conclusion - PayPal is transitioning from a growth stock to a value stock, likely trading at a discount for the foreseeable future without significant catalysts [12]. - Robinhood has substantial growth potential as it continues to attract investors and expand its subscription services, making it a more compelling investment choice compared to PayPal [13].