Core Insights - Meta has significant AI revenue opportunities, as highlighted in previous analyses, and recent earnings reports for Q2 and Q3 have provided further insights into its financial performance [1] Group 1: Business Performance - The long-term return on a stock is closely tied to the underlying business's performance, with a business earning 6% on capital over 40 years yielding similar returns for investors, while a business earning 18% over 20-30 years can lead to substantial gains even at higher purchase prices [1] - The impact of taxes on investment returns is significant; for instance, a 15% annual return subjected to a 35% tax at the end results in a 13.3% return, whereas paying taxes annually reduces the effective return to 9.75% [1] Group 2: Investment Philosophy - The investment philosophy emphasizes the importance of holding quality companies for extended periods to maximize returns, particularly considering the effects of compounding and taxation [1]

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Core Insights - Linde plc (NASDAQ:LIN) is facing challenges due to a weak European economy, with a reported 3% decline in sales volumes in its Europe, Middle East, and Africa business during the fiscal third quarter [2] - The company has guided its fourth quarter earnings per share to be between $4.10 and $4.20, which is below the $4.23 estimated by LSEG analysts [2] - UBS has maintained a Buy rating for Linde and set a price target of $500, while CICC has initiated coverage with a higher target of $510 and an Outperform rating [3] Company Performance - Linde's recent earnings report on October 31 indicated struggles in the European market, impacting overall sales [2] - The company is projected to accelerate its earnings per share growth from 6% in 2025 to 9% to 10% in 2026 according to UBS [3] Market Context - Jim Cramer highlighted the lack of industrial reshoring in the US as a concern for Linde, noting that industrial gas companies typically benefit from such trends [4] - Cramer expressed skepticism about the current state of reshoring, indicating that Linde has not seen the expected benefits from this economic shift [4]

We recently published 12 Stocks on Jim Cramer’s Radar.  The Gap, Inc. (NYSE:GAP) is one of the stocks aon Jim Cramer's radar. The Gap, Inc. (NYSE:GAP) is a well-known American apparel retailer. Its shares are up by 15% year-to-date but have spent a tumultuous time on the market. The volatility in The Gap, Inc. (NYSE:GAP)’s shares comes at a time when it is in the midst of a turnaround under CEO Richard Dickson. For instance, the shares dipped by 20% on May 30th after the firm shared that it could face as ...

Faruqi & Faruqi, LLP Securities Litigation Partner James (Josh) Wilson Encourages Investors Who Suffered Losses In StubHub To Contact Him Directly To Discuss Their Options If you purchased or otherwise acquired stock of StubHub pursuant and/or traceable to StubHub’s registration statement for the initial public offering held on or about September 17, 2025 and would like to discuss your legal rights, call Faruqi & Faruqi partner Josh Wilson directly at 877-247-4292 or 212-983-9330 (Ext. 1310). [You may also ...

Core Insights - Bristol-Myers Squibb Company (NYSE:BMY) is receiving increased attention from analysts, with multiple firms issuing positive ratings and price targets, indicating a favorable outlook for the company [2][3]. Analyst Ratings - Jefferies reiterated a Buy rating with a price target of $68 on December 4th, while Scotiabank raised its target from $45 to $53, maintaining a Sector Perform rating [2]. - Guggenheim set a price target of $62 with a Buy rating on December 12th, reflecting optimism about the company's pipeline [2]. Regulatory Developments - The FDA granted traditional approval to Bristol-Myers' Breyanzi drug for certain patients with relapsed or refractory marginal zone lymphoma on December 4th [3]. - On December 11th, the FDA also granted Priority review to Opdivo for the treatment of Hodgkin lymphoma, further enhancing the company's regulatory profile [3]. Market Context - Jim Cramer discussed Bristol-Myers in relation to broader drug stocks, suggesting that the stock could see higher multiples despite a lack of new developments [4]. - The commentary indicates a belief that the market may be willing to assign higher valuations to drug stocks, including Bristol-Myers, in the current environment [4].

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We recently published 12 Stocks on Jim Cramer’s Radar.  Pfizer Inc. (NYSE:PFE) is one of the stocks on Jim Cramer's radar. Pfizer Inc. (NYSE:PFE)’s shares are down by 5.90% year-to-date, and December has been a tumultuous month for them. On Tuesday, the stock dipped by 5.2% after the firm released its full-year 2026 guidance. The figures saw Pfizer Inc. (NYSE:PFE) forecast 2026 revenue to range between $59.5 billion to $62.5 billion and profit per share between $2.80 and $3. Both of these were below LSEG ...

Key Takeaways NuScale Power has NRC-approved SMR designs and a proposed 6-GW TVA-led program, but revenues remain minimal.SMR faces long project timelines, large milestone payments and non-binding PPAs that delay cash flow.Oklo is advancing multiple reactor programs and reports 14-GW customer pipeline driven by data center demand.NuScale Power (SMR) and Oklo (OKLO) are both important companies in the nuclear energy industry. NuScale Power focuses on building small modular reactors for clean energy projects. ...

Key Takeaways ICE's top line is poised to improve on strength in global data services, index business, and pricing data. ICE expects low-to-mid single-digit 2025 Mortgage Technology revenue growth. ICE faces elevated expenses and leverage pressures, but gains from solid balance sheet and dividend growth. Intercontinental Exchange Inc. (ICE) has been trading above its 50-day simple moving average (SMA), signaling a short-term bullish trend. Its share price, as of Dec. 18, 2025, was $160.07, down 15.4% from i ...