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Dealmaker’s Diary: This Market Leader Stuns With an 89% CROCI
In 30 years of analyzing stocks, our team has never seen a cash return on capital this high. This company’s 89% CROCI doesn’t just beat the market – it rewrites what’s possible when a company becomes a true cash-generating machine.
Buy This, Not That: $43 Billion in Debt vs. a 24% Profit Machine
One beloved entertainment company carries crushing debt while its rival generates fat profit margins. Only one of these media titans deserves your money.
Monday Takeaways: Record Earnings Beats Battle Recession Fears
While Friday’s jobs report revisions painted a grim picture, corporate earnings are delivering the strongest beat rate in years. The market’s next move depends on which trend prevails.
Ice Water in Your Veins: Your Guide to Panic-Proof Profits
While others panic during market sell-offs, smart investors follow three proven steps to turn chaos into cash. Here’s how to position yourself for windfall gains when fear takes over.
Dealmaker’s Diary: The $1.8 Trillion Stock Warren Buffett Doesn’t Own (But Should)
Even Warren Buffett doesn’t have meaningful exposure to this AI powerhouse. While the Oracle of Omaha sits on the sidelines, the numbers tell a different story about this quantum computing giant.
Buy This, Not That: A $750 Billion Windfall Makes This LNG Giant a Winner
Trump just secured a massive $750 billion European commitment to buy U.S. energy. But only one of these LNG giants is positioned to truly capitalize…
Keep Your Biggest Winner From Turning Into Your Biggest Risk
Peter Lynch called it “cutting your flowers and watering your weeds.” Most investors instinctively sell winners and hold losers. Here’s the mental framework to break this wealth-destroying pattern.
Monday Takeaways: Single-Stock ETFs Signal Speculation Is Back
ETFs now outnumber individual listed stocks, and the flood of new single-stock leveraged products tells us everything about where this market is headed next.
How We Made 50% in Three Weeks Playing Tech’s July Pattern
Our seasonal TQQQ strategy delivered 50% gains in just three weeks by exploiting tech’s predictable July surge. Two more positions remain profitable.
Dealmaker’s Diary: Policy Panic Creates a 61% Value Play in This $87B Healthcare Giant
While Washington debates healthcare policy, this $65B revenue giant trades at a 61% discount. Sometimes the best opportunities come when fear overrides fundamentals.