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Recent Articles
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Brief Note: Just How Good Has Our Stock Selection Been?
Dec 14, 2023
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Has anyone really done better than this? We hope you have benefited greatly!
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Latest Report Updates
Dec 13, 2023
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Check out the latest report refreshes on the website.
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Best Ideas Booking Holdings, Chipotle Hit All-Time Highs!
Dec 12, 2023
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Image: Booking Holdings and Chipotle hit brand new all-time highs!
Two of our favorite investment idea considerations held within the simulated Best Ideas Newsletter portfolio, Booking Holdings and Chipotle, have just hit all-time highs. Our fair value estimate of Booking Holdings stands north of $3,600, and we still expect more upside potential in shares. As it relates to Chipotle, we're huge fans of its long-term restaurant growth potential, and we see upside potential on the basis of the high end of our fair value estimate range. We continue to reiterate our positive stance on both ideas.
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Oracle’s “Business Is Good and Getting Better”
Dec 11, 2023
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Image Source: Peter Kaminski.
On December 11, Oracle reported mixed second-quarter results for its fiscal 2024 that showed total revenue advancing 5% on a year-over-year basis (4% in constant currency), slightly lower than expectations, and non-GAAP earnings per share of $1.34 that came in slightly ahead of what the market was looking for. The company’s non-GAAP operating margin of 43% in the quarter helped to drive non-GAAP net income 14% higher than the same period a year ago (11% in constant currency). We’re not letting the slight miss on the top line sway us from our constructive stance on shares. Our fair value estimate stands at $108 per share, about in-line with where shares are currently trading.
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