Arm Holdings (NASDAQ: ARM) often seems misunderstood by the stock market. The company has a unique business model as it licenses its CPU designs and then earns royalty revenue when the products with those designs are sold. That misunderstanding has manifested itself in the response to its earnings reports. For instance, the stock initially fell […]
RenaissanceRe Holdings Ltd. (NYSE:RNR) is one of the most undervalued quality stocks to buy right now. On January 14, Cantor Fitzgerald increased its price target for RenaissanceRe to $282 from $252 with a Neutral rating. The firm suggested that the initial positive outlook for insurance brokers may have been premature and noted that near-term fundamentals […]
Kevin Warsh, tapped to become the next Federal Reserve chair, may want to significantly contract the central bank’s multi-trillion-dollar balance sheet, but experts agree that financial realities strongly indicate accomplishing this goal will be difficult and slow, if it can be done at all. That’s because Fed holdings and the regime that’s grown to manage […]
Pzena Investment Management recently released its fourth-quarter 2025 commentary for “Pzena Focused Value Strategy.” A copy of the letter can be downloaded here. The fourth quarter was defined by strong AI momentum and continued market dominance by mega-cap stocks. In this environment, Pzena Focused Value Strategy underperformed the Russell 1000® Value Index, delivering a net return of […]