G O’Fiachra

About G O’Fiachra

Posts by G O’Fiachra:

November 26 2024

Will Trump’s Energy Secretary Pick Drive Oklo Higher?

Oklo (NYSE: OKLO) shares surged over 18% Monday after President-elect Donald Trump named Liberty Energy CEO Chris Wright as his pick for Energy Secretary.

For Oklo investors, the selection carries special significance – Wright currently serves on Oklo’s board of directors, potentially giving the nuclear innovation company an influential ally in Washington just as it hits its stride with commercial deployments and new acquisitions.

November 25 2024

4 Stocks Behind Bill Gates $45 Billion Portfolio

G O’Fiachra The Ivy

The Bill & Melinda Gates Foundation is a philanthropic powerhouse that lists among its accomplishments the total eradication of two types of polio virus, improving agricultural outcomes in impoverished countries and delivering health services to millions worldwide.

Making these initiatives possible is a $45 billion investment portfolio that generates the money needed to fund the foundation’s efforts.

November 22 2024

The Pet Care Powerhouse Flying Under Wall Street’s Radar

G O’Fiachra The Spotlight

With the S&P 500 having advanced by about 23.7% year-to-date, deals among large-cap companies appear few and far between.

One stock that may be attractive, however, is Idexx Laboratories (NASDAQ:IDXX). This company specializes in veterinary diagnostic devices as well as poultry and livestock testing, among other animal-care essentials. Idexx also makes water testing supplies to monitor and maintain water quality.

November 22 2024

37.9% Upside In Overlooked AI Stock

G O’Fiachra The Ivy

Some concerns have arisen in recent months that the fuel behind the AI fire is starting to wane. The flagship AI stock, NVIDIA, gained 156% through the first six months of the year, but Nvidia shares only gained 18.8% since the midpoint of 2024. While that is still substantial growth, it reflects investors’ concerns about AI’s ability to generate substantial revenue.

November 21 2024

1 Organ Transplant Disruptor to Buy on the Dip

G O’Fiachra The Burst

TransMedics (NASDAQ:TMDX) is an innovative biotechnology company that may well have the potential to disrupt the $11 billion organ transplant industry.

The company’s unique organ care system technology protects and monitors donor organs before they are transplanted into patients, resulting in improved organ health and outcomes. TransMedics also provides logistical services,

November 20 2024

Why Charlie Munger Never Sold Costco Stock — Even When It Looked Overvalued

G O’Fiachra The Ivy

Charlie Munger became famous in the investment world as Warren Buffett’s right-hand man at Berkshire Hathaway and the architect of Berkshire’s philosophy of buying great businesses at fair prices versus the prior mantra of buying good businesses at great prices.

Over a nearly 100-year life, Munger would pass up innumerable investment opportunities, choosing to put money only into the few that truly offered exceptional value.

November 19 2024

Brilliant Billionaire Buys Under-the-Radar Wide Moat Stock

G O’Fiachra The Burst

In B2B sales and marketing, few companies have built as powerful a toolset as the one that caught Stan Druckenmiller’s eye.

With a unique moat in its vast proprietary database, accelerating AI-driven insights, and a growing foothold in emerging markets, this SaaS firm has become a must-have resource for enterprise sales teams.

Yet while bulls can point to a host of positive attributes,

November 18 2024

Buffett Dives Into Pool: Uncovering the Oracle’s Latest Surprise Bet

G O’Fiachra The Ivy

News just came out that Warren Buffett was back in the market buying again and this time the stock comes as a bit of a surprise, it’s Pool Corp.

On the back of the news, Pool share price popped 3% as a stampede of buyers flooded in after the Oracle of Omaha. So what is it about this swimming pool supplies company that has piqued the interest of the 93 year old billionaire?

November 15 2024

Major European Fintech with 36% Upside?

G O’Fiachra The Spotlight

Euronet Worldwide (NASDAQ: EEFT) isn’t particularly well-known on US shores but it sits at the intersection of financial technology and the growing demand for cross-border transactions.

If you’re not already familiar with the firm it has a pretty diverse portfolio of financial technology services that encompass ATMs,

November 15 2024

51.6% Upside In This Under-the-Radar Energy Play

G O’Fiachra The Ivy

Few investors realize that APA Corporation, formerly Apache Corporation, has quietly become a key player in one of the most sought-after regions for oil and gas exploration: Suriname.

This emerging hotspot may very well reset APA’s growth trajectory but it appears few investors have cottoned on to its promise.

APA Corporation’s joint venture with TotalEnergies in Suriname’s Block 58 is one of the most under-the-radar exploration stories in the energy sector today yet early drilling results have confirmed multiple discoveries,

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