Financials

PayPal's Branded Checkout Is Bleeding Market Share While Management Blames 'Macro' (Archive)

PayPal’s branded checkout is losing share while AI commerce upside remains early and uncertain.

Ares Capital's High Yield Looks Safe But The Stock May Still Underperform In 2026 (Archive)

High yield looks durable, but valuation and margins flag likely 2026 underperformance.

Coinbase: Sell As The Fundamentals And Charts Both Roll Over (Archive)

Coinbase faces mounting revenue, margin and technical headwinds that threaten sustained underperformance.

Ares Capital: Risks You Should Not Ignore Before The Q3 Release (Archive)

Rate cuts, portfolio stresses, and rich valuation threaten Ares Capital’s future returns.

Coinbase: Get In Now To Ride The Megatrend Of Stablecoin Adoption (Archive)

Riding powerful stablecoin and derivatives megatrends with scalable, margin-rich Coinbase economics.

Berkshire Hathaway Today Won't Make You Rich, But It Will Keep You Rich (Archive)

Berkshire’s cash-rich conservatism protects wealth but limits upside versus the S&P500.

Ares Capital: Overvalued Vs. Other BDCs (Archive)

ARCC’s rich valuation and bearish technicals point to underperformance versus the S&P 500.