We Just Had An Epiphany
Tag: ValueInvesting
🌊 The $2 Trillion ETF Tsunami: How to Invest When the Market Looks Expensive 🛡️
ETFs have transformed investing.
They're cheaper.
Smarter.
More diversified.
But one question remains:
Can the world's greatest investment vehicle still produce disappointing returns if the assets inside it are expensive?
With Goldman Sachs forecasting more than $2 trillion of ETF inflows while the S&P 500 trades at roughly twice its historical average valuation, disciplined portfolio construction has rarely mattered more.
📹 Zoom (ZM): Wall Street Still Thinks It's a Video Company. What If It's Becoming an AI Platform? 🤖
Wall Street still sees Zoom as a pandemic-era video conferencing company.
We think that narrative is becoming outdated.
With a fortress balance sheet, nearly $1.7 billion in annual free cash flow, AI Companion, Zoom Phone, Contact Center and Workvivo, Zoom may quietly be evolving into a broader enterprise communications platform.
🧬 Moderna (NASDAQ: MRNA) Stock Analysis: Why We Still Believe This mRNA Pioneer Is Undervalued
Moderna has already doubled from its 2025 lows, yet we believe the story is still in its early chapters. Science Day confirmed that Moderna is becoming far more than a vaccine company—it's building one of biotechnology's most ambitious programmable medicine platforms.
Target: Can the New CEO Finally Attract Bull’s Eye?
Target stock has lost 2/3 of its value since 2021. With a new CEO, strong dividends, and institutional support, is this retailer ready to bounce back?