The Ivy

Stock market observers would be hard-pressed to find two major investors more different than Warren Buffett and Cathie Wood. Buffett’s careful, value-driven approach to investing has allowed his Berkshire Hathaway conglomerate to become the first $1 trillion company outside of the tech sector. Wood’s ARK funds, meanwhile, focus on extremely high-growth tech companies that often have yet to turn a profit.

 » Read more about: 1 Extraordinary Stock Won Over Buffett and Cathie Wood  »

Have you ever wondered how much short-term versus long-term taxes actually affect your net worth and portfolio over time?

Let’s imagine a $100,000 portfolio goes up 20% annually and is taxed at the end of the year at 33% due to short-term capital gains. What would the portfolio grow to after 10 years?

 » Read more about: Beware: 1 Major Hit To Your Portfolio If You Sell Now?  »

After poring over Lattice’s Q3 filings it’s looking increasingly likely that the Street is missing the forest for the trees with Lattice. Yes, the headline numbers were brutal – revenue down 33.9% y/y to $127.1M. But beneath the cyclical noise, Lattice is methodically building what could become the dominant franchise in edge AI computing.

Having covered semis since the early 2000s,

 » Read more about: Nobody’s Watching This AI Stock Steadily Rising  »

Berkshire Hathaway Class A (NYSE:BRK.A) shares are far and away the most expensive shares in the American stock market. Each Class A share of Warren Buffett’s conglomerate currently trades at over $705,000.

By now, the vast majority of companies would’ve gone through many stock splits to keep their shares affordably priced for retail investors.

 » Read more about: Is Buffett Finally Going to Split Berkshire Stock?  »

Billionaire Stan Druckenmiller was once asked how he thinks about performance and his answer was quite insightful. Most traders might say something like “I aim to make 15% a year” or some other specific figure, but Stan’s answer was I like to “compare myself to the opportunity set” and beat it, meaning whatever the market is doing he likes to ensure he’s generating higher returns,

 » Read more about: Is This High Growth Stock Breaking Out?  »

Warren Buffett’s portfolio at Berkshire Hathaway has been an excellent source of ideas for generations of investors. Even though the Oracle of Omaha is pulling back to cash heavily this year, there are still some fantastic stocks being held at Berkshire that appear undervalued and bear watching.

Here are three of the best Buffett stocks to look into if you have a few thousand dollars to put to work in today’s market.

 » Read more about: Got $3,000? Here Are 3 Best Warren Buffett Stocks to Buy  »

Dividends have historically been an extremely important factor in investors’ overall returns in the stock market, providing liquid income and creating opportunities for growth through reinvestment.

Today, though, soaring stock prices associated with expectations of high future growth have sent dividend yields well below their historical averages. The S&P 500 today yields just 1.2%,

 » Read more about: Is This Insane 14.9% Dividend Yield Safe?  »

Retail growth stories tend follow predictable patterns of early excitement, rapid growth, and then the inevitable pains of scaling. Every once in a while, though, a company breaks the mold in subtle yet important ways. Dutch Bros might well be that company and arguably is much more than a coffee chain.

Walking into a relatively new location in Phoenix last week,

 » Read more about: 1 Coffee Shop Chain Set to Challenge Starbucks  »

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.

 » Read more about: Is Your Favorite Pharmacy About To Go Belly Up?  »

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?

 » Read more about: 30% Upside for Leader in Market Growing 30% Annually?  »