I aim to invest in companies with perfect qualitative attributes, buy them at an attractive price based on fundamentals, and hold them forever. I hope to publish articles covering such companies approximately 3 times per week, with extensive quarterly follow-ups and constant updates.I manage a concentrated portfolio targeted at avoiding losers and maximizing exposure to big winners. This means that often I'll rate great companies at a 'Hold' because their growth opportunity is below my threshold, or their d ...

Key Takeaways Fortinet to report Q4 on Feb. 5, guiding revenues of $1.825-$1.885B and non-GAAP EPS of 73-75 cents.FTNT highlighted AI data center moves, including Arista partnership and NVIDIA BlueField-3 integration.Fortinet guided Q4 non-GAAP operating margin of 34.5-35.5% amid planned infrastructure investments.Fortinet (FTNT) is scheduled to report fourth-quarter 2025 results on Feb. 5, after market close.The cybersecurity firm projects revenues between $1.825 billion and $1.885 billion. The Zacks Conse ...

On January 22, Dan Ives, Global Head of Technology Research at Wedbush Securities, and Jeff Kilburg, Founder & CEO of KKM Financial, appeared on CNBC to suggest that easing volatility, AI-driven tech strength, and falling rates support stock picking and potential new market highs. Kilburg expressed excitement over the president’s stated commitments for $18 trillion in domestic investments and noted that futures are pointing toward new all-time highs. Despite a minor market hiccup related to Greenland, Kilbu ...

I aim to invest in companies with perfect qualitative attributes, buy them at an attractive price based on fundamentals, and hold them forever. I hope to publish articles covering such companies approximately 3 times per week, with extensive quarterly follow-ups and constant updates.I manage a concentrated portfolio targeted at avoiding losers and maximizing exposure to big winners. This means that often I'll rate great companies at a 'Hold' because their growth opportunity is below my threshold, or their d ...

Waymo has completed a $16bn financing round that values the autonomous driving company at $126bn on a post-money basis. The investment was led by Dragoneer Investment Group, DST Global and Sequoia Capital. Its parent Alphabet remains the largest shareholder, while Andreessen Horowitz and Mubadala Capital also participated. Other backers included Bessemer Venture Partners, Silver Lake, Tiger Global, T Rowe Price, BDT & MSD Partners, CapitalG, Fidelity Management & Research Company, GV, Kleiner Perkins, ...

Galaxy Digital shares fell on Tuesday after the institutional crypto firm reported a fourth-quarter loss of $482 million, stemming from a 22% decrease in the value of its investment portfolio. The company, which listed its shares on the Nasdaq in May, saw the value of its digital assets and investments decline $449 million in the quarter ended Dec. 31, according to a press release. Although the value of Galaxy’s portfolio fell to $1.7 billion, it still held $2.6 billion in cash and stablecoins. At the end ...

Key Takeaways Teradyne posted Q4 non-GAAP EPS of $1.8, beating estimates by 32.22%, with revenue up 43.7% year over year. TER generated $883M from Semiconductor Test, plus Robotics and Product Test contributions totaling $199M. Teradyne guided Q1 revenues of $1.15-$1.25B and non-GAAP EPS of $1.89-$2.25.Teradyne (TER) reported fourth-quarter 2025 non-GAAP earnings of $1.8 per share, which beat the Zacks Consensus Estimate by 32.22% and surged 89.5% year over year.Revenues of $1.08 billion beat the Zacks Cons ...

Nvidia stock fell more than 3% on Tuesday, extending losses from the previous session, as investors weighed growing scrutiny around the chipmaker's closely watched partnership with OpenAI. ...

Philadelphia, Pennsylvania--(Newsfile Corp. - February 3, 2026) - National plaintiffs' law firm Berger Montague PC announces that a class action lawsuit has been filed against BellRing Brands, Inc. (NYSE: BRBR) ("BellRing" or the "Company") on behalf of investors who purchased or otherwise acquired BellRing securities during the period of November 19, 2024 through August 4, 2025 (the "Class Period").Investor Deadline: Investors who purchased BellRing securities during the Class Period may, no later than Ma ...

Close to two years after losing a proxy fight to longtime Disney boss Bob Iger, billionaire investor Nelson Peltz is still a skeptic.Activist investor and Trian Partners founder Nelson Peltz said at a Florida event on Tuesday that Disney picked Josh D'Amaro as its new CEO because "Iger needs a reason to stay on." By Peltz's telling, D'Amaro's lack of entertainment experience — he has run the parks and experiences side of the Mouse House since 2020 — will give Iger an excuse to stick around.Peltz said to ex ...