WM is underperforming the S&P 500 in 2025. The company’s core business is performing well, but results in recycling and healthcare have been disappointing. WM is forecasting gobs of free cash flow... Read more »
Meta Platforms (META) is poised to invest a significant amount of money to position itself at the forefront of the artificial intelligence revolution, but investors and at least one analyst firm appear to... Read more »
Returns on PayPal (PYPL) stock have been negative for the year 2025. However, after touching lows of $55.85 in April 2025, PYPL stock has trended higher by almost 25%. The rally from... Read more »
Baron Funds, an investment management company, released its “Baron Discovery Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Year-to-date, the fund was up 10.75% (Institutional Shares),... Read more »
Figma is growing and it’s profitable. Adobe’s previous offer acts as validation for the business and its valuation. The company is innovating rapidly in AI, taking advantage of a huge opportunity. 10... Read more »