Core Insights - The investment approach focuses on identifying businesses with potential for long-term growth and significant terminal value generation [1] - Emphasis is placed on understanding core business economics, including competitive advantages, unit economics, reinvestment opportunities, and management quality [1] - The goal is to generate long-term free cash flow and create shareholder value through fundamental research in sectors with strong secular tailwinds [1] Investment Philosophy - The investor is self-educated with a decade of experience in managing personal funds, primarily sourced from friends and family [1] - The motivation for sharing insights is to provide value to readers and receive feedback from the investment community [1] - The analysis aims to highlight the key drivers of long-term equity value, ensuring that it is both analytical and accessible [1]

Core Insights - Six IPOs debuted this week, raising a combined $2.7 billion [2] - Two SPACs also listed during the same period [2] - Ten IPOs and six SPACs submitted initial filings [2] - Cybersecurity provider Netskope (NTSK) priced its IPO at the top of its upwardly revised range [2]

Porsche and Volkswagen chief Oliver Blume says carmakers are ‘experiencing massive changes’ - Alex Kraus/Bloomberg Porsche has delayed the launch of its new electric vehicle (EV) as weak demand forces the German car manufacturer to focus on petrol and diesel engines. The company, owned by Volkswagen, said the launch-date for an EV version of its new SUV had been scrapped and the model would instead be sold as a combustion engine and plug-in hybrid version. Porsche said the delay was a “response to the ...

Group 1 - The Special Opportunities Fund (NYSE: SPE) reported a market performance of 10.62% for the first half of 2025, exceeding the S&P 500's performance of 6.20% by over 400 basis points [2] - The fund is managed by George Spritzer, CFA, who specializes in closed-end funds and aims to profit from special situations as catalysts [2] - The investing group Yield Hunting focuses on providing income investors with yield opportunities while minimizing equity market risks, managing four portfolios with various yield targets [1][2] Group 2 - The Special Opportunities Fund's semi-annual shareholder report highlights its strong performance relative to the broader market, indicating effective management strategies [2] - The fund's performance metrics suggest a robust investment strategy that may appeal to income-focused investors [2] - The group associated with George Spritzer offers resources such as newsletters, trade alerts, and rankings of closed-end funds based on yield [1][2]

Bloom Energy Corporation (NYSE:BE) is one of the stocks Jim Cramer recently discussed. Cramer mentioned that he should have recommended the company stock, but he did not. He said: “Now I’ve always admired Bloom’s technology, but frankly, I never thought much of its stock because the company’s been a chronic money loser. For years, the stock did nothing, and eventually I stopped paying attention to it. That was wrong. And now we’ve got still one more reason why, Oracle. If you want to build as many data ce ...

New Gold Inc. (NYSE:NGD) is one of the stocks Jim Cramer recently discussed. A caller who bought NGD shares around $1.70 a year ago and has seen the price rise to the mid-$6 range asked for Cramer’s thoughts on the stock’s recent performance. In response, he said: “Look, I have to tell you, if it’s gold, it’s going higher. You know, I’m a believer, I’ve been saying it over and over. Gold’s a great place to be, but my favorite is Agnico Eagle. My second is Newmont Mining.” Photo by Gold-bar-jingming-pan ...

Globalstar, Inc. (NASDAQ:GSAT) is one of the stocks Jim Cramer recently discussed. During the lightning round, a caller asked for Cramer’s thoughts on the stock, and he commented: “I have to admit, I have waited for this to happen, and it’s finally breaking… It’s finally breaking out.” Stock market data. Photo by Photo by Alesia Kozik Globalstar, Inc. (NASDAQ:GSAT) delivers mobile satellite services and equipment supporting voice, data, IoT connectivity, and asset tracking across industries such as go ...

Costco Wholesale Corporation (NASDAQ:COST) is one of the stocks Jim Cramer recently discussed. Answering a caller’s query about the stock, Cramer said: “I think that Costco is a great long-term hold. There’s never been a moment where it’s cheap. And that is something that the late Charlie Munger talked about. He was on the board of Berkshire Hathaway. Never. So my belief is that you buy this slowly. You want to buy 50 shares? Buy 10 here. Wait for it to come down. I think it’s a great stock. Don’t buy it ...

Target Corporation (NYSE:TGT) is one of the stocks Jim Cramer recently discussed. A caller who purchased TGT shares near its lows and is now facing losses amid the CEO transition and related uncertainty asked Cramer for his thoughts. He replied: “Well, the stock’s down 33%. Now, I am in a wait-and-see mode on this. Why? Because I want to know this new CEO. I want to know what he’s cut out. I don’t know whether he is the right guy or not. I say we have to wait and see before I would possibly advise you to ...

Wells Fargo & Company (NYSE:WFC) is one of the stocks Jim Cramer recently discussed. Cramer discussed the stock’s valuation during the episode. He commented: “I happen to like Wells Fargo, where Mayo toils, because CEO Charlie Scharf has resurrected this bank this time from regulatory hardship… Wells Fargo, Bank of America, and Citigroup sell at ridiculously low, around 10 to 12 times next year’s numbers. That’s not sustainable. It’s going to go higher.” wells, fargo, bank, banking, outdoor, corporation ...