The new world champion is the fourth consecutive first-time winner and the UK game faces a challenge to keep up with investment in Asia Perhaps of all the noise that emanated from Wu Yize’s historic victory in the World Snooker Championship final on Monday evening, it was 12 simple words from the godfather of Chinese snooker that meant the most. For the second successive year, China has a world ch...
The new world champion is the fourth consecutive first-time winner and the UK game faces a challenge to keep up with investment in Asia Perhaps of all the noise that emanated from Wu Yize’s historic victory in the World Snooker Championship final on Monday evening, it was 12 simple words from the godfather of Chinese snooker that meant the most. For the second successive year, China has a world champion in the sport the nation has taken to its heart, with Wu emulating Zhao Xintong’s win 12 months earlier after defeating Shaun Murphy in one of the great finals. But there is a fair argument none of this would be possible without Ding Junhui laying the groundwork over the last 20 years. Continue reading...
Despite all of the "happily ever after" stories that put Walt Disney (NYSE: DIS) on the map, the stock itself has languished in recent years. Shares of the media bellwether have risen nearly 10% over the past year, but that's less than half of the market's return in that time. Zoom out, and the chart only gets worse. The stock is flat over the last three years, and down a brutal 42% over the past ...
Despite all of the "happily ever after" stories that put Walt Disney (NYSE: DIS) on the map, the stock itself has languished in recent years. Shares of the media bellwether have risen nearly 10% over the past year, but that's less than half of the market's return in that time. Zoom out, and the chart only gets worse. The stock is flat over the last three years, and down a brutal 42% over the past year. It doesn't seem fair. Disney turned the early pandemic-era headwinds into tailwinds. Its theme parks are generating record revenue and profits. Its movie studio released the three highest-grossing films by U.S. studios last year. Streaming service Disney+ has been profitable for more than a year. Image source: Disney. Continue reading
Rising spending on autonomy, robotics, and energy is reshaping how investors think about Tesla (NASDAQ: TSLA) , its free cash flow, and its risk/reward profile. Watch the video below to see what this guidance could mean for the stock. *This video was published on April 24, 2026. Continue reading
Rising spending on autonomy, robotics, and energy is reshaping how investors think about Tesla (NASDAQ: TSLA) , its free cash flow, and its risk/reward profile. Watch the video below to see what this guidance could mean for the stock. *This video was published on April 24, 2026. Continue reading
Michael H/DigitalVision via Getty Images Linde ( LIN ) is the definition of a great business. With high margins and returns on capital as well as 33 consecutive years of dividend growth, the company has delivered for shareholders with double-digit EPS growth through cycles that would have pressured lesser businesses. When looking at the latest Q1'26 results from last week, it was another quarter t...
Michael H/DigitalVision via Getty Images Linde ( LIN ) is the definition of a great business. With high margins and returns on capital as well as 33 consecutive years of dividend growth, the company has delivered for shareholders with double-digit EPS growth through cycles that would have pressured lesser businesses. When looking at the latest Q1'26 results from last week, it was another quarter that reinforced all of that. But my issue isn't with Linde or its industry, but what you're paying for it. At around $495 a share and roughly 28x forward earnings on a company guiding 7% to 9% EPS growth for the full year, the sticking point is on valuation. Investor Presentation A look at Q1'26 results Linde delivered another strong quarter against what management described as "a challenging economic backdrop". Sales of $8.781 billion grew 8% year over year and surpassed sellside estimates by $180 million . Growth was driven by a 5% FX tailwind as the euro strengthened, 1% from bolt-on acquisitions, and 3% in underlying sales comprising 2% pricing and 1% volume. On the bottom line, of $4.33 grew 10% and came in slightly above the top end of guidance, beating the $4.27 consensus by 6 cents. Seeking Alpha Operating profit of $2.6 billion held at a 30% margin , improving 50bps sequentially from Q4 and return on capital came in at 23.8%. Operating cash flow was 4% higher than last year at $2.2 billion and FCF came out to $900 million after $1.3 billion in capex. During the quarter, the company returned $1.545 billion to shareholders in the quarter split between $800 million through buybacks and $745 million through dividends. With over half of FCF going directly towards shareholders, management seems to be quite shareholder friendly with cash. Investor Presentation One data point worth highlighting in the quarter was that volume growth was just 1% for the quarter. Pricing contributed 2% which I think is the more reliable lever in Linde's model since it's contractually embedded ...
LeMusique/iStock via Getty Images Investment Thesis The last time I wrote about Meta Platforms, Inc. ( META ), in October 2025, I analyzed the company’s Q3 earnings report and argued that the post-earnings slump in the stock could be attributed more to investor psychology surrounding capital expenditures, as a result of investors’ past experience with the company’s Metaverse strategy, and less to ...
LeMusique/iStock via Getty Images Investment Thesis The last time I wrote about Meta Platforms, Inc. ( META ), in October 2025, I analyzed the company’s Q3 earnings report and argued that the post-earnings slump in the stock could be attributed more to investor psychology surrounding capital expenditures, as a result of investors’ past experience with the company’s Metaverse strategy, and less to company fundamentals. I had a Buy rating on the name and my price target was $893. Since the article was published, the stock has lost 3.5%, significantly underperforming the S&P 500 ( SP500 ), which gained 6.4% during the same period. In this article, I analyze META’s Q1 earnings report and assess the rationale behind the sharp selloff, which occurred once again post the earnings release, and discuss whether it is justified, or whether it is a buying opportunity for long-term investors. As I did in my previous article, I also examine the road ahead for META investors amidst the post-earnings selloff. A Snapshot of Q1 Earnings Report META had a strong quarter, beating on both the top- and bottom-line estimates. More specifically, Q1 revenues came in at $56.31 billion , up 33% y/y and beating analyst estimates by $755.4 million. Adjusted EPS came in at $7.31, after excluding the $8.03 billion one-time non-cash benefit, up 14% y/y and beating analyst estimates by $0.49. The operating margins came in at 41%, and while they were flat y/y, investors must keep in mind that the company achieved this margin stability despite total expenses jumping 35% y/y. Finally, the company generated $12.4 billion in free cash flows, representing a strong growth of 20% y/y. The guidance was an area that investors were not happy with. More specifically, META now expects Q2 revenues to be in the range between $58 billion and $61 billion, which was largely in-line with estimates. The capex outlook for the full year, however, once again spiked, now expected to come in between $125 billion and $145 b...
Shares of Pinterest (NYSE:PINS) are riding a wave of Wall Street enthusiasm following a stronger-than-expected Q1 2026 earnings report. At least seven sell-side firms raised their price targets on May 5, with PINS stock trading up 11% intraday to $23 and change. The takeaway for prudent investors: the worst may be behind Pinterest, but firms ... Pinterest Just Got a Wall Street Pile-On: Six Firms ...
Shares of Pinterest (NYSE:PINS) are riding a wave of Wall Street enthusiasm following a stronger-than-expected Q1 2026 earnings report. At least seven sell-side firms raised their price targets on May 5, with PINS stock trading up 11% intraday to $23 and change. The takeaway for prudent investors: the worst may be behind Pinterest, but firms ... Pinterest Just Got a Wall Street Pile-On: Six Firms Hike Price Targets After Q1 Beat Crushes Estimates
The gold standard of smartphone industry research is CounterPoint. It recently released its report on global first-quarter sales. One point is that the top 10 brands accounted for 25% of the market. The real headline should have been the extent to which Apple (NASDAQ: AAPL) controls the market. Counterpoint’s Global Handset Model Sales Tracker showed ... Apple Hammers The Competition
The gold standard of smartphone industry research is CounterPoint. It recently released its report on global first-quarter sales. One point is that the top 10 brands accounted for 25% of the market. The real headline should have been the extent to which Apple (NASDAQ: AAPL) controls the market. Counterpoint’s Global Handset Model Sales Tracker showed ... Apple Hammers The Competition
A major shift in mortgage credit scoring economics could reshape how lenders evaluate risk, price loans, and navigate housing cycles. See how Fair Isaac's (NYSE: FICO) new pricing structure, conversion sensitivity, and regulatory backdrop might influence investors in the video below. *This video was published on April 24, 2026. Continue reading
A major shift in mortgage credit scoring economics could reshape how lenders evaluate risk, price loans, and navigate housing cycles. See how Fair Isaac's (NYSE: FICO) new pricing structure, conversion sensitivity, and regulatory backdrop might influence investors in the video below. *This video was published on April 24, 2026. Continue reading
Injured forward went to Sardinia as the clásico looms Criticism ignores ‘reality of Kylian’s commitment’ Kylian Mbappé has said he remains fully committed to his recovery from a hamstring injury after facing criticism for travelling to Sardinia with the actor Ester Expósito last weekend. Spanish media and Real Madrid supporters have questioned Mbappé dedication to his team before Sunday’s clasico ...
Injured forward went to Sardinia as the clásico looms Criticism ignores ‘reality of Kylian’s commitment’ Kylian Mbappé has said he remains fully committed to his recovery from a hamstring injury after facing criticism for travelling to Sardinia with the actor Ester Expósito last weekend. Spanish media and Real Madrid supporters have questioned Mbappé dedication to his team before Sunday’s clasico with Barcelona. Mbappé’s representatives issued a statement on Tuesday denying any wrongdoing. “Part of the criticism is based on an over-interpretation of elements related to a recovery period strictly supervised by the club, without reflecting the reality of Kylian’s commitment and the work he puts in every day for the team,” the statement read. Continue reading...
The S&P 500 Index ($SPX ) (SPY ) today is up +0.64%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.08%. June E-mini S&P futures (ESM26 ) are up +0.62%, and June E-mini Nasdaq futures...
The S&P 500 Index ($SPX ) (SPY ) today is up +0.64%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.08%. June E-mini S&P futures (ESM26 ) are up +0.62%, and June E-mini Nasdaq futures...