Core Viewpoint - Duolingo's stock fell 14% following the release of its fourth-quarter results, primarily due to a strategic shift towards prioritizing user growth over immediate monetization, which has raised concerns among investors [1][7]. Financial Performance - Duolingo reported a 35% year-over-year revenue increase, reaching $282.9 million, driven by a 30% rise in daily active users to 52.7 million and a 28% increase in paid subscribers to 12.2 million [5]. - The company's net income surged to $42.0 million from $13.9 million year-over-year, and it announced a $400 million share repurchase program, indicating strong free cash flow generation [6]. Strategic Shift - Management is intentionally slowing down near-term financial results to focus on expanding its user base, aiming for 100 million daily active users by 2028, which involves enhancing the free user experience [7][8]. - This strategy includes an estimated investment of over $50 million in foregone bookings to support the free user experience and the introduction of new subjects like math, music, and chess [8]. Future Guidance - For Q1, Duolingo expects revenue growth of 25%, down from 35% in Q4, with full-year 2026 revenue growth projected at 15% to 18% and total bookings growth slowing to 10% to 12% [9]. - Management anticipates a contraction in adjusted EBITDA margin to about 25% in 2026 due to increased investments in marketing and AI features [10]. Market Valuation - The stock is currently valued at approximately 32 times earnings, suggesting that investors expect sustained strong growth and margin expansion [12]. - Concerns arise regarding the potential delay in reaccelerating bookings due to the strategic pivot, which may not provide sufficient margin of safety given the stock's premium valuation [12][13].

Core Viewpoint - GoldMining Inc. has filed its annual financial statements, management's discussion and analysis, annual information form, and annual report on Form 40-F for the fiscal year ending November 30, 2025, providing insights into the company's financial position, operations, and projects [1]. Group 1: Financial Filings - The annual filings are accessible on the company's profile at SEDAR, EDGAR, and the company's website [1]. - The Form 40-F is specifically available under the company's profile on EDGAR [1]. Group 2: Company Overview - GoldMining Inc. is a public mineral exploration company focused on acquiring and developing gold assets in the Americas [1]. - The company has a diversified portfolio of resource-stage gold and gold-copper projects located in Canada, the U.S.A., Brazil, Colombia, and Peru [1].

Core Insights - The current market environment for growth investors, particularly in the software sector, has been characterized by significant selling pressure in early 2026 [1]. Group 1: Market Trends - There has been an intense wave of selling pressure in software stocks over the past month, indicating a challenging environment for growth investors [1]. Group 2: Analyst Background - Gary Alexander has extensive experience in covering technology companies on Wall Street and has worked in Silicon Valley, providing insights into current industry themes [1]. - He has been a contributor to Seeking Alpha since 2017 and has been quoted in various web publications, indicating his influence and reach within the investment community [1].

Ellison’s advisers were steeling for at least four more days of hard work. Netflix had the right to match the offer under the terms of its deal with Warner Bros., and Warner Bros. and Paramount announced they’d entered into a definitive merger agreement on Friday. The dramatic turnaround has positioned Paramount to acquire Warner Bros. in a $110 billion transaction that would make the Ellison family owners of one of the largest entertainment empires in the increasingly global industry. The combined company ...

Core Insights - Visa has completed its acquisition of Argentina-based companies Prisma and Newpay, enhancing its capabilities in the region [1][2] - The acquisition is expected to transform Argentina's payments ecosystem by integrating Prisma and Newpay's services with Visa's global network [6][7] Group 1: Acquisition Details - Visa announced on February 19 that it entered into a definitive agreement to acquire Prisma and Newpay, with the transaction closing shortly thereafter [2] - The acquisition is subject to review by the Argentine competition authority, despite being completed [2] Group 2: Company Operations - Prisma provides credit, debit, and prepaid card issuer processing, while Newpay offers real-time payment services, an ATM network, and a bill payment platform [6] - Together, Prisma and Newpay serve millions of consumers and businesses across Argentina [6] Group 3: Technological Advancements - The combination of Prisma and Newpay's technology platforms with Visa's global network will accelerate the deployment of advanced technologies such as tokenization and biometric authentication [7] - These capabilities aim to improve services from issuers and enhance speed and security for consumers [8] Group 4: Ownership and Strategic Transformation - Visa acquired Prisma and Newpay from private equity firm Advent International, which led a strategic transformation of their parent company, Group Prisma [9] - Group Prisma was separated into three independent platforms, with the merchant acquiring business Payway remaining under Advent's ownership [9] Group 5: Market Trends - A report by PYMNTS Intelligence and Galileo Financial Technologies indicates a shift among consumers in Latin America from cash to mobile wallets and digital payment tools [10]

In this article, we will take a look at the 14 Value Stocks to Buy With High Dividend Yields.Dividend strategies can help increase income potential because they focus on companies that regularly pay dividends. These dividends represent a portion of the company’s profits returned directly to shareholders. For many investors, this creates a steady source of income while they remain invested in the stock.According to a report by iShares, companies that pay dividends are often more mature and generate stable ea ...

Core Insights - Data center spending by major tech companies is projected to grow nearly 32% to $650 billion, indicating a significant opportunity in the AI hardware market [1] - Semiconductors are essential for all computing devices, making them a critical investment focus in the tech industry [2] Company Overview - Taiwan Semiconductor Manufacturing Company (TSMC) is a leading player in the semiconductor industry, dominating the foundry market with a 72% market share [6] - TSMC's major clients include Apple and Nvidia, with the latter's Blackwell chips being manufactured at TSMC's Arizona facility [5] Financial Performance - In Q4 2025, TSMC reported net revenue of $33.75 billion, a 25.5% increase year-over-year, with earnings per share climbing 35% [8] - The company's gross margin increased by 3.3 points to 62.3%, and its operating margin grew by 5 points to 54% [9] Revenue Sources - 77% of TSMC's revenue comes from advanced chips (7 nanometers or smaller), which are crucial for AI applications [9] - The high-power computing segment, including AI chips, is the fastest-growing revenue source, up 48% and accounting for 58% of TSMC's revenue in 2025 [10] Expansion Plans - TSMC is set to invest $100 billion to expand its manufacturing facilities in the U.S. as part of a trade deal with Taiwan [7] - The company has cash and cash equivalents totaling $97 billion, with total liabilities of $78.2 billion, indicating strong financial health [11]

Performance Overview - River Oaks Capital's performance since inception shows a return of 73.7% compared to benchmarks like Russell 2000 TR at 61.2% and S&P 500 TR at 132.2% [2] Investment Philosophy - The investment strategy focuses on identifying small, underfollowed public companies that are undervalued and have strong management teams [7][10] - The approach emphasizes rigorous due diligence and active engagement with management to enhance shareholder value [11][12] Company Strategies - **Ascent Industries (ACNT)**: A specialty chemical manufacturer with a market cap of $150 million, focusing on transforming into a 'Chemicals-as-a-Service' model to serve small to mid-size customers [60][88] - **BuildDirect (BILD.V)**: A flooring company with a market cap of $90 million, pursuing a strategy to consolidate the professional flooring industry through acquisitions, aiming for 75+ centers [89][92] - **Truxton Trust (TRUX)**: A financial institution maintaining low operational costs while generating consistent free cash flow, operating efficiently like a private company [40][42] Recent Developments - Ascent Industries has improved gross margins from 5% to ~30% by adjusting pricing and focusing on higher-margin product sales [74][86] - BuildDirect's recent acquisition of Greyn Custom Wood is expected to generate significant incremental revenue and cost savings, enhancing its market position [92][94] Capital Allocation - Ascent Industries plans to utilize its $60 million cash balance for growth investments, share buybacks, and disciplined acquisitions [83][88] - BuildDirect is positioned to grow revenue significantly through strategic acquisitions and operational improvements, targeting a revenue of ~$165 million in the next 2-3 years [110] Market Conditions - The flooring industry is currently experiencing a downturn, leading to lower acquisition prices for professional centers, which presents a favorable environment for strategic acquisitions [102][103]

Core Insights - Coupang Inc. reported record annual sales of 49.1 trillion won ($36.8 billion) in 2025, marking a 14% increase from the previous year [1] - Despite annual gains, fourth-quarter operating profit plummeted 97% due to a personal data breach in December, leading to a quarterly net loss of 37.7 billion won ($28.3 million) [1] Financial Performance - Annual revenue rose to 49.1 trillion won ($36.8 billion), up from 41.3 trillion won ($30.9 billion) the previous year, with a constant currency increase of 18% [1] - Annual operating profit reached 679 billion won ($509 million), an 8% increase from 602.3 billion won ($451 million) in the prior year [1] - Net income for the year totaled 303 billion won ($227 million), more than tripling from the previous year [1] - Fourth-quarter revenue increased 11% year-on-year to 12.81 trillion won ($9.61 billion) but fell 5% from the previous quarter [1] Operational Challenges - Operating profit for Q4 dropped to 11.5 billion won ($8.6 million) from 435.3 billion won ($326 million) a year earlier, with an operating margin of 0.09% [1] - The December data breach negatively impacted revenue growth, active customer numbers, and profitability, although recovery began in the first quarter [1] - Active customers in the product commerce segment totaled 24.6 million in Q4, up 8% year-on-year but down 100,000 from the previous quarter [1] Segment Performance - Product commerce revenue for Q4 was 10.74 trillion won ($8.06 billion), an 8% increase year-on-year [1] - Growth businesses, including Farfetch and Coupang Eats, generated revenue of 2.07 trillion won ($1.55 billion), up 32%, but recorded an adjusted EBITDA loss of 434.9 billion won ($326 million) [1] - Revenue per active customer rose 3% on a constant currency basis to $301 (436,400 won) [1] Cash Flow and Share Repurchase - Operating cash flow for the year decreased to $1.8 billion from $1.91 billion, while free cash flow fell to $527 million from $1.02 billion [1] - The company repurchased 5.9 million shares of Class A common stock for $162 million last year [1]

The Pentagon on Friday declared Anthropic as a Supply Chain Risk after US President Donald Trump ordered government agencies of his country to stop using the AI startup's products, effectively capping the feud between the startup and the US military over guardrails on its technology.Defense Secretary Pete Hegseth in a post announced the decision, asking the Pentagon to stop its contractors and their partners from doing any kind of business with Anthropic.“In conjunction with the President's directive for th ...