Valuentum Exclusive Analysis for the Discerning Investor

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Recent articles

ASML Cannot Confirm Growth in 2026 at This Stage Jul 16, 2025: Image: ASML's shares fell under pressure following uncertainty regarding expected 2026 performance.

ASML’s second quarter results were solid, and we liked its sequential bookings growth in the quarter. The company’s revenue and gross margin guidance for the third quarter was also good, but margins look to face some pressure on a sequential basis. During the quarter, ASML repurchased around €1.4 billion worth of shares. Though we thought performance by the firm was great in the quarter, management’s commentary that it could not confirm growth in 2026 at this stage left something to be desired. We continue to be positive on ASML’s shares, nonetheless.

Key Comments from the Banks This Earnings Season Jul 16, 2025: Image: The big banks have done well recently.

Let's read through key comments from banking executives this earnings season.

Fastenal’s Second Quarter Results a Positive Read Through for the Broader Economy Jul 16, 2025: Image Source: TradingView.

Fastenal’s “manufacturing end markets outperformed primarily due to the relative strength (it is) experiencing with key account customers with significant managed spend where (its) service model and technology are particularly impactful. This disproportionately benefits manufacturing customers. The non-residential construction end market experienced growth for the first time in ten consecutive quarters. Other end market sales were favorably impacted by growth with warehousing and storage, and data center customers, which were partially offset by declining sales with resellers.” We liked Fastenal’s results, and the report is a positive read through to the broader U.S. economy.

Valuentum's Best Ideas Newsletter Portfolio Jul 13, 2025: We disclose the holdings of the portfolio of the Best Ideas Newsletter in this article. This portfolio can always be found in each edition of the monthly Best Ideas Newsletter.