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Recent Articles
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Booking Holdings Looks to Robust Growth in Fourth Quarter
Oct 29, 2025
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Image Source: Booking Holdings.
Looking to the fourth quarter of 2025, Booking Holdings expects revenue growth in the range of 10%-12% (5%-7% in constant currency), with room nights growth of 4%-6% and gross bookings growth of 11%-13%. Constant currency gross bookings growth is targeted in the range of 6%-8%. Adjusted EBITDA is expected in the range of $2.0-$2.1 billion, reflecting 8%-14% growth. Looking to all of full year 2025, revenue growth is expected to be about 12% (9% in constant currency), with adjusted EBITDA growth of about 17%-18%. We continue to like Booking Holdings as an idea in the newsletter portfolios.
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Visa Expects Low Double Digit Earnings Growth for Fiscal 2026
Oct 29, 2025
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Image Source: Visa.
For the 12 months ended September 30, Visa hauled in $23.1 billion in cash flow from operations and spent $1.5 billion in property, equipment, and technology, resulting in free cash flow of $21.6 billion, or 53.9% of total revenue. Visa ended the year with cash and cash equivalents and investment securities of $19 billion and total debt of $25.2 billion. The company returned $6.1 billion in share buybacks and dividends in the quarter, and the board of directors increased its quarterly cash dividend 14%, to $0.67 per share. For full year fiscal 2026, management expects low-double-digit growth in net revenue, operating expense, and diluted earnings per share. We continue to like Visa as an idea in the Best Ideas Newsletter portfolio.
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UnitedHealth Group Raises Full Year 2025 Earnings Outlook
Oct 28, 2025
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Image Source: TradingView.
UnitedHealth Group continues to work through an elevated cost environment: “The year-over-year increase (in the medical care ratio) of 470 basis points was primarily driven by the previously described significantly elevated cost trends, as well as the ongoing effects of the Biden-era Medicare funding reductions and changes to the Part D program from the Inflation Reduction Act.” Looking to 2025, UnitedHealth Group raised its adjusted earnings guidance to at least $16.25 per share. We continue to include UnitedHealth in the newsletter portfolios.
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What Is Gold Really Worth?
Oct 28, 2025
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Image: Gold prices have surged since 2020, and they recently hit an all-time high.
What is the yellow metal really worth? Let's discuss the greater fool characteristics of the price of gold.
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