I like finding bargains. Of course, finding a good investing deal is more complicated than finding a bargain at the store. But good bargain stocks exist. In my view, cosmetics company e.l.f. Beauty (NYSE: ELF), cybersecurity specialist Rubrik (NYSE: RBRK), and website pioneer GoDaddy (NYSE: GDDY) are three bargain stocks for 2026 and beyond. Allow me to give a brief investment thesis for each one. Will AI create the world's first trillionaire? Our team just released a report on the one little-known compan ...

Rubrik Inc. (NYSE:RBRK) is one of the best new tech stocks to invest in now. On February 4, Rubrik announced the promotion of Jesse Green to Chief Revenue Officer, where he will lead the company’s global revenue organization. Green previously served as President of Rubrik Americas and brings nearly 25 years of leadership experience from companies such as MongoDB and AppDynamics. He succeeds Brian McCarthy, who is departing for a new opportunity after establishing a strong organizational culture and a tra ...

Core Viewpoint - The cybersecurity industry is considered safe from AI disruption, particularly companies like Rubrik that focus on data recovery and management rather than just prevention [1][12]. Company Overview - Rubrik's stock has decreased over 45% from its all-time high in mid-2025, yet the company is thriving, presenting a compelling investment opportunity [2]. - The current stock price is $54.55, with a market cap of $11 billion [5]. Business Model and Performance - Rubrik provides enterprises with solutions for safe data storage and recovery in the event of cyberattacks, which allows it to avoid reputational risks faced by competitors [4]. - The company’s annual recurring revenue (ARR) increased by 34% year-over-year to $1.35 billion in Q3 2025, driven by a 27% growth from customers spending over $100,000 annually [6]. - Rubrik generates positive free cash flow, which is growing rapidly on a per-share basis, with the stock trading at 44 times its free cash flow [7]. Market Position and Valuation - Despite some perceptions of high valuation, Rubrik's rapid growth and profitability justify its current stock price [9]. - The company is expected to achieve approximately 40% year-over-year revenue growth for the upcoming fourth quarter, with preliminary results indicating even better performance than guidance [12]. Industry Context - AI agents present new security risks as they access enterprise data, but Rubrik's platform allows for controlled access and offers solutions to reverse potential mistakes made by AI [11]. - The cybersecurity sector is viewed as resilient against AI disruption, with Rubrik proactively addressing emerging challenges [12].

Group 1 - The article discusses the potential for investors to position themselves in undervalued stocks that are mispriced by the market as February begins [1] - Stone Fox Capital, based in Oklahoma, is led by Mark Holder, a CPA with 30 years of investing experience, including 15 years as a portfolio manager [2] - The investing group "Out Fox The Street" provides stock picks, deep research, model portfolios, daily updates, real-time alerts, and community chat for investors [2] Group 2 - The article emphasizes the importance of conducting personal research or consulting a financial advisor before making investment decisions [4] - It highlights that past performance is not indicative of future results, and no specific investment recommendations are provided [5]

Core Insights - Rubrik Inc. is identified as a strong machine learning stock to consider for investment, despite a recent price target reduction by Goldman Sachs from $120 to $80, while maintaining a Buy rating [1][9] - The rapid pace of AI innovation is highlighted, with examples such as Claude Cowork and OpenAI's Frontier, indicating the evolving nature of the AI ecosystem [2] - Goldman Sachs notes that Rubrik operates in a relatively insulated segment of the technology stack, suggesting selective investment opportunities despite market volatility [3] Company Performance - Rubrik's share price has experienced a significant correction, with a year-to-date decline of 26%, and analysts have adjusted price targets downward due to lower valuation multiples and competitive pressures [4] - Despite the price adjustments, 96% of analysts maintain a Buy rating on Rubrik, with a consensus one-year median price target of $108.5, indicating a potential upside of 94% [5] Company Overview - Rubrik Inc. specializes in cybersecurity, focusing on data protection, cyber resilience, and enterprise AI, with its Security Cloud platform designed to secure and recover data across cloud environments [6]

Core Viewpoint - Chinese automaker BYD has initiated a lawsuit against the U.S. government, contesting President Donald Trump's authority to impose tariffs and seeking a refund for all levies paid [1] Group 1: Company Actions - BYD is challenging the legality of the tariffs imposed by the U.S. government, which it argues are excessive and unjustified [1] - The lawsuit aims to recover all tariffs that BYD has previously paid, indicating a significant financial impact on the company [1] Group 2: Industry Implications - The legal action taken by BYD may set a precedent for other automakers facing similar tariff challenges, potentially influencing the broader automotive industry [1] - The outcome of this lawsuit could affect trade relations between the U.S. and China, particularly in the automotive sector, which is heavily impacted by tariff policies [1]

Core Insights - The article discusses the author's journey from a political career to value investing, emphasizing the importance of risk management and long-term wealth growth [1] Group 1: Career Transition - The author initially pursued a career in politics but shifted to finance after facing challenges in 2019, recognizing the need for financial stability [1] - The transition to value investing was motivated by a desire to make money work effectively and to protect against future setbacks [1] Group 2: Professional Experience - From 2020 to 2022, the author worked in a sales role at a law firm, where they became the top-grossing salesman and managed a team, contributing to sales strategy [1] - The experience gained during this period was instrumental in assessing company prospects based on sales strategies [1] Group 3: Investment Advisory Role - Between 2022 and 2023, the author served as an investment advisory representative with Fidelity, focusing on 401K planning [1] - The author excelled in this role, passing Series exams ahead of schedule, but felt constrained by Fidelity's reliance on modern portfolio theory, leading to a decision to leave after a year [1] Group 4: Current Endeavors - In November 2023, the author began writing for Seeking Alpha, sharing investment opportunities discovered through personal experience [1] - The articles serve as a platform for the author to document and share the investment journey with readers [1]

Core Insights - Fitzroy Minerals Inc. has reported significant exploration progress at its Buen Retiro and Caballos copper projects in northern Chile, highlighting the discovery of new mineralization targets and promising drilling results [1][2][3]. Buen Retiro Project - The Phase 2 drilling at Buen Retiro has completed 8,300 meters across 29 drill holes, with new drilling contracts signed for an additional 10,400 meters of diamond drilling and 3,000 meters of reverse circulation drilling planned for 2026 [4][16]. - Drill hole BRT-DDH041 intersected 108 meters at 0.41% Cu, including 48 meters at 0.77% Cu, while BRT-DDH043 intersected 77 meters at 0.46% Cu, including 20 meters at 0.97% Cu, indicating strong mineralization [5][8]. - The reverse circulation drill hole BRT-RCD008 extended the Southwest oxide target to 1.7 kilometers, intersecting 213 meters at 0.19% Cu [13][14]. - The mineralization trend at Buen Retiro has been extended by 300 meters, now totaling 1,700 meters, with ongoing exploration to further define the mineralized system [13][9]. Caballos Project - At Caballos, Phase 1 drilling has been completed with 3,154 meters across nine holes, and an airborne geophysical survey is scheduled for Q1 2026 to enhance geological understanding [18][22]. - Drill hole CAB-DDH009 returned 71 meters at 0.41% CuEq, indicating a complex copper system with significant alteration and mineralization [19][20]. - The geological features observed in the drill cores are consistent with economic porphyry copper deposits, suggesting strong potential for further exploration [19][21]. Next Steps - The company plans to integrate geophysical data into its geological model to inform Phase 2 drilling at both Buen Retiro and Caballos, with a focus on mapping subsurface geology and identifying conductive features [22][16]. - Discussions regarding a Heap Leach Joint Venture Copper Project with Sociedad Punta del Cobre S.A. are ongoing, with plans for a Pre-Feasibility Study to meet NI 43-101 disclosure requirements [17].

Group 1 - Rubrik (RBRK) stock peaked at $97 per share in June 2025 but has since lost nearly 50% of its value, currently trading at $51 [1] - Amrita leads a boutique family office fund in Vancouver, focusing on sustainable, growth-driven companies to maximize shareholder equity [1] - The fund aims to democratize financial literacy and simplify complex macroeconomic concepts for better understanding [1] Group 2 - Amrita has a background in high-growth supply-chain start-ups and has worked with venture capital firms to enhance user acquisition [1] - Her newsletter, The Pragmatic Optimist, has been recognized as a top finance newsletter and focuses on portfolio strategy and valuation [1]

Financial Expectations - Rubrik, Inc. announced preliminary expectations for its fourth fiscal quarter and fiscal 2026 financial results on February 4, 2026[4]. - The press release detailing these changes and financial expectations is attached as Exhibit 99.1[4]. Leadership Changes - Brian McCarthy, President of Global Sales and Field Operations, will resign effective February 6, 2026, with Jesse Green promoted to Chief Revenue Officer[6].