Amazon, Microsoft, Meta, ServiceNow, UnitedHealth, Mastercard, MercadoLibre and Netflix offer the most quality for the price paid. As Warren Buffett put it, price is what you pay and value is what you get. x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com 

AI, networks and power give these 12 stocks some of the decade's biggest tailwinds. Micron is one of three big HBM makers; Samsara connects fleets; IonQ builds quantum computers; Ciena supplies optics; GE Vernova and Eaton serve power demand; Dell ships AI servers. Netflix, the largest paid streamer, adds ads; Coupang, Korea's largest e-commerce platform, delivers same-day; Airbnb, the largest short-term rental marketplace, adds services; Arm enters data centers; CrowdStrike secures enterprises. … Show more

ServiceNow's growth looks likely to keep slowing, yet it trades at 50x 2027 GAAP EPS versus 20-25x for Microsoft, Google and Amazon growing as fast or faster. Subscription revenue grew about 21%, but the customer base is flat, so growth relies on upselling modules. Operating margin dipped and stock-based pay rose. Customers are mixed on its AI products and delay over price. Big SaaS firms near 20% growth often slide faster than expected, and its long-term targets look hard to reach. x.com  x.com 

Nvidia, Alphabet, Visa, Amazon, Adobe, Mastercard, Microsoft, Nu, Meta and Netflix are elite earnings compounders worth owning for the next decade. As Peter Lynch said, over the long term there is a 100% correlation between a company's earnings and its stock price. x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com 

Quality and price favor these eight stocks. Amazon improves as its multiple falls; Uber generates serious cash flow; Netflix is more profitable at a lower multiple; ServiceNow grew amid multiple compression. SoFi's appeal hinges on earnings near management's long-term expectations. McDonald's ranks among the world's highest-quality businesses at one of its more reasonable valuations in years. AI disruption weighs on Adobe's valuation; Brookfield compounds assets at a comfortable long-term price. … Show more

Amazon, Alphabet, Microsoft and Meta are not getting cheap; their multiples are sliding because separate monopolies are turning into one competitive market. They now spend enormous sums to sell the same AI to the same customers, funded largely by cyclical ads, on unproven returns. Microsoft faces AI eating per-seat licensing, Amazon fights in both retail and cloud, Alphabet's search premium is gone, and Meta keeps going all in for less. Markets can't price not knowing what a business will be. … Show more

Cash generation and market values have diverged for these twelve beaten-down stocks. Over the long term, valuations tend to follow the cash businesses produce; the charts compare quarterly free cash flow with market capitalization for Uber, Netflix, Intuit, Adobe, PayPal, McDonald's, Snap, Duolingo, Chewy, Pinterest, Reddit and e.l.f. Beauty. x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com  x.com 

Over time, stocks track cash flows, and Microsoft, Netflix, Mastercard, ServiceNow, Meta Platforms and MercadoLibre are six quality companies whose shares have historically done exactly that, until now. x.com  x.com  x.com  x.com  x.com  x.com 

Nvidia is the cheapest Magnificent Seven stock on a five-year PEG ratio at 0.72, below the 1.0 fair-value mark, while Microsoft at 1.33, Amazon at 1.81, Alphabet at 2.34, Apple at 2.43 and Tesla at 5.87 are expensive for their growth. That valuation dispersion is massive, and the market is mispricing some of them. x.com  x.com 

Netflix, Microsoft, AppLovin, Broadcom, Deckers, Adobe and The Trade Desk look disconnected from their earnings growth, which Bill Ackman says share prices ultimately follow. Over the past year Netflix earnings rose 35% while the stock fell 44%; Microsoft earnings rose 29.8%, stock down 22.8%; AppLovin 110% vs. up 15%; Broadcom 125% vs. up 28%; Deckers 11% vs. up 1%; Adobe 11.8% vs. down 35%; The Trade Desk 9% vs. down 76%. x.com  x.com  x.com  x.com  x.com  x.com  x.com