Billionaire With 30 Years of 30% CAGR Gains Dumped Nvidia, Palantir, and Eli Lilly
247Wallst· 2025-12-17 15:05
Very few investors can match Stanley Druckenmiller. He delivered an average annual return of over 30% over three decades at Duquesne Capital without a single losing year, but he does not own Nvidia (NASDAQ:NVDA), Palantir (NASDAQ:PLTR), and Eli Lilly (NYSE:LLY) today. We'll look into why in a bit. Druckenmiller is a timeless icon who has done very well in the recent past, with his portfolio up 9.07% in just Q3 2025 alone. His current portfolio contains 62 holdings. You'd expect his top holdings to be the us ...
Fresh Del Monte: Healthy Food, Strong Fundamentals And Growing Dividends Support Their Re-Rating
Seeking Alpha· 2025-12-17 15:05
As of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market stocks, which I believe could help me provide useful content for readers. After writing my own blog for about 3 years, I decided to switch to a value investing-focused YouTube channel, where I researched hundreds of different companies ...
Humana Isn’t Broken, But The Stock Has No Real Edge Right Now (NYSE:HUM)
Seeking Alpha· 2025-12-17 15:04
Humana Inc.'s ( HUM ) stock dropped about 9% since I last checked in back in early October, from $284 to $258 per share. The price was jumpy, swinging up to $302 in October and falling to $221 inWith over 15 years of experience in the markets and a degree in economics, I focus on breaking down companies with clarity and discipline. My goal is to give individual investors a straightforward, honest view—what’s working, what isn’t, and where the risks and opportunities actually are. I don’t chase narratives. I ...
This chart suggests Santa rallies typically pick up late in December
Yahoo Finance· 2025-12-17 15:04
Investing.com -- A chart highlighted by Sevens Report suggests that U.S. stock market gains in December have typically been driven by strength later in the month rather than early trading. The latest Sevens Report states that December has been “one of the stock market’s best months of the year,” citing data from Carson Group’s Ryan Detrick showing the S&P 500 has averaged a 1.4% return over the past 75 years and finished higher 73.3% of the time. That makes December the month with the highest historical ...
Critical Metals Corp.: All Eyes On Initial Production In 2026
Seeking Alpha· 2025-12-17 15:04
First Principles Partners is an equity research analyst specializing in technology, innovation, and sustainability investment. My unique approach, "First Principles," involves breaking down complex problems to their most basic elements in terms of financial and technology, enabling me to uncover overlooked investment opportunities.With a strong background in investment, private equity and venture capital, I have a proven track record of delivering strong returns for readers. Articles on Seeking Alpha focus ...
Strategic Shift Position XPEL For Long-Term Profitability (NASDAQ:XPEL)
Seeking Alpha· 2025-12-17 15:03
XPEL is up 25% YTD and up more than 44% the last three months. The boom came after their Q3 numbers in early November. The market seems opportunistic about XPEL's future potential due to strong sales growth, newHi, my name is Sander Pettersen Heio, and I’m based in Norway. My investment focus spans small-cap to mid-cap companies and foreign equities, with a particular emphasis on the Nordic market. I analyze businesses across diverse industries, identifying both established players and emerging growth leade ...
Strategic Shift Position XPEL For Long-Term Profitability
Seeking Alpha· 2025-12-17 15:03
XPEL is up 25% YTD, and up more than 44% the last three months. The boom came after their Q3 numbers in early November. The market seems opportunistic about XPEL's future potential due to strong sales growth, new productHi, my name is Sander Pettersen Heio, and I’m based in Norway. My investment focus spans small-cap to mid-cap companies and foreign equities, with a particular emphasis on the Nordic market. I analyze businesses across diverse industries, identifying both established players and emerging gro ...
Netflix to add soccer video game based on FIFA World Cup next year
Reuters· 2025-12-17 15:03
Netflix on Wednesday said it will add a soccer simulation title to its gaming portfolio, as the streaming giant looks to leverage the FIFA World Cup 2026 tournament to deepen its video game push. ...
Exclusive: Google works to erode Nvidia's software advantage with Meta's help
Reuters· 2025-12-17 15:03
Alphabet's Google is working on a new initiative to make its artificial intelligence chips better at running PyTorch, the world's most widely used AI software framework, in a move aimed at weakening N... ...
Uber Technologies: Long-Term, Steady Compounder At A Bargain (Rating Upgrade) (UBER)
Seeking Alpha· 2025-12-17 15:02
It’s been almost a year since I first covered Uber Technologies, Inc. ( UBER ), and during the year, the company grew on me, which prompted me to give it another go. The company’s potential remains vast, with a lot of TAMMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to tim ...