ARTICLES

Berkshire’s Quiet Pivot: $4.5 Billion Buyback Breaks a 14-Quarter Freeze

Berkshire Hathaway just gave long-term investors the clearest signal yet that its capital-allocation drought is over. In its first full ...
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Otis’s Overlooked Elevator Moat Is Quietly Getting Cheaper

Otis Worldwide's stock is down roughly 15% year-to-date, but the business generating over 90% of its profits — servicing the ...
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AMD’s 107% Data Center Surge Is Quietly Compounding a Chip Moat

Advanced Micro Devices delivered its strongest quarter on record in Q2 2026, reporting revenue of $11.54 billion — a 50% ...
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Amazon’s $496 Billion Backlog Is Quietly Locking In a Compounding Decade

When investors look at Amazon's Q2 2026 earnings, most fixate on the headline risk: $220 billion in capital expenditures committed ...
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Eli Lilly’s $23 Billion Quarter Quietly Reveals a Compounding Pharmaceutical Moat

When a $550 billion pharmaceutical company grows revenue 48% in a single quarter, it deserves more than a passing glance ...
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