Investment Strategy
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Seeing several positive momentum factors heading into 2026, says Edward Jones' Mona Mahajan
CNBC Television· 2025-08-27 13:29
Let's talk markets and where to put your money to work right now. Joining us is Mona Mahajin, principal and head of investment strategy at Edward Jones. Uh Mona, a lot has been made of kind of the muted response to the news surrounding the Fed, what the president can do regarding Lisa Cook's job.Were you surprised by the market reaction. And if it doesn't react, what does that tell you about how much the market effectively cares. Yeah, you know, look, I think the market does care about Fed independence.We k ...
Why Sector Funds Don't Work
20VC with Harry Stebbings· 2025-08-27 05:00
We don't hire sector specific investors and we don't give you air cover if your sector goes out of favor. Meaning our job is to make our LPs money and if you're in a sector that's cooling off, you better get the hell out and go somewhere else that's going to make money or like you should stop investing. And the risk of having a semiconductor fund or a semiconductor team is that you know you carve out pick a number 500 million to invest there.like you bet your ass they're going to invest 500 million in semi ...
X @Market Spotter
Market Spotter· 2025-08-26 15:01
Diversification remains a cornerstone of a robust #crypto investment strategy. Spread your assets wisely. ...
X @THE HUNTER ✴️
GEM HUNTER 💎· 2025-08-25 19:25
Investment Strategy - Smart investors prioritize patience, discipline, and research over chasing short-term gains [1] - A strategic approach to building wealth is more effective than succumbing to FOMO (Fear Of Missing Out), which can destroy portfolios [1]
X @Market Spotter
Market Spotter· 2025-08-25 17:00
As another day ends, what’s your strategy for tomorrow? Holding, trading, or buying the dip? 💸 ...
Think It's Too Late to Buy Berkshire Hathaway Stock? Here's the Biggest Reason Why There's Still Time.
The Motley Fool· 2025-08-24 13:45
Core Insights - Berkshire Hathaway has a significant capital advantage with over $300 billion in cash, more than any other company in history, positioning it uniquely in the market [3] - Despite concerns about market timing, the current environment may present one of the best opportunities to invest in Berkshire Hathaway [2] - Warren Buffett's strategy of holding cash indicates a preparation for potential market corrections, allowing Berkshire to capitalize on future investment opportunities [4][6] Company Positioning - Berkshire Hathaway's core portfolio remains intact, providing stability while also offering the potential for large acquisitions if market valuations decline [7] - The company's cash reserves provide a rare advantage in bear markets, making it an attractive option for investors looking to stay engaged in the market [7]
X @CryptoJack
CryptoJack· 2025-08-23 12:01
Weak hands panic. Strong hands accumulate. Which one are you? 💎🙌 ...
Billionaire Warren Buffett Sold 41% of Berkshire's Stake in Bank of America and Is Piling Into an Industry Leader That's Gained Almost 47,000% Since Its IPO
The Motley Fool· 2025-08-23 07:24
Group 1 - Berkshire Hathaway has reduced its stake in Bank of America, now holding over 605 million shares, which represents an 8.2% stake in the bank and 9.8% of Berkshire's total stock portfolio [3][5] - From July 2024 through the second quarter of the current year, Berkshire has sold approximately 427 million shares of Bank of America, equating to around 41% of its previous position [5] - Berkshire's cash reserves have reached a record $344 billion, attributed to selling shares in Bank of America and other stocks, including Apple [6][10] Group 2 - Berkshire's decision to sell shares may be influenced by the expectation of an increase in the marginal corporate tax rate, allowing for lower tax payments now [7] - The price-to-book ratio of Bank of America was around 1.29 at the start of August, indicating the stock was trading at a 29% premium [7][9] Group 3 - In the second quarter, Berkshire increased its stake in Pool by approximately 136%, now owning over 3.4 million shares valued at over $1 billion [10] - Pool is the largest wholesaler of swimming pool equipment and has seen a stock price return of nearly 47,000% since its IPO in October 1995 [11] - Pool possesses characteristics that align with Buffett's investment criteria, including a competitive moat, consistent profits, shareholder-friendly leadership, and an attractive dividend [13]
EarthLabs Reports Results for the Second Quarter of 2025
Newsfile· 2025-08-21 12:00
Core Insights - EarthLabs Inc. reported a strong financial performance for the second quarter of 2025, with notable increases in both advertising and subscription revenues, alongside significant net investment gains [5][8]. Financial Performance Highlights - For the three-month period ended June 30, 2025, advertising revenue increased by 10.5% year-over-year to $1.6 million, while subscription revenue grew by 4.1% to $312,928 [8][9]. - For the six-month period ended June 30, 2025, advertising revenue rose by 11.5% to $3.2 million, and subscription revenue increased by 3.2% to $624,020 [8][9]. - The company achieved net investment gains of $6.5 million for the quarter and $8.6 million for the six months, a significant improvement compared to previous losses [5][8][9]. - EarthLabs reported net income of $5.2 million, or $0.04 per share, for the quarter, contrasting with a net loss of $1.96 million in the same period last year [5][9]. Balance Sheet and Cash Position - As of June 30, 2025, EarthLabs had total cash, cash equivalents, and investments amounting to $45.0 million, reflecting a 14.8% increase from $39.2 million at the end of 2024 [8][9]. - Total assets reached $50.1 million, up from $44.9 million at the end of 2024, indicating a solid financial position [9].