GuruFocus

July 6, 2026 (Maple Hill Syndicate) The stock market roared ahead 15% in the second quarter, but some stocks missed the party.How about some cake and punch for Devon Energy Corp. (NYSE:DVN)? It fell...

Tractor Supply (NASDAQ:TSCO) disappointed investors in Q1 2026 and now investors are wondering if its growth has permanently slowed down. This store reported 0.5% same-store sales growth for the...

The burger is replaceable. The royalty stream can be more durable, but only if the franchisee economics work. That is the cleanest way to understand Happy Belly Food Group (HBFGF), because this is...

IntroductionOver the past 6 months, RDDT has declined by more than 25% amid fears of AI disruption in the software sector. While I am normally more cautious about fast-growing companies at high...

In my framework, the entire economic effect of artificial intelligence is strictly divided into two types of monetization.Type 1 is when AI does existing things faster, cheaper, and more accurately....

Costco Wholesale Corporation (NASDAQ:COST) has once again crossed the psychologically significant $1,000 mark, prompting a fresh round of debate among investors: is this beloved compounder a buy at...

A New Way to Explore U.S. Market Data on GuruFocusTo help investors better understand market conditions, GuruFocus has created a new page filled with organized U.S. market data. The U.S. Market...

June 15, 2026 (Maple Hill Syndicate) Oil and gasoline prices will drop like a rock, President Trump has said.When? As soon as the war is over. How far? To where they were before. I disagree, for...

Goodyear’s first quarter of 2026 was poor by any measure. Revenue fell 8.7% to $3.9 billion, tire unit volume dropped 11.6%, and total segment operating income, the company’s preferred...

PepsiCo Inc. (NASDAQ:PEP) is traditionally considered a defensive stock. Given its global scale, healthy cash flow generation and good dividend yield, it’s not difficult to understand why....

Most investors are asking whether OptimizeRx (NASDAQ:OPRX) is cheap. That is the wrong question. Cheap only matters when you trust the numbers, understand the normalized earnings power and believe...

Investors now have lower expectations for Sprouts Farmers Markets (NASDAQ:SFM), but they might have reduced their expectations too much. It now looks like Sprouts will report much weaker results in...

The artificial intelligence buildout has created a new category of winners in enterprise software. One of the beneficiaries has been observability, the category of tools that tells companies what is...

IntroductionA business that has never posted a year of revenue decline in four decades of operation, that grew operating income by more than 36% in its most recent quarter, and that is actively...

Visa (NYSE:V) has spent the better part of five years underperforming the market despite delivering consistent revenue growth, expanding margins, and one of the most capital-efficient business models...

IntroductionEnerpac has roughly doubled its operating earnings since 2021, while revenue grew only modestly. That distinction matters. This was not a cyclical sales rebound. The company spent $75...