G O’Fiachra

About G O’Fiachra

Posts by G O’Fiachra:

November 29 2024

Is Your Favorite Pharmacy About To Go Belly Up?

Walgreens Boots Alliance stands at a critical juncture in the company’s 170-year history with revenues of $147 billion but a market capitalization of just $7 billion.

A heavily burdened balance sheet has been the prime culprit of the stock’s downfall but, under new CEO Tim Wentworth, management is undertaking an ambitious realignment aimed at stabilizing the core pharmacy business while taking the chop to some of its healthcare investments.

November 27 2024

Is Palantir on the Precipice of a Sharp Fall?

G O’Fiachra The Burst

Palantir (NYSE:PLTR) has been among the biggest beneficiaries of this year’s AI bull run and the more recent post-election rally. The stock started this year at just $16.58 and has since skyrocketed to over $60 per share.

The last month has been particularly dramatic when PLTR started November a little over $40 before being pushed skyward following election news that was deemed positive and a stellar Q3 earnings report.

November 27 2024

30% Upside for Leader in Market Growing 30% Annually?

G O’Fiachra The Ivy

Renowned e-signature company DocuSign, Inc. (NASDAQ:DOCU) has got firmly back on track after some turbulence in 2021 and 2022 when the company’s share price declined by more than 75%.

The recent stock performance has fared much better, begging the question where is the ceiling for this once hot stock?

November 26 2024

Will Trump’s Energy Secretary Pick Drive Oklo Higher?

G O’Fiachra The Burst

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,

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