Gartner (IT) is crashing—and it's all because of AI. Plus, can economic data be trusted? … A lesson on growth stocks from Palantir (PLTR)... Is Disney (DIS) finally a buy? … And Apple's (AAPL) new AI strategy.
Andrew Horowitz of The Disciplined Investor breaks down the ultimate winner of the Big, Beautiful Bill… how to manage volatility in growth stocks… whether AI is a threat to Google… one mega-cap AI stock he’s long—and one he's short.
Total addressable market (TAM) is the key to finding the market's next big winners. Here's why TAM matters more than traditional metrics—and how investors can spot companies with massive growth potential before the crowd catches on.
If you use P/E ratios to gauge valuation, you might be missing the bigger picture—and overlooking some of the market's best opportunities. Here's what to look at instead… and an "expensive" stock that's a buy on any pullback.
The CPI data proves inflation is back… Why Coca-Cola (KO) is garbage... Rate cuts are off the table for 2025… This growth stock is upending the trillion-dollar loan business… Strategy's (MSTR) rebrand… And David Tepper's China trade.
Growth stocks have been outperforming value stocks for several years… but market history tells us it won't last. One simple strategy lets you "buy low and sell high" without trying to time the market.
The cheap and simple structure of index funds works wonders, especially long-term. But if you're not careful, it could lead to a major mistake most investors don't realize they're making... Luckily, there’s a simple solution to fix it.
What to expect from Jackson Hole… The Canadian rail strike… Short sellers are punishing Icahn… A defense name poised to surge… This software stock is a disaster… And buy this small-cap growth story. Plus, our sweetheart deal for accredited investors.
In a speculation-driven market, buyers end up overpaying for assets with no long-term value. There’s no shortage of examples throughout market history... and the story always ends with massive losses. These overpriced stocks are the perfect example.
The bear market of 2022 put an end to the long uptrend in large-cap growth stocks. Today, we'll look at what's causing this trend reversal... and which stocks will benefit in the new market cycle.
Now that the Fed has removed the easy money punchbowl, the golden era for growth-at-any-price stocks is over. Here are the stocks to avoid in this market... and one ETF to consider instead.
Last year, Genia explained why the 60/40 strategy was dead... and she was right on the money. This advice is just as true today. Genia explains why... and shares a fresh strategy for today's dangerous market.
After plunging 35% in a single day… is Netflix a bargain—or a trap? These 3 lessons can help you decide what to do when a stock crashes… and avoid another Netflix-sized debacle.
From aggressive deregulation to pro-manufacturing policies, a focus on defense, and the landmark “Big Beautiful Bill” funneling trillions into the economy, Trump’s policies are already favoring specific sectors… And companies tied into those trends stand to benefit big.
What you'll get:
