Mott Capital Management, an investment research and management firm, released its “Thematic Growth Strategy” Q3 2026 investor letter. A copy of the letter can be downloaded here. The strategy generated a 9.01% YTD return through Q3 2026, trailing the S&P 500 Total Return Index’s 12.75%. Sector rotation and weakness in technology shares shaped the market

The Federal Reserve recently raised interest rates for the first time in years, and more rate hikes are expected. Another hike may even happen before the end of the year. How much higher rates end up going is anyone’s guess at this point, as inflation remains elevated and the war in Iran doesn’t appear to

Greenlight Capital, an investment management firm, recently released its Q3 2026 investor letter. A copy of the letter can be downloaded here. The funds returned -3.3% in the third quarter of 2026, compared with a 2.3% gain for the S&P 500, bringing their year-to-date return to -1.5% against the index’s 12.7% advance. The disappointing performance

Warren Buffett has left a legacy as one of the greatest investors of his generation. He’s also one of the best-known investors, and there are reams of shareholder meeting transcripts and letters available for review from Buffett with smart, sound investing advice for anyone from the professional to the layman. Berkshire Hathaway (NYSE: BRKA) (NYSE:

Sandisk (NASDAQ: SNDK) stock lost 24% in October, according to data provided by S&P Global Market Intelligence. Although it reported another quarter of fantastic growth, the market is worried about a slowdown in the memory cycle. Memory is dominating right now Sandisk makes many of the products important for all kinds of technology, and it’s

Enter Boeing (NYSE: BA) stock in a beauty contest, and it wouldn’t get many votes. But long-term investing isn’t a beauty pageant; it’s about finding good value stocks with plenty of upside potential. Boeing is a winner in that regard, even though its recent update might have been disappointing for some. Here’s why its worth

Some companies treat their dividend like a bill they have to pay every month, not a bonus they hand out when times are good. That mindset is what separates a stock that merely offers a dividend from one that has actually built its business around protecting it, through recessions, inflation spikes, and years when growth

Lumentum Holdings (NASDAQ:LITE) did just about everything right this morning, and its stock got punished anyway. Shares of the laser and optics specialist were down 14.9% as of 12:55 p.m. ET. Q1 2027 results beat Wall Street’s expectations and the company agreed to be acquired by Marvell Technology (NASDAQ:MRVL) in an all-stock deal. Marvell’s stock

California Resources has rewarded long term holders over the past five years, which naturally puts a spotlight on whether the current share price really lines up with what its sales can support. After a period that includes both a sizeable reported loss and new clean power ambitions, the question is how much revenue strength the

MGM Q3 deep dive: margin recovery and digital growth offset soft leisure demand Hospitality and casino entertainment company MGM Resorts (NYSE:MGM) met Wall Street’s revenue expectations in Q3 2026, but sales were flat year on year at $4.21 billion. Its non-GAAP loss of $0.11 per share was significantly below analysts’ consensus estimates. Is now the

Shares of Amplitude (NASDAQ:AMPL) were among the winners last month as the data analytics software stock benefited from a broader rotation out of AI infrastructure stocks into undervalued stocks like Amplitude, and it also got a number of positive analyst notes during the month. Though there was no major company-specific news out on Amplitude, those

Five days after Oracle (ORCL) promised to rein in its fundraising, it raised the full $20 billion in a single day. Oracle kicked off a $10 billion bond sale Monday and, at the same time, filed to sell $10 billion of stock. Together, that’s every dollar of new debt and stock it said at last