<em>Buy This, Not That</em>: Trump’s China Chip Deal – Who Wins?

Buy This, Not That: Trump’s China Chip Deal – Who Wins?

President Trump just negotiated a surprise chip deal with China. But which semiconductor giant should you buy to profit from the new export rules?


<em>Monday Takeaways</em>: Trump’s $500 Billion IPO Gambit

Monday Takeaways: Trump’s $500 Billion IPO Gambit

While 81% of S&P 500 companies crush earnings estimates, President Trump has floated a plan to take Fannie Mae and Freddie Mac public – potentially raising $500 billion but threatening to spike mortgage rates for millions.


<em>Dealmaker’s Diary</em>: This Market Leader Stuns With an 89% CROCI

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.


<em>Buy This, Not That</em>: $43 Billion in Debt vs. a 24% Profit 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.


<em>Monday Takeaways</em>: Record Earnings Beats Battle Recession Fears

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.


Warren Buffett is a billionaire investor and philanthropist who serves as the CEO and chairman of Berkshire Hathaway. New York, US – 22 Apr 2025

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.


<em>Buy This, Not That</em>: A $750 Billion Windfall Makes This LNG Giant a Winner

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…


<em>Monday Takeaways</em>: Single-Stock ETFs Signal Speculation Is Back

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.


<em>Dealmaker’s Diary</em>: Policy Panic Creates a 61% Value Play in This $87B Healthcare Giant

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.


<em>Buy This, Not That</em>: Meme Stock Mania Strikes Again

Buy This, Not That: Meme Stock Mania Strikes Again

One retail stock shot up 37.62% on Tuesday thanks to meme stock mania. But before you chase it, here’s what you need to know about this company… and its better-run competitor.


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