Visa vs. Mastercard: Which is the Better Investment Heading Into 2026?
Visa (V) and Mastercard (MA) are two of the most dominant business models in the world. They operate the rails of global commerce, connecting billions of consumers and millions of merchants through secure, high-margin payment networks. They share the characteristics investors prize most, including wide moats, scalable economics, and consistent free cash flow generation. As […]
Weekly Compounder Update | Gov. Shutdown, AI Headlines, Amazon’s Grocery Push, and Musk vs. Netflix
Welcome back to the Weekly Compounder Update. Each week I cut through the noise and highlight the stories that matter most for investors seeking quality compounders. These are not just headlines. We are looking for signals about moats, margins, and growth runways. General Market News The government shutdown has been the dominant political story this […]
Weekly Compounder Update | Costco Earnings, Disney Price Hike, and Market Moves in SPGI, MCO, QCOM, ACN
Welcome to the Weekly Compounder Update series. Each week I break down the news, earnings, and market moves that matter most for the companies we track at Arbalist Money, with a focus on quality compounders. The goal is to cut through the noise and highlight the developments that count for long-term investors. General News Big […]
5 Ways I Protect My Stock Portfolio from Risk
Howard Marks, the legendary co-founder of Oaktree Capital, once wrote that real success in investing is not beating the market when it rises, but losing less when it falls. That idea has always resonated with me. Markets are unpredictable, and no one can eliminate risk entirely. But if you can protect your portfolio during the […]
5 Quality Compounder Stocks to Watch for the Next Pullback
Every investor wants to own the best companies. These are the compounders that steadily reinvest capital and grow earnings year after year. The problem is the market rarely misprices them. Great businesses almost always trade at a premium, and when investors overpay, even for the best names, future returns suffer. With the S&P 500 trading […]
Why Apple’s Smart Home Rumors Matter
My exposure to Apple (AAPL) is limited to ETFs, and I have not been interested in the name for years. In a previous article evaluating the best value among the Mag 7, I ranked Apple 6th. That is not because Apple isn’t a high-quality company, or a compounder. It is. Few businesses in the world […]
MSCI Stock Analysis: Why I Bought the Dip After Q2 Earnings
In late July, MSCI Inc. (MSCI) reported second quarter results that disappointed investors. Bookings in ESG and Analytics slowed and the stock dropped nearly 9%. The market’s reaction struck me as more of a repricing rather than a broken narrative. This gave me the opportunity to start a position in a business that has all […]
When to Sell a Stock: How a Clear Thesis Guides Every Decision
Every investor eventually reaches that moment, staring at a stock chart, unsure what to do next. Sometimes the stock is falling. Other times it has climbed and delivered solid gains. In either case, the same question tends to surface: How do I know when to sell? I have been asked this question in almost every […]
Reddit Stock: Unproven Today, Worth Watching Tomorrow
Reddit, best known as the launchpad for meme stock frenzies like GameStop and AMC, went public on March 21, 2024, at $34 per share, with a market valuation of $6.4 billion. It now trades under the ticker RDDT. Though Reddit helped fuel the meme stock era, its own IPO quickly sparked debate about whether it […]
How Stock Investors Benefit from Compounding
Compounding is often called the eighth wonder of the world, but its full power in stock investing is easy to overlook. Many know compounding itself through the steady interest earned on savings accounts, where interest builds on interest. In stocks, however, compounding works differently. It happens through dividend reinvestment and, more importantly, through a company […]