Core Insights - Nvidia Corporation (NASDAQ: NVDA) was previously rated as a "strong buy" on August 28th, 2025, indicating a positive outlook for the stock despite market fluctuations [1] Company Analysis - The article highlights Nvidia's stock performance and market positioning, suggesting that it remains undervalued in the current market context [1] - The analysis is supported by over two decades of trading experience, emphasizing a strategic approach to market analysis [1] Market Context - The commentary reflects ongoing market trends and trading strategies that have been effective across various asset classes, indicating a comprehensive understanding of market dynamics [1]

Core Viewpoint - American Express is highlighted as a strong investment within Berkshire Hathaway's portfolio, showcasing consistent earnings growth and a robust business model that aligns with Warren Buffett's investment philosophy [2][4][12]. Company Overview - American Express is Berkshire Hathaway's second-largest equity holding, valued at approximately $50 billion, accounting for nearly 20% of its equity portfolio [5]. - The company operates as a global payments provider, issuing cards and managing its own network, which allows it to gather valuable consumer spending data [6]. Financial Performance - In 2024, American Express reported a revenue increase of 9% year-over-year to $65.9 billion, with earnings per share rising 25% to $14.01 [7]. - The company returned $7.9 billion to shareholders through share repurchases and dividends during the same year [7]. - Recent quarters indicate continued momentum, with second-quarter revenue growth of 9% and earnings per share growth of 17%, while third-quarter revenue growth accelerated to 11% [8]. Market Position and Strategy - The successful refresh of the Platinum card has significantly boosted customer engagement, with new account acquisitions doubling compared to pre-refresh levels [9][10]. - American Express commands a premium annual fee of $895 for its Platinum card, reflecting its strong pricing power and the value it provides to members [10]. Valuation Metrics - American Express has a price-to-earnings ratio of 24, which is lower than that of Apple (36) and Alphabet (30), making it relatively attractive among Buffett's investments [11][12]. - Despite not being cheap compared to traditional financial stocks, the valuation appears reasonable given the company's consistent double-digit revenue growth and strong capital returns [12].

Core Points - Eric Sprott's corporation, 2176423 Ontario Ltd., purchased 250,000 common shares of Americas Gold and Silver Corporation at approximately $5.41 per share, totaling around $1,351,650 [1] - Following this acquisition, Sprott's total beneficial ownership increased to 49,153,940 shares, representing approximately 18.0% of the outstanding shares, up from 17.9% [2] - The shares were acquired for investment purposes, with a long-term view, and there may be future acquisitions or sales depending on market conditions [3] Summary by Sections - **Acquisition Details** - 2176423 Ontario Ltd. purchased 250,000 shares at $5.41 each for a total of $1,351,650 [1] - **Ownership Changes** - Prior to the acquisition, Sprott owned 48,903,940 shares (17.9% of outstanding shares); post-acquisition, ownership increased to 49,153,940 shares (18.0%) [2] - The acquisition and prior issuances resulted in a decrease of approximately 2.3% in holdings since the last early warning report [2] - **Investment Intentions** - The shares were acquired for investment purposes with a long-term perspective; future transactions may occur based on market conditions [3]

last it dawned on me. You can let one stock in this case Nvidia define the entire market even if you like it as much as I do or you can let hundreds of stocks be your teachers. Now on a day where the Dow edged up 47 points as it be advanced 38% NASDAQ gained.5%.We can indeed decide all that matters is Nvidia which reported would look to be outstanding numbers after the bell. Or how about this. Why don't we try to learn about the entire syllabus of stocks in the rest of the market for a change.So on any give ...

Core Viewpoint - Apple's stock has experienced significant growth over the past 20 years, but concerns about its future growth potential have emerged as it transitions from a high-growth startup to a mature company [1][2][3]. Company Performance - Over the last 20 years, Apple's stock has grown by 15,308%, delivering an annualized return of 28.63% [1]. - Apple is currently the third largest corporation in the world, with a market capitalization of approximately $3.7 trillion [2]. Growth Expectations - Analysts warn that Apple is now a slow-growth company, with expectations of disappointing returns for shareholders in the coming years [3]. - As of 2025, Apple's stock has returned nothing and only offers a small dividend [3]. Market Exposure - Apple constitutes a significant portion of many index funds and ETFs, making up 6.14% of the S&P 500 and 11.39% of the Nasdaq 100 [4]. - Broad market ETFs like VTI also have Apple making up over 5% of their portfolios, leading to potential overexposure for investors [5]. Investment Caution - Investors are advised to be cautious about holding too much individual Apple stock due to its heavy representation in broader funds [6]. - Warren Buffett's Berkshire Hathaway has been selling off Apple stock, reducing holdings by more than half, indicating a shift in investment strategy [6]. - Current forward Price/Earnings (P/E) ratio for Apple is 29, with some analysts suggesting a target P/E of 20 for a more favorable investment [6].

Core Insights - The AI investment trend remains strong, but diversification is essential for investors to mitigate risks and capture broader opportunities [1] Group 1: AI Market Dynamics - The AI sector continues to attract significant investment, with companies leveraging AI technologies to enhance productivity and innovation [1] - Major tech firms are leading the charge in AI advancements, driving competition and investment in the space [1] Group 2: Investment Strategies - Investors are encouraged to diversify their portfolios beyond AI to include sectors that may benefit from AI advancements, such as healthcare, finance, and manufacturing [1] - A balanced approach can help investors navigate potential volatility in the AI market while still capitalizing on growth opportunities [1]

Core Insights - The article discusses the author's investment interests and portfolio, highlighting a focus on a diverse range of stocks and the intention to provide unique insights to other investors [1]. Group 1 - The author expresses a beneficial long position in shares of major companies such as Google (GOOG) and Amazon (AMZN), indicating confidence in their future performance [2]. - The analysis aims to offer personal opinions and insights without any external compensation, emphasizing independence in the research [2]. - The article serves as an informational resource, urging investors to conduct their own research and due diligence before making investment decisions [3].

Core Insights - Amer Sports reported a strong third quarter, with revenue soaring 30% and significant growth across all operating segments, leading to a 10% increase in stock price [1][5] - The company has raised its guidance for sales and profitability, now expecting at least 23% sales growth and improvements in gross and operating margins [3][4] - Popular brands like Salomon and Arc'teryx are driving sales and profitability, appealing to both professional athletes and outdoor enthusiasts [4][7] Financial Performance - Revenue increased by 30% in Q3, exceeding sales and margin expectations across all three operating segments [5] - The company has raised its revenue growth forecast to at least 20% for the year, with management now boosting this guidance further [3][4] - Earnings per share (EPS) have also seen a meaningful increase alongside the raised guidance for gross and operating margins [4] Market Reaction - Following the strong quarterly results, investors responded positively, driving Amer Sports' stock price up by as much as 10% [1] - After a previous decline of over 20% in stock price over the last three months, there has been a notable rebound as investors buy back in [5][7]

Core Insights - The article emphasizes the importance of conducting personal in-depth research and due diligence before making investment decisions, highlighting the inherent risks involved in trading [3]. Group 1 - The analysis is intended for informational purposes only and should not be considered as professional investment advice [3]. - There is a clear disclaimer regarding the lack of any stock or derivative positions in the companies mentioned, indicating a neutral stance [2]. - The article expresses the author's personal opinions and does not reflect the views of Seeking Alpha as a whole [4].

Market Analysis by covering: Alphabet Inc Class A, Apple Inc, Berkshire Hathaway B. Read 's Market Analysis on Investing.com ...