1. DAVE: +500% in One Year
DAVE is a small-cap fintech company that operates as a digital banking platform through a mobile application. Its core product, Extra Cash, provides short-term micro-loans to customers who need immediate liquidity, charging only a minimal fee.
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For example, a customer who is paid on Monday but needs $100 on Friday to cover a utility bill can obtain it directly through the app.
The company is experiencing rapid revenue growth and is beginning to turn significantly profitable. Moreover, its valuation appears reasonable relative to its projected expansion.
The question for investors: does DAVE represent an attractive long-term opportunity at this stage?
- Warren Buffett’s New Investment
Berkshire Hathaway has released its Q2 2025 13F filing, and one of the most notable disclosures is Warren Buffett’s new position in UnitedHealth.
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The firm acquired more than five million shares, representing an investment of approximately $1.6 billion. Following the disclosure, UnitedHealth’s stock surged more than 12% in after-hours trading.
Market speculation had been building in recent months regarding Berkshire’s interest in the company, but many dismissed it as too obvious a move. Interestingly, Berkshire’s average purchase price was around $312 per share, which is higher than current levels.
In addition to this acquisition, Berkshire made several other notable portfolio adjustments.
- Three U.S. Advertising Leaders
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The three largest U.S. advertising companies collectively generated more than $400 billion in advertising revenue last year. These firms are Google , Meta , and Amazon.
Google: $208 billion
Meta: $175 billion
Amazon: $61 billion
Digital advertising remains a highly profitable and expanding segment, contributing significantly to the earnings growth of these businesses.
From a valuation perspective, all three companies currently trade at multiples that are broadly in line with their 10-year averages:
Google (Forward EV/EBIT): 17
Meta (Forward EV/EBIT): 24
Amazon (Forward EV/EBIT): 28
Posted Using INLEO