SummaryWe believe the recent banking crisis largely had nothing to do with SCHW, given its position as a brokerage company with value-added banking services.Even in the highly unlikely 'bank run' scenario, the company had excellent liquidity of $93.98B in FY2022, now significantly aided by another $300B from the Fed.Combined with its growing client assets, expanding profitability, and excellent forward guidance, the SCHW stock is likely to outperform ahead.wildpixel/iStock via Getty ImagesBuy The Panic-Driven DiscountWe believe The Charles Schwab Corporation (NYSE:SCHW$Charles Schwab(SCHW)$ ) has been overly sold at these levels, negatively impacted by the banking crisis over the past two weeks. Particularly, we think the pessimism is unwarranted

OverviewThis post serves as an update to mycoveragein September.I still think iQIYI, Inc. (NASDAQ:IQ$iQiyi Inc.(IQ)$ ) is underappreciated. I anticipate increased transparency on IQ's delivery of positive OPM as management shifts its focus to profitabilityand efficiency by optimizing content costs and OPEX and adjusting its content investment-centric revenue growth strategies. However, I continue to be wary of IQ's subscription revenue growth, as the positive impact of an improving average revenue per member in a relatively stable pricing environment is offset by slow subscription growth. The continued time-spent share loss to SFV (short-form videos) platforms, tightened regulations, and COVID's resurgence all have the potential to further delay the advertising industry's ability to recove

In this article, we discuss Reddit’s 10 meme stocks ranked from best to worst according to hedge funds. If you want to see more stocks in this selection, check out Reddit’s 5 Meme Stocks Ranked From Best to Worst According to Hedge Funds.A meme stock is a term used to describe company stocks that have gained widespread popularity through social media platforms due to an increase in social sentiment. This social sentiment is usually due to the increased discussion and analysis around a particular stock by online communities who devote significant resources and research to the stock. Meme stocks are often heavily discussed on platforms such as Reddit, Twitter, and Facebook.Retail investors are pouring unprecedented amounts of money into US stocks, which could potentially give them

SummaryIn this article, I'm trying to prove that Kaspi stock has much more growth potential compared to Alibaba. A comparison I assume you've never seen before.What Alibaba failed to do - create a full ecosystem with financial solutions inside - Kaspi succeeded in doing. Kaspi's ecosystem yields better growth and margins.Kaspi occupies >41% of its market, and that share, if you look at the numbers, is only continuing to grow (unlike Alibaba's share in China).Alibaba's projected EPS growth is a CAGR of ~8.1% from 2023 to 2025. Kaspi's EPS grew 76.7% YoY in U.S. dollars. Both stocks have nearly the same P/Es.I don't recommend trying to catch another falling knife in BABA. Better buy what grows higher, costs about the same in terms of valuation, and has fewer geopolitical risks.Jack M

Marathon Digital Holdings (NASDAQ:MARA$Marathon Digital Holdings Inc(MARA)$ ) Full Year 2022 ResultsKey Financial ResultsRevenue: US$117.8m (down 26% from FY 2021).Net loss: US$686.7m (loss widened by US$649.6m from FY 2021).US$6.05 loss per share (further deteriorated from US$0.37 loss in FY 2021).earnings-and-revenue-growth All figures shown in the chart above are for the trailing 12 month (TTM) periodRevenue missed analyst estimates by 5.0%. Earnings per share (EPS) also missed analyst estimates by 126%.Looking ahead, revenue is forecast to grow 47% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in the US.

For nearly 30 years, we’ve experienced the rise of living standards across the globe, as cross-border trade and trading agreements were shown to be more effective than war in achieving national interests at that time. However, that era is coming to an end. The current relatively high prices for commodities along with the ongoing supply disruptions show the need for the development of more protectionist trade policies that encourage the shortening of supply chains in order to decrease the exposure to non-allied third parties, which don’t share the same values, view the world differently, and could pose a major threat in the foreseeable future. As we enter this new reality, which is in the midst of a bifurcation of the global system, we as investors should start preparing our portfolios

Microsoft Corporation (NASDAQ:MSFT) needs no general introduction. The company has grown into a powerhouse over the years and is now one of the most valuable companies in the world with a market capof $1.92 trillion.Over the past decade, shares of MSFT have rallied 760%, but have fallen out of favor in 2022 as the technology trade has lost its steam from the COVID-19 pandemic. On the year, shares of MSFT are down 22% and they are down 26% from all-time highs they reached in December 2021.The shift to more of a work from home environment becoming the norm for many corporations along with the push for cloud has increased not only the need but the value of Microsoft to new highs.However, with the pandemic now firmly in the rearview mirror as more and more Americans shift to it being part of l

Following a better-than-expected quarter,The Walt Disney Company(NYSE:DIS) still faces the fundamental issues facing the streaming business. In fact, Dan Loeb of the Third Point hedge fund wants the company to exit parts of the streaming business. Myinvestment thesis remains Neutral on the business, especially after the rally along with animal spirits in the stock market.Painful ShiftWhile the market once rewarded the stock with a nearly $200 stock price, people have finally caught up to the direct-to-consumer plan as not necessarily beneficial to Disney. Previously, the media giant collected monthly fees from cable services and sold millions of tickets for movies without all of the costs of a DTC service.The DTC video streaming services have become a disaster because consumers spend

While I don't believe that AMC Entertainment (NYSE:AMC$AMC Entertainment(AMC)$ ) is inimminent danger of restructuring, it does appear to be in somewhat worse shape thanI previously thought.I mentioned before that I believed that AMC washeaded for either restructuring or massive dilution of its stock. AMC is taking the path of massive dilution, but due to the fall in the price of AMC Preferred Equity Units (APE), it may not be able to raise enough money through issuing shares/units to avoid an eventual restructuring in the end.I've modeled a scenario below where AMC's revenues increase significantly (approximately 25%) in 2023 compared to 2022. This is towards the high end of AMC's estimates for growth in 2023 and is significantly higher than theforecast from Gower Street Analytics.This sc