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.
» Read more about: Is David’s Dividend Strategy Perfect For Today’s Market? »
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?
» Read more about: Why Bill Ackman Bet $2.3 Billion That the Market Is Dead Wrong »
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,
» Read more about: Will Historic Lows in Market Breadth Trigger a Stocks Crash? »
The introduction of the Chinese generative AI model has created a storm on Wall Street, and tall trees are the first to bear the brunt of it. Big tech names have shown weaknesses and AI-related stocks have faced issues as the fear of the new-gen AI model, DeepSeek, and circumstances surrounding its creation spread through the market.
Billionaire Stanley Druckenmiller has been making large changes to his portfolio recently, leaving retail investors struggling to keep up with what the famous stock picker is thinking.
One of the smaller holdings in Druckenmiller’s portfolio that makes for interesting examination is ARS Pharmaceuticals (NASDAQ:SPRY).
Druckenmiller’s 536,900 shares of SPRY are currently valued at around $7 million.
» Read more about: 1 Under-the-Radar Pharma Stock with 90% Upside? »
Planet Labs combines satellite imaging and data analytics technologies to provide a service valuable to government agencies, corporations, and non-governmental organizations. The company has been developing its unique technology for 14 years, but it didn’t become a publicly traded company until 2021.
» Read more about: Nearly 200% Higher, Will This Space Stock Keep Soaring? »
Billionaire Stanley Druckenmiller has been shaking up his portfolio lately, selling his entire stake in NVIDIA and most of his Palantir shares in order to diversify into more value-oriented stocks.
One of the most interesting buys Druckenmiller has made has been a 1.43 million share stake in Teva Pharmaceutical Industries (NYSE:TEVA).
» Read more about: Stanley’s Latest Bold Bet, Should You Follow? »
Earlier this month, NVIDIA CEO Jensen Huang seemingly dashed the hopes of speculative tech investors banking on quantum computing to become the next big thing in the ever-advancing race for faster and faster computer processing. Huang, speaking at the Consumer Electronics Show, stated his view that practical quantum computers were still about two decades away,
» Read more about: Will NVIDIA Be Knocked Off Its Perch By Quantum? »
Donald Trump was the first president in modern U.S. history to take office without holding a prior public office or serving in the military. This non-traditional path to the White House came with a distinctly corporate approach to economic and fiscal policy, one that both excited and unnerved investors in equal measure.
» Read more about: Will Markets Go Up Now That Trump Is President? »
Warren Buffett appeared to take a hard look at the market last year and decided he wanted to sell shares in plenty of companies, including Apple, Bank of America, and Charter Communications. His holding company, Berkshire Hathaway, even sold every share (nearly 4 million) in Floor & Decor Holdings. Overall, Buffett unloaded $133 billion in shares in 2024.