InMode Ltd. ( INMD ) shares have not gone anywhere in the past year, and recent corrections coinciding with the tariff sell-off have led to a ~20% further drop. The inability to bounce back meaningfully along with the broaderI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I ...

Markets rise and fall, booms come and go, and the world keeps ticking. Ultimately, I believe observing megatrends, as difficult as they can be to spot, let alone fully comprehend, can yield insights into the advance of human society, which in turn could pave the way for many useful investment insights. As society and technologies evolve, companies and other stakeholders will seize advantages. Figuring out which companies will take the best advantage of any given opportunities is not easy. I am especially in ...

I either put my money into low cost funds or in single stocks that (I think) are asymmetric bets. My portfolio is roughly 50/50 between the two. I like to write about Macro and Fundamentals, with the (painful) awareness that Momentum and Sentiment are what really matters. That’s the reason I never try to time the market and I only buy stocks if I am willing to hold them for at least 10 years.When it comes to fundamentals, I think everybody knows the market is forward looking, but few truly understand what t ...

Hi everyone. Who here has set a goal before. I love it.Goal setters in the room. As you heard, when I was 19 years old, I had set a goal to sell $100,000 in real estate. I had just moved across the country.I was knowing nobody except college students and other professors. I remember when I set this goal, I didn't really know why I was working towards it. But I know now that it was the start of this journey that I'm here today.I'm going to talk to you today about how to work towards feeling confident to purs ...

Key Takeaways JPMorgan plans 500 new branches by 2027 and expects 2025 NII of $94.5B, up nearly 2% year over year. Wells Fargo can now grow beyond its lifted asset cap, aiding NII and fee-based business expansion. JPM holds the top spot for global IB fees, supporting performance despite near-term economic uncertainty.JPMorgan (JPM) and Wells Fargo (WFC) are major U.S. banking giants with strong retail and commercial banking operations and are impacted by interest rate trends and economic cycles.JPMorgan i ...

Core Viewpoint - Nvidia Corporation (NASDAQ: NVDA) has been viewed with caution due to high expectations that are priced for perfection, despite its technological leadership [1]. Company Analysis - Nvidia is recognized for its strong technological position in the market, which remains undisputed [1]. - The current market sentiment reflects a high level of optimism, which may not be sustainable if performance does not meet these elevated expectations [1]. Investment Insights - The analysis emphasizes the importance of understanding market trends and corporate earnings to identify potential investment opportunities [1]. - A long-term perspective on value creation is highlighted as essential for investors aiming to outperform the market [1].

C3.ai (NYSE: AI ) has the symbol everyone wants in the market. But this fact has not helped the company. The stock has fallen more than 90% from its all-time high and has since struggled to regain momentum. However, something significant has been happening withinI am a 33-year-old investor and former hedge fund trader with a background in software engineering and finance. My career began in a small investment house where I trained as an analyst, gaining fundamental insights into the financial markets. I the ...

Core Insights - DFDS reported a decline in ferry freight volumes in June 2025, with total volumes of 3.4 million lane metres, which is 1.7% lower than 2024 and down 3.7% when adjusted for route changes [1][5] - The year-to-date (YTD) growth rates for freight volumes were -0.2% and -1.3% respectively, indicating a challenging market environment [1] - Passenger volumes also saw a significant decrease, with June 2025 passenger numbers adjusted for route changes down 7.1% to 414,000 compared to 2024 [3][5] Freight Volumes - North Sea freight volumes were negatively impacted by a national strike in Sweden affecting Gothenburg port operations, while Mediterranean volumes decreased due to new ferry competition between Türkiye and Italy [1] - Channel volumes were also below 2024 levels, influenced by a decrease in the total Dover Strait market [2] - For the last twelve months, total transported freight lane metres increased by 3.7% to 41.5 million from 40.0 million in the previous year, with a 0.3% increase when adjusted for route changes [2] Passenger Volumes - The number of cars transported in June 2025 was 9.3% below 2024 when adjusted for route changes [3] - Over the last twelve months, the total number of passengers increased by 10.4% to 6.1 million compared to 5.5 million for the previous year, although the growth rate adjusted for route changes was -0.7% [3][5] Company Overview - DFDS operates a transport network in Europe with an annual revenue of DKK 30 billion and employs 16,500 full-time staff [7] - The company provides ferry services for goods and passengers, facilitating trade and travel across Europe [7]

Market Trends - Bitcoin hits a new high of $113,000 [1] - Bitwise Asset Management CIO believes Bitcoin could reach $200,000 [1] Economic/Political Impact - Senior columnist Rick Newman explains how the wealthy will benefit from President Trump's 'big beautiful bill' [1] Yahoo Finance Resources - Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, and advanced tools [1] - Yahoo Finance encourages users to download their app on Apple and Android [1] - Yahoo Finance encourages users to follow them on social media platforms like X, Instagram, TikTok, Facebook, and LinkedIn [1]

Market Trends - US equities are experiencing a shift in July, with previous laggards outperforming and early winners losing momentum [1]