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BofA: Slowing demand to hit Philippines growth
philstar116d ago

BofA: Slowing demand to hit Philippines growth

The Philippine economy is expected to grow below its long-term potential over the next two years as weak domestic demand, slowing private consumption and softer investment continue to weigh on activity, according to Bank of America Global Research.

#ECONOMY
Greg Abel as Berkshire Earnings Fall: 'Warren Is Obviously a Very Hard Act To Follow'
benzinga116d ago

Greg Abel as Berkshire Earnings Fall: 'Warren Is Obviously a Very Hard Act To Follow'

Berkshire Hathaway Inc. (NYSE:BRK) unveiled a leadership transition plan as Gregory E. Abel steps into the chief executive role, pledging to preserve the conglomerate’s long-standing culture and capital discipline.“Warren is obviously a very hard act to follow,” Abel wrote in the company’s annual report.Earnings SnapshotFourth-quarter operating earnings totaled $10.2 billion, down 29.8% from $14.56 billion in the year-earlier period.For the full-year 2025, operating earnings totaled $44.49 billion, down from $47.44 billion in the year prior.Cash holdings dropped to $373.3 billion from $381.6 billion in the third quarter, despite no share repurchases, per a CNBC report.As of December 31, 2025, Berkshire Hathaway’s equity portfolio remained heavily concentrated, with five companies:American Express Company (NYSE:AXP): 22.1% owned.Apple Inc. (NASDAQ:AAPL): 1.6% owned.Coca-Cola Company (NYSE:KO): 9.3% owned.Moody’s Corporation (NYSE:MCO): 13.9% owned.Additionally, the company owns shares of Occidental common stock.“As of December 31, 2025, our investment in ...Full story available on Benzinga.com

#STOCKS
Varonis Systems, Inc. (VRNS): A Bull Case Theory
insidermonkey116d ago

Varonis Systems, Inc. (VRNS): A Bull Case Theory

We came across a bullish thesis on Varonis Systems, Inc. on Danny’s Substack by Danny Green. In this article, we will summarize the bulls’ thesis on VRNS. Varonis Systems, Inc.’s share was trading at $25.70 as of February 18th. VRNS’s forward P/E was 138.89 according to Yahoo Finance. Varonis Systems operates in the expanding cybersecurity market, specifically within Data Security Posture Management (DSPM) and Data Security & Governance (DSG), addressing the non-discretionary need [...]

#STOCKS
Q2 Holdings, Inc. (QTWO): A Bull Case Theory
insidermonkey116d ago

Q2 Holdings, Inc. (QTWO): A Bull Case Theory

We came across a bullish thesis on Q2 Holdings, Inc. on Danny’s Substack by Danny Green. In this article, we will summarize the bulls’ thesis on QTWO. Q2 Holdings, Inc.’s share was trading at $51.70 as of February 19th. QTWO’s trailing and forward P/E were 66.54 and 17.79 respectively according to Yahoo Finance. Q2 Holdings, Inc. (QTWO) is positioned as a differentiated player in the fintech and SaaS space, providing cloud-based banking platforms that integrate [...]

#STOCKS
Rambus Inc. (RMBS): A Bull Case Theory
insidermonkey116d ago

Rambus Inc. (RMBS): A Bull Case Theory

We came across a bullish thesis on Rambus Inc. on Uncle Stock Notes’s Substack. In this article, we will summarize the bulls’ thesis on RMBS. Rambus Inc.’s share was trading at $104.13 as of February 19th. RMBS’s trailing P/E was 48.33 according to Yahoo Finance. Rambus Inc. manufactures and sells semiconductor products in the United States, South Korea, [...]

#STOCKS
Construction Partners, Inc. (ROAD): A Bull Case Theory
insidermonkey116d ago

Construction Partners, Inc. (ROAD): A Bull Case Theory

We came across a bullish thesis on Construction Partners, Inc. on Danny’s Substack by Danny Green. In this article, we will summarize the bulls’ thesis on ROAD. Construction Partners, Inc.’s share was trading at $131.21 as of February 19th. ROAD’s trailing and forward P/E were 60.60 and 44.05 respectively according to Yahoo Finance. Construction Partners, Inc., a civil infrastructure [...]

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