Core Viewpoint - The individual investor adopts a contrarian investment style, focusing on deep value opportunities, particularly in stocks that have recently experienced sell-offs due to non-recurrent events, while also considering insider buying as a positive signal [1] Investment Strategy - The investment portfolio is split approximately 50%-50% between shares and call options, indicating a balanced approach to risk and potential returns [1] - The investor's timeframe for holding positions typically ranges from 3 to 24 months, suggesting a medium-term investment horizon [1] - Fundamental analysis is employed to assess the health of companies, including their leverage and financial ratios compared to sector and industry averages [1] - Technical analysis is utilized to optimize entry and exit points, with a focus on support and resistance levels on weekly charts [1] Stock Selection Criteria - The investor screens for stocks that have undergone recent sell-offs, particularly when there is insider buying at the new lower price, indicating potential recovery [1] - Professional background checks are conducted on insiders who purchase shares post-sell-off, adding an additional layer of due diligence [1]

Weekend reading: AI don’t know What caught my eye this week.How was your 2025? I mostly mean from a personal finance and investing perspective – let’s put politics aside in this season of goodwill – but also, well, what were the vibes like?For me it’s been a switchback ride. Both in my portfolio and my musings about the future of humanity / my ability to earn a crust. And for the same reason.I’m talking, of course, about AI.Weird scienceWhen I first began dropping AI links into Weekend Reading following Ch ...

Vivo X300 Pro Price and Availability The X300 series was officially launched in India on December 2, 2025 and comes in a single configuration 16 GB RAM + 512 GB storage. It is available in Elite Black and Dune Gold colour options with a retail price of Rs 1,09,999. Pre-bookings for the X300 Pro started soon after launch, and sales commenced on December 10, 2025, via official retail channels, including the Vivo India website, major e-commerce platforms, and offline partner stores.Design and In-Hand Feel If y ...

Spencer Platt / Getty Images The next break in trading comes around the Christmas holiday. The trading year is winding down, with a few holidays and shortened sessions still ahead. The next break comes around the Christmas holiday. The stock market will close at 1 p.m., and the bond market at 2 p.m. on Wednesday, Dec. 24, for Christmas Eve, and remain closed through the holiday on Dec. 25. Both markets are closed on Jan. 1, 2026, for New Year's Day. Stock traders have a full day on New Year's Eve, though ...

Taiwan Semiconductor Manufacturing is positioned to grow rapidly in 2026.Pinpointing the best-performing artificial intelligence (AI) stock for 2026 is no easy feat. It's impossible to know which companies will launch innovative features, or if 2026 will be a year of buildout. Investors only have a bit of information about what to expect in 2026, and using that tidbit to their advantage is the best that they can do.What piece of information can clue investors into 2026's future? Spending projections from th ...

Core Insights - Bloom Energy Corporation (BE) is evolving from developments related to Mars' red sands to providing energy-efficient solutions for modern data centers [1] Company Overview - Bloom Energy Corporation has made significant advancements in its technology and product offerings, showcasing an impressive evolutionary path [1] Investment Perspective - The analysis aims to identify profitable and undervalued investment opportunities primarily in the U.S. market, focusing on building a high-yield, balanced portfolio [1]

Core Insights - Bloom Energy Corporation (BE) is evolving from developments related to Mars' red sands to providing energy-efficient solutions for modern data centers [1] Company Overview - Bloom Energy Corporation has made significant advancements in its technology and product offerings, showcasing an impressive evolutionary path [1] Investment Perspective - The analysis aims to identify profitable and undervalued investment opportunities primarily in the U.S. market, focusing on building a high-yield, balanced portfolio [1]

Core Insights - Cocoa futures nearly tripled last year, leading to significant cost increases for manufacturers, who subsequently raised chocolate prices [1][4][12] - The chocolate industry is currently facing high cocoa prices, with expectations for cheaper cocoa to only impact retail prices in the second half of next year [1][9][10] Industry Impact - The surge in cocoa prices has caused distress across the industry, affecting both large packaged food companies and small chocolatiers, with some struggling for survival [4][6] - Lambertz, a historic German confectioner, reported an additional €150 million ($176 million) in annual costs due to high cocoa prices, equating to one-fifth of last year's revenue [6][7] - Many producers are passing costs onto consumers while accepting a loss in sales volume, indicating a challenging market environment [7][10] Market Dynamics - Cocoa prices peaked at nearly $13,000 per ton last year but have since dropped by about 50%, marking the steepest annual decline since 1960 [1][9] - Despite recent price drops, major chocolate manufacturers remain cautious about signaling changes due to ongoing market volatility [9][10] - Analysts have reduced their cocoa surplus expectations, contributing to the current price stabilization around $6,000 per ton [9][10] Supply Chain Challenges - West African cocoa supply remains unstable, with smallholder farmers facing chronic underfunding and lack of resources to adapt to climate change [10] - Barry Callebaut AG's CEO highlighted the long-term structural challenges in cocoa farming, emphasizing the need for investment [10] Product Adjustments - In response to high cocoa prices, companies are altering recipes, such as reducing cocoa content or portion sizes, which may become permanent changes [12][14] - Examples include Milka chocolate bars becoming 10% lighter while prices increased by about 25%, and some UK chocolate bars no longer qualifying as "chocolate" due to ingredient changes [12][14]

Core Insights - Uber Technologies Inc. reported a significant earnings beat of $2.42, surpassing estimates of $0.69 during its third quarter [1] - The platform experienced a 22% year-over-year growth [1] Financial Performance - The earnings per share (EPS) of $2.42 indicates a strong performance compared to analyst expectations [1] - The year-over-year growth of 22% reflects the company's expanding market presence and operational efficiency [1]

Core Insights - Uber Technologies Inc. reported a significant earnings beat of $2.42, surpassing estimates of $0.69 during its third quarter [1] - The platform experienced a 22% year-over-year growth [1] Financial Performance - The earnings per share (EPS) of $2.42 indicates a strong performance compared to the expected EPS of $0.69 [1] - The 22% year-over-year growth reflects robust operational momentum within the company [1]