As we look to leave 2025 in the rearview mirror, I continue to believe that the best way to be positioned for 2026 is to deploy individual stock-picking into small and mid-cap names. Many of the stocksWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on Seeking Alpha since 2017. ...

As much as I like stock-picking, I find it less alpha-friendly than in the past. And when I say the past, I mean like the past 40 years. We all have our theories about everything in the stock market, andI'm Rob Isbitts, founder of Sungarden Investment Publishing. I run the new investing group Sungarden Investors Club, a community dedicated to navigating the modern investment climate with humility, discipline, and a non-traditional approach to income investing. I've been charting investments since the 1980s, ...

businesspundit.com Quick Read Pershing Square might IPO as early as Q1 2026 potentially with ambitions to become a modern Berkshire Hathaway. Pershing Square bought Alphabet over a year before Berkshire initiated its position in Q3 2025. If you’re thinking about retiring or know someone who is, there are three quick questions causing many Americans to realize they can retire earlier than expected. take 5 minutes to learn more here It might not take all too long before public market investors can ...

Core Viewpoint - Berkshire Hathaway is highlighted as a top investment choice due to its long-term performance, diversification, and strong management team led by Warren Buffett [2][4][9] Group 1: Performance and Management - Berkshire Hathaway has significantly outperformed the market over the long run, with Warren Buffett's leadership being central to its success [4][9] - The management team, including future CEO Greg Abel and vice chairman Ajit Jain, has extensive experience and shares Buffett's investment philosophy, ensuring continuity in leadership [10][11][12] Group 2: Diversification - The company operates a diverse range of businesses across various sectors, including insurance, railroad, energy, utilities, apparel, and manufacturing, creating a small economy within a single corporation [5][6][8] - Berkshire Hathaway's investment portfolio includes 41 stocks, further enhancing its diversification and reducing risk [8][9] Group 3: Future Outlook - Despite the upcoming transition in leadership with Buffett stepping down, the company is expected to continue delivering strong returns due to its established management team and diversified business model [10][13]

Group 1 - The stock market is reflecting concerns in the macroeconomy, suggesting a need for careful stock-picking to outperform the market for the remainder of FY25 [1] - There is a trend of rotating out of large-cap growth stocks, indicating a shift in investment strategy [1] - Gary Alexander has extensive experience in technology sectors, both on Wall Street and in Silicon Valley, which informs his insights into current industry themes [1] Group 2 - The article expresses a beneficial long position in the shares of GRAB, indicating a positive outlook on the company's stock [2] - The author emphasizes that the opinions expressed are personal and not influenced by compensation from any company mentioned [2]

Group 1 - The Q2 earnings season has been particularly difficult, with investors driving down shares of most companies despite generally strong results that contradict a challenging macroeconomic environment [1] - This period is viewed as an excellent opportunity for investors to engage in opportunistic stock-picking [1] - The analyst has extensive experience covering technology companies and has been involved with various themes shaping the industry, contributing regularly to Seeking Alpha since 2017 [1]

Group 1 - The S&P 500 is reaching new record highs, indicating a favorable environment for investors to engage in selective stock-picking [1] - The focus is on reallocating portfolio investments, particularly in the technology sector, which is influenced by various themes shaping the industry [1] Group 2 - Gary Alexander has extensive experience in both Wall Street and Silicon Valley, providing insights into technology companies and emerging startups [1]

Group 1 - The article expresses concern about investing in index funds that are heavily weighted with large-cap growth stocks, suggesting that careful stock-picking is necessary to outperform the market in a costly environment [1] - The author, Gary Alexander, has extensive experience in covering technology companies and has worked with startups, providing insights into current industry trends [1] - Alexander has been a contributor to Seeking Alpha since 2017 and has been featured in various publications, indicating his influence and reach within the investment community [1]