Key Takeaways Shift4 trades at a forward EV/EBITDA multiple of 13x, considerably lower than peers such as Toast (91x) and Block (30x), despite exhibiting strong revenue growth. The company reported...
Key Takeaways President Trump’s proposal to redistribute tariff revenues as household dividends could reshape fiscal and trade policy amidst a $37 trillion US debt. While projections suggest up to $750...
Key Takeaways Fiserv’s forward P/E of 13.71, significantly below industry averages, suggests potential undervaluation despite strong cash flow predictability. The Clover platform is a critical growth driver, with increasing adoption...
Key Takeaways Value investing hinges on identifying securities priced below intrinsic value, requiring rigorous analysis and long-term patience. Historical data from 1926–2020 shows value stocks outperformed broader markets, delivering annual...
Key Takeaways Surveys in 2025 suggest many Americans view 58 as the ideal retirement age, though actual retirement averages closer to 65. Economic factors such as inflation, debt, and rising...
Key Takeaways Undercovered stocks with fewer than 10 analysts often outperform by delaying price discovery, creating an exploitable asymmetry. In Q2 2025, several such names—including Pfizer, DraftKings, and Santacruz Silver...
Key Takeaways OneWater Marine’s strategic shift to pre-owned boats and services helps buffer against cyclical industry downturns, supporting more stable margins. Fiscal Q3 2025 results show 1.9% year-over-year revenue growth,...
Key Takeaways PayPal appears undervalued with a forward P/E of approximately 14, compared to its peers trading significantly higher multiples. Recent strategic initiatives, including the launch of PayPal World, aim...
Key Takeaways As of 2025, the largest 10% of US equities account for a record 76% of total market capitalisation—a level unseen even during prior historical peaks such as the...
Key Takeaways Zoomd Technologies reported Q2 2025 revenue of US$19.6 million, up 40% year-over-year, with annualised revenue of US$63.9 million. The company achieved net income of US$6.1 million and adjusted...
