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November 9, 2025
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Unity, Peloton, Dupont earnings and the12 days of bear-mas
November 9, 2025
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Portfolio Update
November 9, 2025
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substack_shareholdersunite
Weekly Update on Some of the Names We Follow
November 8, 2025
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Leatt Q3 2025
BSDs in the News
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Dow Jones Futures Due With Shutdown Deal 'Coming Together'; Nvidia Leads Four Stocks In Buy Areas
November 9, 2025
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Paul Tudor Jones
Dave Ramsey Caller Says 'I Think I Did a Bit of a Boo Boo' After Honoring Wife's Dying Wish—Now He's Getting Remarried & Wants $400K Back From Kids - Yahoo Finance
November 9, 2025
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Chase Coleman
UPS Grounds MD-11 Fleet After Kentucky Cargo Jet Crash. What to Know.
November 8, 2025
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Ken Griffin
Nvidia Stock’s Path to $350. Could Such a Rally Pressure Burry to Close His Bet? - Yahoo Finance
November 8, 2025
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David Tepper
Unlock the Wisdom of the Markets One Quarterly Letter at a Time
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Union Pacific Corporation
Fund: Ironvine Capital Partners
Ticker: UNP
M/cap:
$129b
forward P/E:
x17.6
News from the BuySide
Warren Buffett to release farewell letter Monday as Berkshire Hathaway shows its stability for investors
November 9, 2025
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CNBC_BSD
Carl Icahn returns to a familiar sector — auto repair — as he builds a ...
November 8, 2025
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CNBC_BSD
Warren Buffett’s cash fortress Berkshire closes gap with S&P 500 as AI worries depress Wall ...
November 8, 2025
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CNBC_BSD
‘A spreading virus’: Warren Buffett warns about AI videos of him
November 7, 2025
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CNBC_BSD
From ‘Trump dump’ to ‘Hedge America’: Global investors are still hesitant to go all-in on ...
November 7, 2025
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CNBC
Robinhood shares drop 8% despite reporting Q3 crypto revenue surge: CNBC Crypto World
November 6, 2025
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CNBC
Auto repair chain Monro soars after Carl Icahn takes 15% stake to become largest shareholder
November 5, 2025
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CNBC_BSD
Hedge funds and other big investors are dumping tech stocks at the fastest pace in ...
November 5, 2025
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CNBC
Weekly Articles
Weekly Vol. 88
November 7, 2025
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Buyside Digest
Happy Friday! In this week’s letters, – Cove Street Capital on the hidden financial vulnerabilities; – Massif Capital on Gold, LNG, Copper, and other metals; – Turtle Creek on the strength of current markets; – Elevator pitches for A000660 KS; UNP; JD; Quarter in progress: 500 fund letters of Q3 are live on our database! […]
Weekly Vol. 87
October 31, 2025
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Buyside Digest
Happy Friday! In this week’s letters, – Mobius Capital Partners on China and Emerging Markets; – Templeton & Phillips Capital on AI and docom mania; – Brasada Focused Equity Strategy on the AI Bubble; – Elevator pitches for KTB; PPG; FTLF; Quarter in progress: 435 fund letters of Q3 are live on our database! […]
Weekly Vol. 86
October 24, 2025
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Buyside Digest
Happy Friday! In this week’s letters, – Greenlight Capital on AI Bubble and its valuation; – Focus Wealth Management on bullish and bearish arguments of the market; – Crypto Native Capital on Crypto, Bitcoin, and Michael Saylor; – Elevator pitches for STM; NURS CN; PGR; Quarter in progress: 337 fund letters of Q3 are live […]
Weekly Vol. 85
October 17, 2025
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Buyside Digest
Happy Friday! In this week’s letters, – Driehaus Small Cap Growth Fund on the economy, FED and AI; – Wedgewood Partners on AI, Capex and Big Techs; – FMI All Cap Equity on market valuation and AI; – Elevator pitches for BIO; MODG; ADBE; Quarter in progress: 172 fund letters of Q3 are live on […]
Weekly Vol. 84
October 10, 2025
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Buyside Digest
Happy Friday! In this week’s letters, – Hoisington Investment Management on AI, Economy and Tariffs; – Advisory Research on AI Bubble, Recession and Market Appetite; – Palm Valley Capital Management on the Bull market and Software; – Elevator pitches for 1 HK; BLDR; 1523 HK; Quarter in progress: 94 fund letters of Q3 are live […]
Weekly Vol. 83
October 3, 2025
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Buyside Digest
Happy Friday! In this week’s letters, – Oaktree Capital Management on Market outlook, Debt and Opportunities; – Absolute Return Partners on Climate change and its effect on industries; – Manole Capital Management on Tariffs; FED and Inflation; – Elevator pitches for EPROB SS; PHX AU; BC IM; Quarter in progress: 12 fund letters of Q3 […]
Weekly Vol. 82
September 26, 2025
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Buyside Digest
Happy Friday! In this week’s letters, – Bonsai Partners on Businesses and Competitiveness; – Hayden Capital on Artificial Intelligence and Minimax theory; – Oldfield Partners on Cryptocurrencies and holding them as Treasury; – Elevator pitches for MCFT; PSK CN; 6169 HK; Quarter in progress: 659 fund letters of Q2 are live on our database! […]
Weekly Vol. 81
September 19, 2025
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Buyside Digest
Happy Friday! In this week’s letters, – Antero Peak Group on AI, LLM and Training Cycles; – Fairlight Alpha Fund on Company Moats; – Saltlight Capital on AI and Technology; – Elevator pitches for CCLD; PRKS; AVTR; Quarter in progress: 653 fund letters of Q2 are live on our database! Want to know what […]
Weekly Vol. 80
September 12, 2025
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Buyside Digest
Happy Friday! In this week’s letters, – Cove Street Capital on FED, Government Intervention, and Cryptocurrency; – Rome Capital on Value Investing, Market Inefficiencies, and Special Situations; – Turtle Creek on Market Inefficiency, Passive Investing, and Gamification – Elevator pitches for SHC; DERM; DKNG; Quarter in progress: 651 fund letters of Q2 are live on […]
Must Watch Videos
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Palantir, Qualcomm, AMD, ARM earnings breakdown and stock analysis
YahooFinance
Palantir, Qualcomm, AMD, and ARM all reported earnings this past week. We break down the quarterly reports and the outlook for the stock. #youtube #Palantir #AI #AMD #ARM #tech 0:00 Palantir 30:34 Qualcomm 54:55 AMD 1:03:35 ARM About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life. - Get the latest news and data at finance.yahoo.com - Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO) - Follow Yahoo Finance on social: X: http://twitter.com/YahooFinance Instagram: https://www.instagram.com/yahoofinance/?hl=en TikTok: https://www.tiktok.com/@yahoofinance?lang=en Facebook: https://www.facebook.com/yahoofinance/ LinkedIn: https://www.linkedin.com/company/yahoo-finance
Can the movie industry be saved?
YahooFinance
Warner Bros. Discovery (WBD) reported earnings with the media giant's potential breakup in focus. The company's studio strength was offset by linear TV weakness, resulting in a quarterly loss. Paramount Skydance (PSKY), Comcast (CMCSA), and Netflix (NFLX) are among the parties reportedly interested in buying some or all of Warner Bros. Discovery's business segments. Yahoo Finance Senior Reporter Allie Canal outlines the key takeaways from the earnings release, and Bloomberg Intelligence senior media analyst Geetha Ranganathan examines what investors learned about the expected breakup. Trump has threatened movies made outside the US with a 100% tariff. Movie producer Chris Fenton joins Market Catalysts to discuss how Trump's efforts to reshore film production would be better accomplished through incentives for US-made films, rather than through tariffs. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts here: https://finance.yahoo.com/videos/series/market-catalysts/ #youtube #Movies #stocks 0:00 Warner Bros Discovery earnings, possible deal 07:18 The future of movie-making About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life. - Get the latest news and data at finance.yahoo.com - Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO) - Follow Yahoo Finance on social: X: http://twitter.com/YahooFinance Instagram: https://www.instagram.com/yahoofinance/?hl=en TikTok: https://www.tiktok.com/@yahoofinance?lang=en Facebook: https://www.facebook.com/yahoofinance/ LinkedIn: https://www.linkedin.com/company/yahoo-finance
Why the bull market could continue through 2026 (and why it could end)
YahooFinance
Could the bull market keep going into 2026 or is a market correction in the cards? We speak with Wall Street insiders about the outlook for markets into next year, opportunities, and risks. For more of the latest financial news, please visit: https://finance.yahoo.com/ #youtube #stocks #investing 0:00 Why the Bull market could run through 2026 07:56 End of Bull market? 14:42 Is the selloff a healthy correction? 19:15 Michael Bury bets against Palanrir and Nvidia 25:27 Market all-time highs 34:46 BlackRock's Rick Rieder on markets, Fed 45:44 Market optimism and fatigue 52:14 Labor marker risks, rate cut uncertainty 57:47 Market seasonality, winners 1:02:29 Economic weakness could lead to a pullback in stocks About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life. - Get the latest news and data at finance.yahoo.com - Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO) - Follow Yahoo Finance on social: X: http://twitter.com/YahooFinance Instagram: https://www.instagram.com/yahoofinance/?hl=en TikTok: https://www.tiktok.com/@yahoofinance?lang=en Facebook: https://www.facebook.com/yahoofinance/ LinkedIn: https://www.linkedin.com/company/yahoo-finance
Trump administration faces questions on credibility in multiple court cases
Reuters
Does the Trump administration have a credibility problem in the courts? Federal judges have expressed skepticism of government claims and called them untrue and not credible, while a jury acquitted a man who threw a sandwich at a Border Patrol officer. CNN's Abby Phillip discusses with her "Table for Five" panel: criminal defense attorney Arthur Aidala, assistant dean of Syracuse's Maxwell School Nayyera Haq, CNN contributor Cari Champion and vice president of Push Digital Group T.W. Arrighi. #CNN #News
AI's next market catalyst and bubble concerns
YahooFinance
Yahoo Finance examines the AI trade, bubble risks, opportunities for investors, options, and more. 0:00 Are we in an AI bubble? 06:26 AI trade playbook: Where investors should be positioned 15:07 Tech valuations too high? and option plays 21:45 Palantir valuations concerns 29:03 Is the AI wave built to last Nvdia, Microsoft, Meta #youtube #AI #stocks About Yahoo Finance: Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life. - Get the latest news and data at finance.yahoo.com - Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO) - Follow Yahoo Finance on social: X: http://twitter.com/YahooFinance Instagram: https://www.instagram.com/yahoofinance/?hl=en TikTok: https://www.tiktok.com/@yahoofinance?lang=en Facebook: https://www.facebook.com/yahoofinance/ LinkedIn: https://www.linkedin.com/company/yahoo-finance
For travelers, SNAP recipients and federal employees, the shutdown struggle is real
Reuters
The government shutdown is affecting travelers due to flight cancellations, as TSA workers and air traffic controllers are working without pay. CNN's Victor Blackwell speaks with TSA employee Aaron Barker, chair of the Standing Committee of the Georgia Black Republican Council Darryl Wilson and Democratic strategist Tharon Johnson. #CNN #News
Gov. Shapiro: 'JD Vance is a total phony'
Reuters
Pennsylvania Governor Josh Shapiro called Vice President JD Vance a "total phony" after Vance pushed back against a federal judge's order that the Trump administration must fully fund SNAP benefits for November, calling it an "absurd ruling." #CNN #News #Politics #SNAP
'Inflation is way down': Trump angrily dismisses affordability concerns
Reuters
Grocery prices have increased during Trump’s second term. Average US grocery prices in September were 1.4% higher than they were in January, the month he returned to office, and 2.7% higher than they were in September 2024 under former President Joe Biden, Consumer Price Index figures show. The 0.6% increase in average grocery prices from July 2025 to August 2025 was the biggest month-to-month jump in three years, and it was followed by a 0.3% increase from August to September. #CNN #News
OpenAI execs reject idea of federal support, say revenue will fund $1.4 trillion compute bill
CNBC
CNBC’s MacKenzie Sigalos reports on investor concern that OpenAI may not be able to fund its massive AI buildout after executives floated — then disavowed — the idea of U.S. government support.
Warren Buffett's warning about AI deepfake videos of him, and why gold prices may have peaked
YahooFinance
Market Domination anchor Josh Lipton breaks down the latest market news for November 7, 2025. Warren Buffett, the chairperson and CEO of Berkshire Hathaway, has issued a warning about the content in AI-generated videos featuring him. Gold is on track to have its best year since 1979, but could the price have peaked? Senior reporter Ines Ferre reports on a note released on Thursday by analysts at Macquarie Group, who think that gold may have reached its peak. About Yahoo Finance: #youtube #stocks #WarrenBuffett #gold Editor's note: The video above contains an excerpt from an AI-generated clip Berkshire Hathaway highlighted in its release. Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life. - Get the latest news and data at finance.yahoo.com - Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO) - Follow Yahoo Finance on social: X: http://twitter.com/YahooFinance Instagram: https://www.instagram.com/yahoofinance/?hl=en TikTok: https://www.tiktok.com/@yahoofinance?lang=en Facebook: https://www.facebook.com/yahoofinance/ LinkedIn: https://www.linkedin.com/company/yahoo-finance
OpenAI execs reject idea of federal support, say revenue will fund $1.4T compute bill
CNBC
CNBC’s MacKenzie Sigalos reports on investor concern that OpenAI may not be able to fund its massive AI buildout after executives floated — then disavowed — the idea of U.S. government support. The company now says future revenue in the hundreds of billions will cover its $1.4 trillion in chip and compute deals, with major vendors like Oracle, Broadcom, and AMD at risk if it can’t deliver.
Flights cut at dozens of major US airports
Reuters
A 4% reduction in domestic flights is in effect following an order from the Federal Aviation Administration. It currently affects 40 airports in major US cities, but further cuts are planned in coming days, due to staffing issues caused by the government shutdown. #CNN #News
