Blog

Russ Cohen

Why the Smartest AI Investors Are Ignoring the Model Race

Listen to the audio version of this article (generated by AI). The dot-com era taught investors a valuable lesson. Betting on the winning website was hard. Owning the infrastructure every website needed was easier. Amazon (AMZN) survived. Pets.com disappeared. AOL rose, then faded. Dozens of internet companies burned through hundreds of millions of dollars and ...

Russ Cohen

3 Stocks to Buy and Hold for the Next Decade

Key Points Amazon, Microsoft, and Alphabet are the major cloud computing providers. Each cloud segment is rapidly growing, especially as a result of AI. But these three are not all valued similarly — two stand out as better values. 10 stocks we like better than Alphabet › Finding stocks to buy and hold for the ...

Russ Cohen

Warren Buffett’s Cash Hoard: Why $397 Billion Sits on the Sidelines

$397 billion. That’s how much “Buffett cash” now sits on Berkshire Hathaway’s balance sheet after Greg Abel’s first quarter as CEO. Warren Buffett left $373 billion behind when he stepped down at the end of 2025. Three months later, after Abel’s debut earnings report on Saturday, the hoard had grown by another $24 billion. The figure ...

Russ Cohen

The Best Companies Don’t Compete, They Control

Google () stock is up +142.00% over the last year (as of 05/17/2026). The reason isn’t that investors just happened to discover Google Search over the last year. Investors always knew about Google Search—just like they always knew about YouTube, Android, Chrome, Gmail, Google Maps, Google Cloud, Google Ads, and the astonishing amount of data ...

Russ Cohen

Progressive: The Market Is Missing the Real Story

The market is constantly playing mind games with investors. A current prime example of this is . If you don’t know the game, you are already behind. But this is the kind of stuff I love about the markets. The constant battle between price, fundamentals and time. We have a great business and honestly not ...

Russ Cohen

Ford Stock Looks Cheap Now: Is This the Right Time to Buy?

U.S. legacy automaker Ford F is trading quite cheaply currently from a valuation standpoint. Its forward sales multiple of 0.28 is lower than its five-year average. The stock also looks attractively valued relative to its close peers, General Motors GM and Toyota TM. Ford has a Value Score of A. Ford’s Forward P/S vs. GM & TM Image Source: ...

Russ Cohen

Why Alibaba's Earnings Report May Spell Trouble for Amazon

Key Points Chinese e-commerce company Alibaba (NYSE: BABA) posted a mixed earnings report for the fourth quarter of fiscal 2026. In a pre-market release today, Alibaba reported strong revenue growth, driven by a 40% jump in artificial intelligence-related cloud revenue. But at the same time, the company badly missed analysts’ earnings expectations, as net income ...

Russ Cohen

York Space Systems Q1 Earnings Call Highlights

York Space Systems (NYSE:YSS) reported first-quarter 2026 revenue ahead of internal expectations and reaffirmed its full-year outlook, while management highlighted new commercial and government awards, acquisition activity and efforts to accelerate satellite delivery timelines following the company’s January initial public offering. President and CEO Dirk Wallinger said the quarter marked “a strong and focused start ...