Energy stocks have regained momentum in 2026. Oil prices remain well above their long-term averages, global demand for liquefied natural gas (LNG) continues to grow, and electricity consumption is accelerating as artificial intelligence (AI) data centers and electrificatio
Giverny Capital notes PGR's strong earnings growth but lack of share price appreciation amid broader S&P 500 momentum shifts. The Progressive Corporation (PGR) has seen robust earnings growth, yet its share price has not reflected this performance in Q2 2026. Giverny Capit
Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here The model portfolio returned 13.70% this quarter, compared to the S&P 500's 15.20% return
Quick Read - CRDO tripled revenue to $1.34B yet trades at 81x trailing earnings, and insiders net sold as shares dropped 21% in one week. - Wall Street's $276 consensus clashes with a $221 base-case projection, and $350 hinges on revenue guidance, new TAM bookings, and...
Quick Read - Netflix (NFLX) has dropped 44% over 12 months to just 22x earnings, with BMO's $135 target implying nearly 100% upside driven by doubling ad revenue. - Warner Bros. Discovery (WBD) surged 103% on its Paramount merger while Disney (DIS) fell 19%, making Netflix
Renewable energy developer Avantus said its Aratina 1 solar-plus-storage project has entered commercial operation in California. The 200-MW/500-MWh installation in Kern County has long-term power purchase agreements (PPAs) with Central Coast Community Energy (3CE) and Sili
Federal investigators subpoenaed two insurers tied to Mark Walter over undisclosed $16bn in private credit holdings linked to his empire. US federal prosecutors are scrutinizing Delaware Life Insurance and Clear Spring Life and Annuity, controlled by billionaire Mark Walte
The toymaker exceeded Q2 estimates with $1.28 EPS and $1.14B revenue, driven by record Magic: The Gathering sales. Hasbro Inc (NASDAQ:HAS) increased its full-year revenue and profit projections after second-quarter earnings surpassed Wall Street expectations. Adjusted earn
Giverny Capital’s model portfolio underperformed the S&P 500 in Q2 2026 despite strong gains in Taiwan Semiconductor Manufacturing Company shares. Taiwan Semiconductor Manufacturing Company (TSM) shares doubled since Giverny Capital Asset Management included the stock in i
Tesla expands autonomous ride-hailing to Orlando and Tampa, marking its second U.S. market rollout days before Q2 results. Tesla activated its robotaxi service in Orlando and Tampa, Florida, on Tuesday, extending coverage beyond its initial Miami launch earlier this month.
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