Earlier this week, Robinhood Markets’ board authorized a new US$1.50 billion Class A share repurchase program, expected to ...
Palantir Technologies Inc.'s advanced data mapping and AI solutions give it a strong moat and impressive profitability, but its valuation is significantly stretched versus peers. The company's modular ...
In an increasingly fragmented and complex global economy, the traditional approach of capital allocation—dividing assets across equities, bonds and alternatives—is no longer sufficient to meet the ...
Global family offices are being forced to rethink how, where, and why they allocate capital. Higher interest rates, geopolitical realignment, and the scale of the energy transition have made ...
The most painful capital misfires I’ve seen didn’t come from bad math; they came from murky decision rights. Picture this: A seasonal product with clean unit economics and a green light from finance ...
I'm upgrading InMode to Buy due to improved capital allocation, including significant share buybacks and the potential for record dividends. Despite a 20% revenue decline in 2024, InMode remains a ...
After taking a fresh look at industrial bellwether Caterpillar, we’ve raised our fair value estimate to $425 per share from $267 to reflect our more constructive view on the company’s growth prospects ...
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