Ferrari remains a quality compounder, but its 2030 revenue outlook of €9 billion signals slower growth than I previously ...

Toast posts back-to-back beats with fintech gains, SaaS growth, leverage, expansion, and fair value near $50.9. Read why TOST ...

Today’s macroeconomic and geopolitical environment feels particularly uncertain. Owning stocks with robust business models that generate strong returns, with minimal cyclicality are one safe place to ...

Bill Ackman's fund, Pershing Square Capital Management, owns 10-12 stocks at any one time. Ackman has praised Uber's management team for making the company highly profitable. The ride-hailing ...

The market is valuing Microsoft at a $3.62 trillion market cap, with a P/E ratio of 34.65, a price-to-book of 9.99, and a 0.75% dividend yield. At this level the stock is priced as a compounder that ...