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What We’re Reading (Week Ending 09 November 2025) : The Good Investors %
The Good Investors· 2025-11-09 09:00
The best articles we’ve read in recent times on a wide range of topics, including investing, business, and the world in general.We’ve constantly been sharing a list of our recent reads in our weekly emails for The Good Investors.Do subscribe for our weekly updates through the orange box in the blog (it’s on the side if you’re using a computer, and all the way at the bottom if you’re using mobile) – it’s free!But since our readership-audience for The Good Investors is wider than our subscriber base, we think ...
Prediction: Eli Lilly Will Be Worth More Than Berkshire Hathaway by 2030
The Motley Fool· 2025-11-08 18:10
礼来公司市场地位与增长前景 - 公司当前市值为8740亿美元 有望在未来五年内成为首家市值突破万亿美元的制药公司 [2][6] - 公司在体重管理药物领域处于领先地位 其产品Zepbound(tirzepatide)正推动销售额快速增长 [3] - 公司毛利率高达83.03% 但股息收益率仅为0.01% [6] 礼来公司产品管线与催化剂 - 口服GLP-1药物orforglipron有望获得监管批准 为不喜欢注射的患者提供新选择 [4] - 在研药物retatrutide模拟三种肠道激素的作用 其二期临床试验效果显著 若三期试验成功可能提振股价 [6] 伯克希尔·哈撒韦公司现状 - 公司当前市值约为1.076万亿美元 是万亿美元市值俱乐部成员 [2][9] - 公司投资组合总价值2572亿美元 其中超过五分之一投资于苹果公司 [9] 伯克希尔·哈撒韦公司面临的挑战 - 沃伦·巴菲特将于今年年底卸任CEO 公司长期未来存在不确定性 新领导层需要时间证明自己 [7] - 最大持仓苹果公司面临高关税压力 且在人工智能市场落后于同行 可能影响其未来几年表现 [9]
SEC Chair Paul Atkins unveils ambitious agenda, plans to expand access to private markets
Youtube· 2025-11-08 10:01
So, the SEC chairman has challenges and must deal with, let's face it, so many competing interests. All of course trying to sway decisions and policy. But for me, I think the number one job is to protect the integrity of investing for all parties, but even more so for Main Street than the Titans of Wall Street.And on that score, the retail investor has become so much more of a greater trading force in this market. Even though many still say it's not a level playing field, I got to admit, I was very disappoi ...
'Fast Money' traders share their stock 'shopping lists'
Youtube· 2025-11-08 07:34
Well, the broad market pullback this week got us wondering if the traders were finding any opportunities to buy the weakness. So, we tasked each of them to put together a shopping list of names that are worth a look. So, we start off with Steve.What are you looking at. >> So, I had been long Boeing years and years ago. I rebought it yesterday right before it sold off.So terrible timing with the market, but the the no criminal charges, the DOJ throwing out the no criminal no criminal charges, I thought was a ...
Markets will drift upwards through year-end, says 3Fourteen's Warren Pies
Youtube· 2025-11-08 05:21
Warren, what a difference uh few hours makes. Uh price action is really interesting. Maybe the market's just trying to sus out any kind of talking between the two sides is good news down in DC and maybe we'll get a resolution to the shutdown.So, let's go positive and see what happens over the weekend. >> Yeah, I mean I think that it's a reverse of the usually you don't want to if there's potential for bad news over the weekend, you don't want to be long. I think the potential is for good news over this week ...
Franklin Resources(BEN) - 2025 Q4 - Earnings Call Transcript
2025-11-08 01:00
Franklin Resources (NYSE:BEN) Q4 2025 Earnings Call November 07, 2025 11:00 AM ET Speaker1Welcome to Franklin Resources' earnings conference call for the quarter and fiscal year ended September 30, 2025. Hello, my name is Sachi, and I will be your call operator today. As a reminder, this conference is being recorded, and at this time, all participants are in a listen-only mode. I would now like to turn the conference over to your host, Selene Oh, Head of Investor Relations for Franklin Resources. You may be ...
Jim Cramer Is Surprised By Amazon.com (AMZN) Owning NVIDIA GPUs
Yahoo Finance· 2025-11-08 00:12
We recently published 10 Stocks Jim Cramer Discussed Including His Palantir Deep Dive. Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks Jim Cramer recently discussed. Cramer has frequently discussed Amazon.com, Inc. (NASDAQ:AMZN) before and after its latest earnings report. Ahead of the earnings, he wondered whether the firm’s decision to focus on in-house Trainium AI chips was keeping its shares down. After the earnings, the firm surprised investors and the media through a $38 billion deal for its clo ...
Domino’s (DPZ) Is “The One You Wanna Own,” Says Jim Cramer
Yahoo Finance· 2025-11-08 00:10
We recently published 10 Stocks Jim Cramer Discussed Including His Palantir Deep Dive. Domino’s Pizza, Inc. (NASDAQ:DPZ) is one of the stocks Jim Cramer recently discussed. Domino’s Pizza, Inc. (NASDAQ:DPZ) has become one of Cramer’s favorite stocks in the restaurant space. The CNBC TV host believes that budget-conscious Americans are scouring the sector for value by seeking meals that are affordable. In this context, he has praised Domino’s Pizza, Inc. (NASDAQ:DPZ) several times. Cramer believes that the ...
Clorox (CLX) Is “Down So Low,” It’s Looking Up To Me, Says Jim Cramer
Yahoo Finance· 2025-11-08 00:10
We recently published 10 Stocks Jim Cramer Discussed Including His Palantir Deep Dive. The Clorox Company (NYSE:CLX) is one of the stocks Jim Cramer recently discussed. The Clorox Company (NYSE:CLX)’s fiscal first-quarter earnings were anything but stellar as the firm reported a 19% revenue drop to $1.43 billion. The decline, which beat analyst estimates of $1.39 billion, was attributed to an enterprise resource planning (ERP) software change. Ahead of the earnings, Cramer pointed out that The Clorox Comp ...
Avino Silver & Gold Mines .(ASM) - 2025 Q3 - Earnings Call Presentation
2025-11-08 00:00
A Clear Path to Transformational Growth Q3 2025 FINANCIAL RESULTS CONFERENCE CALL & WEBCAST NOVEMBER 7, 2025 A CLEAR PATH TO TRANSFORMATIONAL GROWTH The Avino Mine Property A Clear Path to Transformational Growth 2 CAUTIONARY DISCLAIMER: FORWARD-LOOKING STATEMENTS This presentation contains "forward-looking information" and "forward-looking statements" (together, the "forward looking statements") within the meaning of applicable securities laws and the United States Private Securities Litigation Reform Act ...