Spruce Point Capital has earned a reputation for highlighting companies with high downside risks that are potential shorts. Remarkably, they have spotted a highly bearish opportunity in Buffett’s Berkshire Hathaway portfolio.
Their attention has honed in on Floor & Decor, which Spruce Point believes has expanded too aggressively and is now entering markets with lower median incomes that will not sustain current margins.
Weirdly enough, Roku started out as a project within Netflix, when the streaming giant decided it didn’t want to compete with Apple and Amazon in the TV hardware market.
Since then Roku has gone on to become a leading player in the connected TV market, featuring sports, live news, movies and a vast array of content.
Buffett seems to know something about where energy prices are going, but what is it? Why is he taking such a large stake in Occidental Petroleum when the share price has been drastically underperforming the broader-based market?
Up just 9.4% in the past 12 months and 4.3% so far this year, OXY is a laggard relative to the S&P 500,
Last quarter the third largest buy in one billionaire’s portfolio was Natera. If you haven’t heard of it don’t fret, most people haven’t.
The fact that the stock has largely flown under the radar is very much to your advantage, in fact. It means that potentially the word isn’t fully out yet and so the upside opportunity is still substantial.
» Read more about: Billionaire Scooping Up This Under-the-Radar Stock »
A lot of hoopla surrounds AI companies but remarkably Amazon has not been swallowed up by the tidal wave. At least not yet.
That may be about to change because Claude, its proprietary AI, has the potential to integrate into the Amazon ecosystem to drive efficiencies, accuracy, customer satisfaction, and most importantly financials.
» Read more about: Is This Magnificent 7 Stock The Next AI Rocket Ship? »
Vinod Khosla is perhaps not a household name but he’s often won the Midas award as a top venture capitalist with a finely tuned instinct for spotting what comes next.
His predictions for the coming 12 months are the stuff of nightmares for some companies and will be a boon for others. The profound implications for his forecast that the cost of compute will fall by as much as 90% will reverberate around the technology industry,
» Read more about: Midas Touch Billionaire Makes Wild 12-Month Claim »
Urban air mobility was once the stuff of sci-fi movies but in 2009 Joby was built to bring the future to the present. It has built an EV takeoff and landing aircraft that has won votes of confidence from the likes of manufacturing giant Toyota.
The big idea behind the firm is to reduce traffic congestion by making sustainable air transportation affordable and safe.
» Read more about: 1 Billion Reasons to Buy This Under-the-Radar Stock »
Tesla may trade as a stock but it has the hallmarks of being a call option. That’s because the company holds under its umbrella one of the most advanced AI systems on planet earth. And now that – thanks to OpenAI – the general public has become aware of what AI can do, it’s arguable that Tesla is substantially underpriced because it can leverage that AI in so many other areas.
» Read more about: Is $1 Trillion in Tesla Annual Profits Possible? »
Before it even had a formal product on the market, Snowflake had achieved a valuation of $3.5 billion, a clear sign of the confidence investors had in the firm’s innovative approach to data warehousing and cloud technology.
Snowflake’s disruptive approach to these two items have revolutionized the way organizations manage and use their data.
» Read more about: Buffett Stock at 52-Week Low, Time to Buy? »
2 million customers in more than 150 countries use Shutterstock (NYSE: SSTK), a company that widely has the reputation of being “just a stock photo” company. In reality, it has a vast array of images, videos, music, and even an AI-driven creative platform.
With its extensive library of over 390 million images and 24 million videos and as a leader the global stock photo and video market that is forecast to reach $5 billion by 2027,
» Read more about: Could This Photo Firm Double Your Money? »