z1b/iStock via Getty Images While the S&P 500 ( SPY ) still hovers near all-time highs and trades at a level that some prominent investors are referring to as a bubble , and investors like Howard Marks are cautioning that it could result in a lost decade ahead, there are some powerful dividend growth machines that have dropped firmly into bear market territory, presenting compelling potential buyi...
z1b/iStock via Getty Images While the S&P 500 ( SPY ) still hovers near all-time highs and trades at a level that some prominent investors are referring to as a bubble , and investors like Howard Marks are cautioning that it could result in a lost decade ahead, there are some powerful dividend growth machines that have dropped firmly into bear market territory, presenting compelling potential buying opportunities. In today's article, I want to look at two of these that I have not discussed in quite some time and determine if the sell-off is warranted or if the market has handed investors a golden buying opportunity. Alternative Asset Management Giant At A Discount The first one I am going to discuss is Brookfield Asset Management ( BAM ). It is trading well off its 52-week high of $64.10 as of this writing, as it trades at $43.13, offering investors a next 12 months dividend yield of about 4.5%. BAM is a capital-light alternative asset manager with over $1.2 trillion in total assets under management and $603 billion in fee-bearing capital. While its parent, Brookfield Corporation ( BN ), combines a stake in the asset management business with direct ownership of substantial stakes in the assets it manages, BAM employs an asset-light business model. BAM Investor Presentation This asset-light business model enables it to earn very high returns on invested capital through the growth of assets under management without having to deploy much in the way of retained earnings. Instead, it generates a ton of free cash flow that it is able to return to shareholders via dividends and buybacks. This was witnessed most recently through its 15% dividend increase that it announced in its latest earnings call. In fact, it pays out the vast majority of its cash flows as dividends, as evidenced by its current 95% payout ratio. It can afford to do this since it does not need to retain cash to invest in capital expenditures or even to service a significant amount of debt, and therefore c...
Better Home & Finance Holding press release ( BETR ): Q4 net loss of $39.92M. Revenue of $44.31M (+77.4% Y/Y) beats by $3.6M . Funded Loan Volume of $1.5 billion, compared to $936 million in Q4 2024 and $1.2 billion in Q3 2025, demonstrating 56% growth year over year Approximately 4,293 Funded Loans, compared to 3,326 in Q4 2024 and 4,086 in Q3 2025, demonstrating 29% growth year over year Continu...
Better Home & Finance Holding press release ( BETR ): Q4 net loss of $39.92M. Revenue of $44.31M (+77.4% Y/Y) beats by $3.6M . Funded Loan Volume of $1.5 billion, compared to $936 million in Q4 2024 and $1.2 billion in Q3 2025, demonstrating 56% growth year over year Approximately 4,293 Funded Loans, compared to 3,326 in Q4 2024 and 4,086 in Q3 2025, demonstrating 29% growth year over year Continued to improve D2C marginal unit economics, expanding D2C marginal per unit contribution margin by 28% quarter-over-quarter Adjusted EBITDA loss of $24 million, compared to a loss of $28 million in Q4 2024 and a loss of $25 million in Q3 2025, demonstrating a 14% improvement year over year More on Better Home & Finance Holding Rocket Cos., UWM Holdings slide after Better partners with OpenAI on mortgage decision app Most and least shorted financial stocks with up to $2B market cap in early March Seeking Alpha’s Quant Rating on Better Home & Finance Holding Historical earnings data for Better Home & Finance Holding Financial information for Better Home & Finance Holding
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha , iTunes , Spotify . Getty Images Up for a challenge? Test your knowledge on the biggest events in the investing world over the past week. Take the latest Seeking Alpha News Quiz and see how you stack up against the competition. Good morning! Here's the latest in trending: Fresh highs : One o...
Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha , iTunes , Spotify . Getty Images Up for a challenge? Test your knowledge on the biggest events in the investing world over the past week. Take the latest Seeking Alpha News Quiz and see how you stack up against the competition. Good morning! Here's the latest in trending: Fresh highs : One of the big winners from the Iran war is fertilizer sticks, which keep on hitting records . New foothold: China's BYD ( BYDDF ) is exploring car production in Canada and may scoop up an established rival. Private credit risks: Deutsche Bank ( DB ) comments on its €26B portfolio, flagging indirect risks through interconnected counterparties. The big raise Remember the "Fight for $15" that started in New York City last decade? Well, the movement has evolved and the goalposts have moved, with "$30 by '30" being demanded in the Big Apple. Mayor Zohran Mamdani, a democratic socialist, already advocated for the new minimum wage level on the campaign trail, but the pledge is now being taken up at the New York City Council. Rallying cry: If approved, the newly introduced bill would stagger wage increases over the next several years, bringing the minimum wage to "$30 an hour by 2030" - for businesses with over 500 workers. Smaller employers would have two additional years until 2032, with any further increases tied to cost-of-living adjustments. It's a big deal. The current minimum wage in NYC is $17, and at $30, it would be the highest city minimum wage in the country. Moody's revises NYC's outlook to negative; affirms issuer rating According to NYC's Comptroller, one quarter of the local workforce earns minimum wage, meaning an increase would impact over a million workers. The proposed bill also aims to phase out the tip credit for food service workers, while implementing robust reporting requirements. Any failure to maintain or produce wage records would create rebuttable presumpti...
Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg’s journalists around the world. Today, Natasha Mascarenhas writes about the tricky new dynamics of venture investing in AI. Tech Across the Globe Apple lowers fees in China: The iPhone maker, in a major concession to Beijing and Tencent, is lowering its App Store fees in the world’s biggest smartphone market. ...
Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg’s journalists around the world. Today, Natasha Mascarenhas writes about the tricky new dynamics of venture investing in AI. Tech Across the Globe Apple lowers fees in China: The iPhone maker, in a major concession to Beijing and Tencent, is lowering its App Store fees in the world’s biggest smartphone market. Chat with Google Maps: Google is adding an “Ask Maps” feature to its popular app, which embeds the company’s Gemini AI in the product and lets users interact just like they do with a chatbot. Adobe CEO departs: Shantanu Narayen is stepping down after 18 years leading the creative software giant. Revalued AI coding startup Cursor is in talks with investors for a funding round that would value the company at $50 billion, a jump of almost 60% from the valuation it secured about four months ago. Cursor’s AI coding assistant has helped the company become one of the fastest-growing startups of all time and a key player in the “vibe coding” movement. Not enough AI to go around When I ask venture capitalists about the hardest part of investing in artificial intelligence — it’s not the technical prowess required to make a big bet, or even the 48-hour turnaround expected for a term sheet. Instead, many say it’s getting more difficult to have meaningful ownership in the best startups. Ownership, or the amount that an investor holds in a company in exchange for the capital they provide, has always been of paramount importance in the private capital markets. In some cases, ownership is the difference between having a fund-returning investment, or a successful exit just showing up as a rounding error on a firm’s returns dashboard. And in the age of AI, investors tell me the issue is magnified — initial ownership matters a lot when companies raise back-to-back rounds within months of each other and dilute investors along the way. That leads to a debate that many firms are having in this m...
Elon Musk said that Tesla Inc.'s third-generation Optimus Humanoid robot will be the most advanced robot ever. Most Advanced Robot In an interview with entrepreneur Peter Diamandis, Musk shared that the Optimus Gen 3 robot was in the "final stages" of completion, adding that the robot was "gonna be by far the most advanced robot in the world." He also said that the robot will begin production in S...
Elon Musk said that Tesla Inc.'s third-generation Optimus Humanoid robot will be the most advanced robot ever. Most Advanced Robot In an interview with entrepreneur Peter Diamandis, Musk shared that the Optimus Gen 3 robot was in the "final stages" of completion, adding that the robot was "gonna be by far the most advanced robot in the world." He also said that the robot will begin production in Summer 2026, which will initially be slow and then reach volume production sometime in 2027. Musk, wi
Why would Trump launch a foreign war when he is so domestically weak? Precisely because he is weak In the lead-up to the 2003 invasion of Iraq, members of the George W Bush administration presented the case for war exhaustively, repeatedly, and in public. The then national security adviser Condoleezza Rice , who played a major role in green-lighting waterboarding of detainees at Guantanamo Bay, wr...
Why would Trump launch a foreign war when he is so domestically weak? Precisely because he is weak In the lead-up to the 2003 invasion of Iraq, members of the George W Bush administration presented the case for war exhaustively, repeatedly, and in public. The then national security adviser Condoleezza Rice , who played a major role in green-lighting waterboarding of detainees at Guantanamo Bay, wrote an editorial in the New York Times claiming that Iraq was lying about its so-called “weapons of mass destruction”. Meanwhile, Colin Powell , then the secretary of state, went to a meeting of the United Nations security council in New York. There, before America and the world, he held up a tiny vial of substance meant to represent anthrax, a chemical weapon that had terrorized the US in a series of mail attacks just over a year before; Powell claimed that Iraq had the weapon and was willing to use it. Bush himself routinely addressed the American people, making the case for war. They were all lying, it turned out, but the lie served a purpose: it was a concession to the idea that the American people would have a say in whether or not their country went to war. Continue reading...
Exclusive survey finds negative economic impacts felt across party lines as White House doubles down on tariffs Seven in 10 Americans say Donald Trump’s tariffs have led to them paying higher prices, according to an exclusive new poll for the Guardian. The Harris Poll survey presents Republicans with a major problem in the battle for the upcoming midterm elections. The majority of all voters (72%)...
Exclusive survey finds negative economic impacts felt across party lines as White House doubles down on tariffs Seven in 10 Americans say Donald Trump’s tariffs have led to them paying higher prices, according to an exclusive new poll for the Guardian. The Harris Poll survey presents Republicans with a major problem in the battle for the upcoming midterm elections. The majority of all voters (72%) believe Trump’s tariffs have had a negative rather than a positive impact and 67% said tariffs aren’t the right solution for improving the economy. 64% of Republicans agreed that Trump’s tariffs had led to higher prices compared with 77% of Democrats and 67% of independents who believed the same. 60% of Republicans also said that tariffs had had more of a negative impact on consumers than a positive one, compared with 81% of Democrats and 75% of independents. Continue reading...
The sight of blossom against a bright blue sky is one of the joys of spring, and the right tree will keep on giving year after year Just shy of three years ago, I planted a cherry tree in my garden. It was the result of a deeply postpartum, vaguely chaotic research mission: to find a tree that was small yet substantial enough for my compact London garden. I wanted a pollution-hardy tree with flowe...
The sight of blossom against a bright blue sky is one of the joys of spring, and the right tree will keep on giving year after year Just shy of three years ago, I planted a cherry tree in my garden. It was the result of a deeply postpartum, vaguely chaotic research mission: to find a tree that was small yet substantial enough for my compact London garden. I wanted a pollution-hardy tree with flowers the right shade of pale pink that would bloom around the time of my newborn son’s vernal equinox birthday. Celebrating a baby’s new arrival with a tree or a shrub is one of the most romantic, and hopefully enduring, gifts one can give. I chose a Prunus ‘Accolade’ ( pictured above ). It feels funny to associate that tree with the boisterous little boy I live with. But the blossom was undeniably magic. There was a window on our stairway that framed it perfectly. Every time we popped up or down we got a hit of candyfloss pink. Six months later, when we marked his half-years with the autumn equinox, the tree’s leaves would begin to turn golden. Continue reading...
As numbers of incarcerated women approach one million globally, campaigners are hoping the recognition leads to action The “groundbreaking” inclusion of female incarceration in a global agreement on justice for women and girls adopted at the UN this week has been hailed by campaigners as an opportunity to bring about change for hundreds of thousands of women in prison around the world. The agreed ...
As numbers of incarcerated women approach one million globally, campaigners are hoping the recognition leads to action The “groundbreaking” inclusion of female incarceration in a global agreement on justice for women and girls adopted at the UN this week has been hailed by campaigners as an opportunity to bring about change for hundreds of thousands of women in prison around the world. The agreed conclusions of the 70th session of the Commission on the Status of Women (CSW70), being held this week and next at the UN headquarters in New York, explicitly mention “women in detention and in imprisonment”. They set out to address their plight while taking into account the links between discriminatory laws, violence against women and girls and increased risk of incarceration. Continue reading...
Less than a decade ago, Google employees scuttled any military use of its AI. Now Anthropic is fighting Trump officials not over if, but how The standoff between Anthropic and the Pentagon has forced the tech industry to once again grapple with the question of how its products are used for war – and what lines it will not cross. Amid Silicon Valley’s rightward shift under Donald Trump and the sign...
Less than a decade ago, Google employees scuttled any military use of its AI. Now Anthropic is fighting Trump officials not over if, but how The standoff between Anthropic and the Pentagon has forced the tech industry to once again grapple with the question of how its products are used for war – and what lines it will not cross. Amid Silicon Valley’s rightward shift under Donald Trump and the signing of lucrative defense contracts, big tech’s answer is looking very different than it did even less than a decade ago. Anthropic’s feud with the Trump administration escalated three days ago as the AI firm sued the Department of Defense, claiming that the government’s decision to blacklist it from government work violated its first amendment rights. The company and the Pentagon have been locked in a months-long standoff, with Anthropic attempting to prohibit its AI model from being used for domestic mass surveillance or fully autonomous lethal weapons. Continue reading...
tadamichi Once Upon A Farm ( OFRM ) reported sales rose 30.1% in Q4 to $64.0M. The company highlighted that the sales growth was driven by broadened distribution, significant increases in household penetration, and top-tier velocity in the categories where it competes. CEO John Foraker said the sales growth showed the powerful underlying momentum around the brand and the trust consumers place in t...
tadamichi Once Upon A Farm ( OFRM ) reported sales rose 30.1% in Q4 to $64.0M. The company highlighted that the sales growth was driven by broadened distribution, significant increases in household penetration, and top-tier velocity in the categories where it competes. CEO John Foraker said the sales growth showed the powerful underlying momentum around the brand and the trust consumers place in the company's mission-driven approach. Gross profit was 47.7% of sales for the quarter of 2025, compared to 46.7% of sales in the prior year period. The gross profit improvement was driven by lower trade spend and higher average selling prices. Adjusted EBITDA was $6.6M for the quarter, compared to $2.2M in the prior-year period. The increase was primarily driven by the increase in gross profit partially offset by higher SG&A expenses. GAAP EPS of $0.11 topped the consensus estimate by a penny. Evercore ISI analyst David Palmer said the firm continues to see Once Upon a Farm ( OFRM ) as an exciting early-stage food growth story with a wide range of potential stock outcomes based on the potential for 30%+ sales growth in 2027 and potentially beyond and the path to double-digit EBITDA margins. However, the general sense of sell-side analysts was that investors may be disappointed in the reported margin rate. Shares of Once Upon A Farm ( OFRM ) fell 19.3% in premarket trading to $16.43 vs. the post-IPO range of $18.00 to $27.00. More on Once Upon A Farm, PBC Once Upon A Farm Looks Like A Good Consumer Packaged Goods Growth Stock Once Upon A Farm: Better For Kids, But What About Investors? Once Upon A Farm, PBC GAAP EPS of $0.11 beats by $0.01, revenue of $64M beats by $1M Once Upon A Farm has plenty of believers on Wall Street Historical earnings data for Once Upon A Farm, PBC