When Berkshire Hathaway starts putting more of its US$350b equity firepower to work, investors tend to pay attention. Fresh Q2 portfolio moves around Alphabet and other mega-cap U.S. technology growth stocks have put a spotlight on a small group of giants that are directly exposed to this shift. This article walks through three such stocks…
Shopify Stock And 2 Cloud Software Picks Retail Investors Are Watching Read Post »
Shopify stock has delivered a very strong 170.8% return over the past three years, yet both the Discounted Cash Flow (DCF) intrinsic value estimate and market multiples currently point to the shares trading at a premium rather than on sale
Shopify (SHOP) Stock Could Be 30% Overvalued Following Strong Q2 AI Growth Read Post »
College mergers are speeding up as weaker universities strain under falling enrollments, steep tuition discounts, and rising costs, while a smaller pool of students pressures the old campus model. That disruption creates room for platforms that help institutions cut costs, reach global learners, or pivot online. This article unpacks the story behind these shifts and…
Coursera Stock And 2 EdTech Names Linked To College Merger Pressure Read Post »
Shares of online learning platform CourseraCOURfell 18% in the afternoon session after second-quarter 2026 earnings report presented a mixed financial picture that left investors concerned about its underlying health. The company surpassed Wall Street’s expectations on revenue and earnings, with sales growing nearly 60% year-over-year to $298.6 million. Coursera also significantly raised its revenue forecast…
Why Coursera (COUR) Stock Is Down Today Read Post »
Coursera stock has had a difficult run over the past few years, yet current valuation checks suggest it may now sit in territory that screens as cheap on some measures rather than clearly overvalued. For investors, the tension is between a long stretch of weak share price performance and a market multiple that points to…
Coursera (COUR) Stock Looks Cheap On Fair Value While Returns Stay Weak Read Post »
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Coursera (COUR) Stock Looks Fairly Valued After An 86% Fall Read Post »
Shopify (SHOP) is back in focus after DoorDash announced a direct integration that lets US brick and mortar Shopify retailers plug into its delivery marketplace through a native sales channel and simplified onboarding
Shopify (SHOP) Links With DoorDash, Is The Stock Still Below Fair Value? Read Post »
SHOP Stock Gains Overnight: Jefferies Joins Wall Street Bulls, Sees 31% Upside Potential For Shopify Key points:
