G O’Fiachra

About G O’Fiachra

Posts by G O’Fiachra:

February 19 2025

Is Roper Technologies a Hidden Gem or an Overpriced Stock?

At a time when tech stocks are surging, it’s somewhat rare to find a technology company that hasn’t advanced by double or even triple digits in the last 12 months. Today, however, we’ll be looking at one that has remained largely flat even as investors poured into practically every tech company they could find.

Roper Technologies (NYSE:ROP) has advanced less than 6 percent in the last 12 months despite solid revenue and earnings growth.

February 18 2025

Is David’s Dividend Strategy Perfect For Today’s Market?

G O’Fiachra The Burst

David Bahnsen – founder of The Bahnsen Group and author of The Case for Dividend Growth – centers his investment philosophy on dividend growth investing.

In his view, a fundamental mentality shift is needed where investors need to focus on the cash income their portfolio generates rather than obsessing over short-term market prices.

February 17 2025

DoorDash’s Soaring Stock: A Smart Buy or a Bubble Waiting to Burst?

G O’Fiachra The Ivy

Gig economy food delivery service DoorDash (NASDAQ:DASH) has been running hot for most of the last year, gaining over 75 percent in the last 12 months. Such large increases, though, often leave stocks susceptible to corrections that bring their prices back down to earth. We examine DoorDash’s performance and valuation to see whether the stock is a buy,

February 14 2025

Palantir’s Path to $10 Billion: Can This AI Giant Keep Growing?

G O’Fiachra The Spotlight

Palantir Technologies (NYSE: PLTR) has emerged from a growth slowdown into a phase of reaccelerating revenue and improving profitability in 2024-2025. After a modest ~17% revenue growth in 2023, Palantir’s top-line expanded by 29% in 2024 to $2.87 billion, buoyed by rising demand for its data analytics and AI platforms.

The company also achieved GAAP profitability,

February 14 2025

This Under-the-Radar Pest Control Is Big Business

G O’Fiachra The Ivy

Pest control giant Rollins (NYSE:ROL) is the parent company of well-known brands that include Orkin and Waltham Pest Services. Through its network of subsidiaries and franchisees, Rollins offers pest control services throughout the United States, Canada, the UK and even Australia.

By building out its family of brands over time, Rollins has staked out a prominent position in a reliable,

February 13 2025

Why Bill Ackman Bet $2.3 Billion That the Market Is Dead Wrong

G O’Fiachra The Burst

In early 2025, billionaire investor Bill Ackman, CEO of Pershing Square Capital Management, revealed a substantial new position in Uber Technologies. By January, Pershing Square had accumulated 30.3 million Uber shares, a ~1.4% stake worth about $2.3 billion.

Ackman described Uber as “one of the best-managed and highest-quality businesses in the world,” yet still “available at a massive discount to its intrinsic value.”

So is he right about Uber or will the bet flop?

February 12 2025

Billionaire’s Big Bet: Why He’s Banking on This Undervalued Stock

G O’Fiachra The Ivy

Stanley Druckenmiller is renowned for his macro-driven investment style – he looks for big-picture economic trends and isn’t afraid to make bold, concentrated bets when an opportunity arises. His philosophy centers on anticipating economic cycles and central bank policy shifts and then positioning his portfolio aggressively.

In practice, Druckenmiller often rotates capital from popular,

February 11 2025

Will Historic Lows in Market Breadth Trigger a Stocks Crash?

G O’Fiachra The Burst

Market concentration refers to periods when a few stocks or a single sector dramatically outperform the rest of the market, driving a disproportionate share of index gains. In such times, market breadth is “narrow” meaning the rally relies on a small cluster of leaders while the majority of stocks lag.

Over the past 50 years,

February 10 2025

66% Upside In Asian Ride-sharing Stock?

G O’Fiachra The Ivy

Grab Holdings has evolved into Southeast Asia’s leading super-app with operations spanning ride-hailing, food/grocery delivery, and financial services.

Growth momentum has been strong, particularly since 2023 which was a pivotal year when Grab hit its first quarterly profit. That took place in Q4 2023 on $653 million revenue, up 30% year-on-year.

Under the hood,

February 7 2025

Has The Golden Age For Twilio Started?

G O’Fiachra The Spotlight

Twilio is one of those companies that not many individuals know much about but which is used widely by over 300,000 businesses.

It essentially powers SMS communications so let’s say you’re a Dell or Shopify or Toyota and want to message your own audiences, you would sign up to Twilio to engage with them.

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