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LongTermInvesting

  • Meta Isn’t Cheap Anymore — It’s a High-Stakes Bet on AI Execution

    Meta Isn’t Cheap Anymore — It’s a High-Stakes Bet on AI Execution

    Meta just spent the last year telling Wall Street it’s an AI company now. The market believed it — and bid the stock to the stratosphere. But after a monster rally and a recent pullback, here’s the real question: is this still a buy, or are latecomers about to fund someone else’s exit? Here’s the…

  • Stop Letting Jim Cramer Trade Your Portfolio for You

    Stop Letting Jim Cramer Trade Your Portfolio for You

    Jim Cramer can move a stock with a sentence. The real question is whether you should let him move your portfolio. Two of his recent names — Marvell Technology (MRVL) and Bausch Health (BHC) — sit on opposite ends of the risk spectrum. One is riding the AI infrastructure wave. The other is still wrestling…

  • Buffett’s Big Bet on Oil Isn’t Nostalgia — It’s a Warning

    Buffett’s Big Bet on Oil Isn’t Nostalgia — It’s a Warning

    Warren Buffett doesn’t usually pound the table. He just keeps buying. And when he quietly amasses nearly 30% of a company, it’s not a hobby — it’s a thesis. So what’s he seeing in Occidental Petroleum that the rest of the market is still debating? As of early 2026, Berkshire Hathaway owns about 28% of…

  • Buffett Isn’t Chasing Oil Hype — He’s Buying Control

    Buffett Isn’t Chasing Oil Hype — He’s Buying Control

    Warren Buffett now owns nearly a third of Occidental Petroleum. That’s not a toe in the water. That’s a cannonball. As of early 2026, Berkshire Hathaway controls roughly 28% of OXY’s common stock — and closer to 33% if you count the warrants. Add in the 8% preferred shares he picked up during the Anadarko…