Anyway, three names you might recognize-Warren Buffett, Bill Ackman, and David Tepper-are still at it. Let’s talk about one stock each of them has been messing around with recently. And yes, I’ll try not to get too worked up about it.
In this age of relentless innovation, one might wonder what remains untouched by progress. Yet, within the realm of digital remittances-a landscape as ancient as human connection itself but newly transformed by technology-there blooms a story worth telling. It is here, amid the cross-border corridors of India, the Philippines, and Mexico, that Remitly has carved its niche, offering not merely convenience but liberation from the shackles of legacy systems. Its mobile application whispers promises of simplicity, while its fees stand as testaments to fairness-a rare virtue in our modern world.
If one had been so gauche as to invest a mere $100 in Nvidia 25 years ago, one would now possess what can only be described as an embarrassingly large sum. But let us not rush to congratulate ourselves too heartily; after all, hindsight is the champagne flute everyone insists on raising, even when the bubbles have long gone flat.
In the labyrinth of streaming platforms, where new gods rise and fall like morning dew, Roku carved a niche so narrow it seemed a mistake. Its platform, a digital agora, aggregated the titans of content into a single, seamless illusion of choice. The numbers-35.4 billion viewing hours, 5.2 billion more than the year before-were not statistics but omens, etched in the language of engagement. Yet the true alchemy lay in its devices, sold at a loss, a Faustian bargain to grow an audience vast enough to make advertisers weep into their coffee. By the end of 2024, 89.8 million households had been ensnared in its web, a kingdom built on the backs of hardware subsidies and the unspoken pact between man and machine.
As nations, ever the fickle lovers of stability, scramble to secure their energy veins, nuclear power emerges not as a solution, but as a specter-reliable, yes, yet cloaked in the ghostly shroud of its own history. It is a cleaner-burning fuel, they say, though one cannot help but recall the whispers of Chernobyl, the silent screams of Fukushima, and the quiet, unspoken pact between engineers and the void.
Let us explore why NextEra is not just another name on the list of largest U.S. utility companies, but rather the sort of investment you might dream of at the grandest soiree-quietly profitable, yet immensely rewarding. A perfect fit for those who prefer their fortunes to grow in style.
But let us not be deceived by these numbers. The Magnificent Seven, in their infinite hubris, have become the Disc’s version of the Guild of Alchemists: powerful, overpaid, and slightly obsessed with their own reflections. Nvidia, the first to breach the $4 trillion mark, has doubled in price since April. The rest of the Seven have followed suit, their earnings multiples as inflated as a wizard’s ego after a particularly successful spell. 2
Enter NextEra Energy, Florida’s crown jewel of electricity providers and America’s self-proclaimed king of clean energy (they didn’t give themselves that title, but they’re not exactly humble about it either). This titan of turbines and solar panels now faces losing hundreds of billions in tax credits-credits so generous they could practically finance their own Broadway musical. So what does CEO John Ketchum do? He pens an open letter to Congress begging for mercy. It’s like watching Moses plead with Pharaoh, except instead of locusts, we get lost subsidies.
O’Reilly’s shares have outpaced the S&P 500 by 142 percentage points over five years. The S&P, that old workhorse, is content to lumber along at 88%. O’Reilly? It’s sprinted, then hitched a ride on a rocket. But let’s not get carried away. Growth like this doesn’t happen in a vacuum. It happens in a buyback. Or, as the company might call it, “a very serious commitment to reducing share counts.”
Shares of this digital court jester have pirouetted 110% this year, a crescendo in a market otherwise content to hum a minor key. One might assume the orchestra has reached its final note, but ah-let us not mistake the overture for the encore.