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Author: Tanya

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$PATH vs. $SNOW: Growth at Any Price?

A Rather Pricey Affair… Imagine walking into a bank with two business proposals. The first company is growing steadily, has little debt, and has finally started turning a profit. The second is growing considerably faster. There’s just one small detail. It’s losing more than a billion dollars a year. Now imagine being told that the second business commands a substantially higher valuation relative to its revenue. Welcome to Wall Street! And in the world of AI software, this isn’t some hypothetical exercise. It’s a rather interesting comparison between UiPath...

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Beyond the Magnificent… Few

Seven Is a Crowd… Seven companies. Trillions of dollars in market value. And an enormous amount of money riding on the future of artificial intelligence. The Magnificent Seven have dominated the technology conversation for years. Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, and Tesla have each built businesses that changed their respective industries. And lately, they’ve been pouring billions into what could become the next major source of growth. → Artificial intelligence. But investing in AI involves a rather interesting question. Who stands to benefit most as the technology...

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$TSLA: It Can Fly!

Houston, We Have Liftoff… It can fly… Well, that was something. On Thursday night, Tesla TSLA ( ▼ 2.99% ) unveiled a Roadster that looked like something straight out of a science-fiction movie. At SpaceX’s Texas test facility, the electric sports car drove upside down along a curved ramp, launched into the air, flipped, and landed back on its wheels. Then Tesla did it again. This time, the Roadster jumped over several vehicles, including a Tesla Semi, before landing safely. Elon Musk’s reaction? “Well, it worked.” Quite the understatement. And flying wasn’t...

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$BSP: Just a Spoonful of Buffett Makes the Stock Shoot Up

A Little Financial Magic… All it takes is a spoonful of Berkshire. On Wednesday, Bending Spoons BSP ( ▲ 4.32% ) , a little-known Italian technology company, revealed that Berkshire Hathaway had agreed to invest another $330 million in its business. Wall Street loved the recipe. Shares surged roughly 41% in a single session, adding a little magic to a stock that only made its Nasdaq debut in July. So what exactly is Bending Spoons, and why has one of the world’s most famous investment firms taken such an interest? Let’s dig in.⇩ SPONSOR BREAK presented by MarketWise* He...

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$BMBL: Love at a Discount

Love Is in the Air… Well, at least on Wall Street. After a difficult few years for dating apps, Bumble $BMBL ( ▲ 0.34% ) has finally found someone willing to make a serious commitment. On Tuesday, the company agreed to be acquired by Ithaca Holdings in a $1.3 billion all-cash deal. Investors certainly liked the news. Bumble shares surged roughly 56% on Tuesday, following an approximately 50% jump the day before as reports of the deal surfaced. Not a bad two-day honeymoon. But there’s something rather unusual about this love story. The buyer is offering shareholders a 138% premium....

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Can You Hear SpaceX Now?

A Long-Distance Call… There’s something rather comfortable about being one of America’s three dominant wireless carriers. Millions of customers. Recurring monthly bills. And a business built around something most people can barely go a day without. Sure, Verizon VZ ( ▲ 1.75% ) , AT&T T ( ▲ 1.6% ) , and T-Mobile TMUS ( ▲ 1.23% ) compete fiercely for customers. But competition looks a little different when it comes from outer space. SpaceX SPCX ( ▼ 4.16% ) already has thousands of satellites orbiting Earth, delivering internet through Starlink. Apparently, connecting...

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Tanya on .

Can You Hear SpaceX Now?

A Long-Distance Call… There’s something rather comfortable about being one of America’s three dominant wireless carriers. Millions of customers. Recurring monthly bills. And a business built around something most people can barely go a day without. Sure, Verizon VZ ( ▲ 1.75% ) , AT&T T ( ▲ 1.6% ) , and T-Mobile TMUS ( ▲ 1.23% ) compete fiercely for customers. But competition looks a little different when it comes from outer space. SpaceX SPCX ( ▼ 4.16% ) already has thousands of satellites orbiting Earth, delivering internet through Starlink. Apparently, connecting...

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Three ETFs Walk Into a Bar…

The Magnificent 7ⁿ… Most of us know the appeal of exchange-traded funds (ETFs). One purchase, hundreds of stocks, and no need to spend your evenings studying earnings reports. A pretty convenient arrangement. And if owning one ETF helps spread your investments around, owning three should make your portfolio even more diversified. At least, that’s what the math seems to suggest. But how often do you actually check what’s inside those baskets? We decided to do just that. We took a closer look at some of America’s most popular ETFs, comparing their holdings, fees, and...

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Three ETFs Walk Into a Bar…

The Magnificent 7ⁿ… Most of us know the appeal of exchange-traded funds (ETFs). One purchase, hundreds of stocks, and no need to spend your evenings studying earnings reports. A pretty convenient arrangement. And if owning one ETF helps spread your investments around, owning three should make your portfolio even more diversified. At least, that’s what the math seems to suggest. But how often do you actually check what’s inside those baskets? We decided to do just that. We took a closer look at some of America’s most popular ETFs, comparing their holdings, fees, and...

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The Price Is Right. Or Is It?

Something Doesn’t Add Up… Warren Buffett has spent a lifetime looking for bargains. And right now, the stock market is presenting a rather strange puzzle. By one of his most famous valuation measures, American stocks have never looked more expensive. By another widely followed measure, they haven’t looked this cheap in at least three decades. Same market. Opposite conclusions. Meanwhile, there’s another interesting development inside Berkshire Hathaway. A little-known $863 million investment portfolio has been making some notable changes. Two of Wall Street’s...

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