Berkshire Hathaway and Warren Buffett, as 10% owners of Lennar, bought $193M of the stock across 15 purchases on Oct 1 and Oct 2, at an average of $79.65. Lennar closed at $77.4 on Oct 6, up 4% on the …
Hi all, looking for some advice on whether I should sell my Service Now shares. Stock has kind of stagnated the past months and debating on locking in gains to throw a down payment on a real estate. I’m 24 …
I am trying to build a process, when I should sell a profitable stock. Do you have made your own framework around that? For now I am thinking to based that on targets and %. Does that sounds right? e.g. …
considering the chinese export restrictions onjit???
# How This Active Value ETF Rode to the Top By [Lewis Braham](https://www.barrons.com/authors/lewis-braham?mod=article_byline) Follow Oct 07, 2026 2:00 am EDT Actively managed exchange-traded funds may not be that active after all. Many of the roughly 3,000 actively managed ETFs now …
I recently did a dcf analysis on KPN (AMS:KPN). They traded at **3.97** Eur on October 5th. My base estimate was **4,57** Eur per share, with a range of 3.44 to 5.51 Eur per share bear and bull case. My …
Curious how you guys actually evaluate the collective valuation of your portfolio in your spreadsheets or tools. I've been working on my portfolio valuation engine lately, and kept running into a massive distortion whenever people try to calculate an aggregate …
|\#|Company|Ticker|FCF/Sales|2026 YTD|5Yr Rtn|Reg Div|Cap| |:-|:-|:-|:-|:-|:-|:-|:-| |1|LandBridge Company LLC|LB|68.98%|\+71.8%|N/A|0.55%|$6.45B| |2|Innodata Inc.|INOD|57.97%|\+37.5%|\+635.3%|0.00%|$2.44B| |3|Scorpio Tankers Inc.|STNG|57.05%|\+72.6%|\+424.0%|2.05%|$4.58B| |4|Aurinia Pharmaceuticals Inc.|AUPH|56.20%|\-0.8%|\-28.5%|0.00%|$2.11B| |5|Hess Midstream LP|HESM|51.90%|\+16.4%|\+97.2%|8.18%|$4.85B| |6|Kanzhun Limited|BZ|51.82%|\-24.5%|\-56.5%|4.57%|$2.09B| |7|Dave Inc.|DAVE|50.73%|\+56.5%|\+9.3%|0.00%|$4.74B| |8|Doximity, Inc.|DOCS|46.72%|\-36.9%|\-65.4%|0.00%|$5.34B| |9|Protagonist Therapeutics, Inc.|PTGX|46.31%|\+60.4%|\+690.4%|0.00%|$9.95B| |10|Ligand Pharmaceuticals Incorporated|LGND|45.24%|\+60.2%|\+248.6%|0.00%|$6.62B| U.S. mid-cap free-cash-flow screen · Market values from $2B …
At first glance, Roblox looks awful. $32B market cap, $4B in losses in the past 4 years, $129M equity, $9.6B liabilities. Yet in the same 4 year time period, FCF has grown from -$58M in 2022 to $1.3B in 2025. …
**TL;DR:** The Feb 3, 2026 10-K puts Walmart, including Sam’s Club, at about 14% of 2025 consolidated net revenue (\~$13bn of $93.9bn, not disclosed). Sales are company-wide, but the filing says losing this customer would hit PFNA and PBNA. Thursday’s …