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Global Weekly Picks
Match Group Stock: Dating Apps in the Age of Fatigue, AI, and Accountability
Match Group (NASDAQ: MTCH) owns some of the most recognizable brands in online dating, including Tinder, Hinge, and OkCupid. For years, growth was driven by a simple formula: more smartphones, more users, more subscriptions.Read more
American Airlines Group will achieve 4% revenue growth with a future P/E of 15x
While some narratives suggest the stock is overvalued based on current conditions, the 5-year outlook (2030) projects a significant rerating: Forward Metrics : A projected 2030 EPS of $4.14 at a 15x PE ratio yields a potential share price of $92.26. Fair Value Discount : Even when discounted to 2025 at a 4% rate, the calculated fair value is $75.83 , suggesting the current market price (approx.Read more
Why PayPal’s Growth Story Isn’t Over
As PayPal (PYPL) solidifies its position in the digital payments landscape, it presents a promising opportunity driven by transaction growth, profitability, and an attractive valuation. This analysis delves into how each of these areas contributes to PayPal’s robust potential as an investment.Read more
General Motors Stock: Managing the Most Expensive Transition in Auto History
General Motors (NYSE: GM) is navigating one of the most complex transformations in its century-long history. The company is simultaneously defending a profitable internal combustion engine (ICE) business while investing tens of billions into an electric future that is still uneven, capital-intensive, and politically charged.Read more
Bullish case for Lululemon Athletica (LULU)
Lululemon (LULU) appears to be undervalued based on current analysis. The stock is trading around $281.35, with analysts predicting a consensus price target of $354.94, indicating about a 26% upside potential.Read more
SoFi’s Growth Engine Powers Ahead
SoFi Technologies (SOFI) continues to ride the waves in the financial world, propelled by robust membership growth, product adoption, and diversification across its ecosystem. In Q3 2024, the company declared a massive stock price increase over the past month, propelled by investors’ strong confidence in the company’s performance and general potential for further growth.Read more
MGM Resorts Stock: Turning Entertainment Into a Recurring Revenue Machine
MGM Resorts International (NYSE: MGM) sits at the crossroads of physical entertainment and digital gaming. Long known for its iconic Las Vegas properties, MGM has steadily reshaped its business into something broader: a global hospitality, entertainment, and betting platform designed to monetize experiences both on-property and online.Read more
Investment Thesis: Costco Wholesale (COST)
1. Executive Summary Costco Wholesale represents one of the highest-quality businesses in the public markets, characterized by a Wide Economic Moat , best-in-class leadership, and a recurring revenue model that offers unusual stability.Read more
The "Sleeping Giant" Stumbles, Then Wakes Up
December 28, 2025 For precisely 48 hours in mid-December 2025, it looked like the "Alex Chriss Turnaround" at PayPal was about to shift into overdrive. On December 15, the payments giant finally pulled the trigger on a strategy investors had whispered about for years: it filed to become a bank.Read more
