FA Alpha Daily / Every issue / Friday Portfolio Analysis

Friday Portfolio Analysis: every issue

The Friday issues: funds, portfolios, and the market themes moving them. All 212 issues, newest first. See the series page.

• All series
• The Monday Macro Report
• Tuesday Company Specific
• Wednesday Credit Outlook
• Thursday Uniform Accounting Analysis
• Friday Portfolio Analysis
• Weekly Digest
• FA Alpha 50
• Return Driven Strategy
• Practice Management Insights

2026

• AI is reshaping the American economy in a big wayAug 7, 2026
• Microsoft just made market historyJul 31, 2026
• Investors are worried about Big Tech’s spending spreeJul 24, 2026
• Wall Street is going digitalJul 17, 2026
• Corporate America is buying up new machinesJul 10, 2026
• This manufacturer is a key defense sector playerMay 29, 2026
• This embattled video game publisher is cheap for a reasonMay 22, 2026
• As-reported metrics hide the profitability of this thermal solutions specialistMay 15, 2026
• Stocks have gotten cheaper without breaking the economyMay 8, 2026
• This firm has remained resilient amid the real estate downturnMay 1, 2026
• The hype surrounding this shoemaker-turned-AI cloud provider is fadingApr 23, 2026
• This struggling shoe company is reinventing itself as an AI compute providerApr 17, 2026
• Oil prices are elevated, but it’s not time to panic yetApr 10, 2026
• Asset type isn’t the only thing investors should watch out forMar 27, 2026
• Trouble is brewing in the trillion-dollar private credit marketMar 20, 2026
• This pure-play autonomous vehicle firm has yet to prove its profitabilityMar 13, 2026
• This misunderstood firm is well-positioned for today’s AI-driven infrastructure tailwindsMar 6, 2026
• The so-called “HALO” trade is gaining ground as AI disruption fears mountFeb 27, 2026
• Softening beer demand is hurting this brewerFeb 20, 2026
• Patients still need access to quality health careFeb 12, 2026
• This Wall Street icon is actively betting on this meme stockFeb 5, 2026
• Memory shortages are a boon for this data storage firmJan 30, 2026
• It will take time before this trucking firm puts its troubles behind itJan 23, 2026
• The administration’s attempt to cap credit card interest rates could negatively impact card issuersJan 16, 2026
• Changing consumer preferences is hurting this alcohol distributorJan 9, 2026
• This shipping company can benefit from tariffsJan 2, 2026

2025

• Europe is finally becoming responsible for its own securityDec 25, 2025
• The market is underestimating this geothermal power producer’s profitabilityDec 19, 2025
• The market is underestimating just how profitable this canned goods firm isDec 12, 2025
• An overly pessimistic credit market is hiding how safe this retailer’s debt actually isDec 5, 2025
• The market to has yet to buy into this retail giant’s promised turnaroundNov 21, 2025
• This streaming giant has been overlooked by investors relying on as-reported financialsNov 14, 2025
• This tech firm known for manufacturing PCs has positioned itself to thrive in the age of AINov 7, 2025
• Hyperscalers are doing everything they can to secure energy, putting this utilities firm in a position to benefit heavilyOct 31, 2025
• Not every firm in involved in the AI boom is a sure-fire winnerOct 24, 2025
• This recently-merged media company is attempting to build a vast empire by acquiring another media giantOct 17, 2025
• This chipmaker could be on the verge of becoming a key player in the AI boomOct 10, 2025
• This oil major is accelerating its asset sales and restructuring in a bid to catch up with its rivals and improve profitabilityOct 3, 2025
• As-reported metrics distort this military contractor’s true profitabilitySep 26, 2025
• This ride-hailing company is positioning itself to compete against its chief rival and become a key player in the autonomous vehicle spaceSep 19, 2025
• Expectations just soared for this cloud computing giantSep 12, 2025
• This tech juggernaut avoided a breakup of its business by the skin of its teethSep 5, 2025
• The brewer behind craft beer brand Sam Adams is betting on its founder and former CEO to turn its fortunes aroundAug 29, 2025
• This energy company is uniquely positioned to capitalize on soaring energy demand in the wake of today’s AI revolutionAug 22, 2025
• This construction and engineering firm is set become a key player as hyperscalers look to get the most out of their data centersAug 15, 2025
• This entertainment giant is finally turning a corner after years of underperformanceAug 8, 2025
• The market is ignoring the growing debt crisis while valuing this companyAug 1, 2025
• The new nuclear directive could cause this company’s earnings to skyrocketJul 25, 2025
• Now might be the time to take profits on this telecom giantJul 18, 2025
• This company is another beneficiary of Tesla’s failed robotaxi launchJul 11, 2025
• This sports retailer is being crushed by tariffsJun 27, 2025
• This brand’s secret might be better left hiddenJun 20, 2025
• This retailer might not be growing, but it can certainly pay its debtsJun 13, 2025
• The market doesn’t find this merger very appealingJun 6, 2025
• The market is steering clear of this Chinese-owned browserMay 30, 2025
• This company’s AI tools are primed to accelerate its growthMay 23, 2025
• The market is already aware of the potential of this highly anticipated game’s releaseMay 16, 2025
• Credit health matters, even for equity investorsMay 9, 2025
• The grid can’t keep pace with surging data-center investments, but this company can helpMay 2, 2025
• The market is pricing in lasting challenges for this healthcare equipment providerApr 25, 2025
• Tariffs can eat into this tech company’s profitsApr 11, 2025
• Tariffs can backfire for this domestic automakerApr 4, 2025
• This clothing brand’s continued success is already priced inMar 28, 2025
• This company is well-positioned to capitalize on cars evolving into computersMar 21, 2025
• We might be witnessing the start of a turnaround storyMar 14, 2025
• This e-commerce giant is making a strong push into the AI spaceMar 7, 2025
• The market is concerned about this social media giant’s investments in AIFeb 28, 2025
• Earnings aren’t going to quit on this tobacco giant anytime soonFeb 21, 2025
• This company will be cementing the future of America’s infrastructureFeb 14, 2025
• Data center expansion continues, and this semiconductor equipment manufacturer stands to benefit from itFeb 7, 2025
• It matters not only what you sell but also who you sell toJan 31, 2025
• This ERP giant is helping businesses implement AIJan 24, 2025
• There is still a long way to go before quantum computing becomes profitableJan 17, 2025
• This tech giant is betting big on AI infrastructureJan 10, 2025
• This biopharma company knows how to strategically acquire, but the market doesn’t like itJan 3, 2025

2024

• This company is benefiting from the rising life expectancyDec 27, 2024
• This company can help establish your business’s online presenceDec 20, 2024
• The government has faith in this semiconductor company’s futureDec 13, 2024
• Reimbursement issues caused the market to lose faith in this healthcare providerDec 6, 2024
• This company’s strong performance is overshadowed by its weak guidanceNov 22, 2024
• This AI player failed to meet expectations despite achieving strong resultsNov 15, 2024
• This protective film provider is working to adapt as the auto industry strugglesNov 8, 2024
• This company helps businesses streamline fleet and travel paymentsNov 1, 2024
• This retail giant is having its own “Netflix moment”Oct 25, 2024
• This company’s AI event falls short of investor expectationsOct 18, 2024
• This company is revolutionizing app monetization through the use of AIOct 11, 2024
• This company helps people deal with the side effects of antidepressantsOct 4, 2024
• The recent interest rate cuts could help this company turn the tideSep 27, 2024
• Capitalizing on AI researchSep 20, 2024
• Capitalizing on rising vehicle ageSep 13, 2024
• Advising on America’s infrastructure revivalSep 6, 2024
• The wealthy can still buy housesAug 30, 2024
• Consumer weakness raises concerns for this home improvement playerAug 23, 2024
• This company is not a one-hit wonderAug 16, 2024
• Trump’s pro-crypto speech sparks surge in exchange stocksAug 9, 2024
• The EV industry’s golden child keeps hitting speed bumpsAug 2, 2024
• This company is one of the leading players in commercial vehicle electrificationJul 26, 2024
• This newborn giant will dominate the packagingJul 19, 2024
• This company provides AI-powered defense to its customersJul 12, 2024
• The market only sees the worst in this transaction giantJul 5, 2024
• This company plans to accelerate AI with massive startup fundingJun 28, 2024
• Not every water infrastructure company is cheapJun 21, 2024
• The new gold mine of pharmaJun 14, 2024
• Drilling to higher profitabilityJun 7, 2024
• This company will address the energy demand coming from AIMay 31, 2024
• People will keep spending on their petsMay 24, 2024
• Creating a spirits powerhouseMay 17, 2024
• With the current rates, the only supply comes from the homebuildersMay 10, 2024
• Profiting from the rising life expectancyApr 26, 2024
• Advertising is in troubleApr 19, 2024
• This company capitalizing on the global shift in energy supplyApr 12, 2024
• This exchange offers high-risk/high-reward exposure to the crypto marketApr 5, 2024
• This company will be protecting assets while the U.S. ramps up the infrastructure investmentsMar 29, 2024
• Capitalizing on high ratesMar 22, 2024
• Investing in digital safetyMar 15, 2024
• Creating the America’s largest credit card playerMar 8, 2024
• Moving from staffing to consultingMar 1, 2024
• The reversal of fortune for ESG investing in 2023Feb 23, 2024
• This ETF gives exposure to the entire Bitcoin universeFeb 16, 2024
• This global macro hedge fund changing its course to America’s giantsFeb 9, 2024
• Betting on restructuring is a dangerous gameJan 26, 2024
• This market misunderstanding can be profitableJan 19, 2024
• This market misunderstanding can be profitableJan 12, 2024
• Investors may want to reconsider withdrawing from this fundJan 5, 2024

2023

• The market may not fully understand the business life cycleDec 22, 2023
• The market may not fully understand the business life cycleDec 15, 2023
• IP provides a strong competitive advantage, as long as it lastsDec 8, 2023
• Millenium may be trying to save one of its biggest competitorsNov 10, 2023
• New talent could mean new returns for this fundNov 3, 2023
• FTC pushback is no problem for this fundOct 27, 2023
• This fund has all its eggs in one basket, and it seems to be workingOct 13, 2023
• After a big win, this activist hedge fund has a new targetOct 6, 2023
• This AI tool could replace 1,000 analystsSep 29, 2023
• This hedge fund could not have asked for a better time to expandSep 22, 2023
• Don’t confuse this fund’s luck for skillSep 15, 2023
• If Buffett isn’t worried, you shouldn’t be eitherSep 8, 2023
• Look at what this top 1% fund manager is doing nextSep 1, 2023
• Internal conflict is crushing this quant fund’s performanceAug 25, 2023
• Wall Street is now in spaceAug 11, 2023
• Market bet is the name of the game for this fundAug 4, 2023
• Here’s how a fund of funds approach is performing this yearJul 28, 2023
• This massive investor has a big appetite for riskJul 21, 2023
• This investing legend is playing riskyJul 14, 2023
• This famous arbitrager is celebrating 50 years of successJul 7, 2023
• This Wall Street legend is still in the game even after retiringJun 30, 2023
• This ETF might be making money for you even in a recessionJun 23, 2023
• This activist investor’s shift in tone resulted in bad returns for its investorsJun 16, 2023
• This golden book of investing provides massive returns to investorsJun 9, 2023
• The infamous corporate raider’s market cap halved because of a short reportJun 2, 2023
• This fledgling ETF shows the risk of investing too earlyMay 26, 2023
• Investors should be cautious this year and this fund makes sure you areMay 19, 2023
• With another volatility this year, quant funds are poised to benefit again in 2023May 12, 2023
• This ETF might provide some important benefits to investorsApr 28, 2023
• This Wall Street giant was right once againApr 21, 2023
• Investors might consider being more exposed to safe havens like this ETFMar 31, 2023
• This famous fund manager made double-digit returns while distracted by a legal battleMar 3, 2023
• Every good thing comes to an end, just like this legendary fund managerFeb 24, 2023
• The rise of activism continues, this fund is pushing for a change in this famous music streaming companyFeb 17, 2023
• This fund has seen a journey from being too early to becoming one of the most successfulFeb 10, 2023
• This activist fund is now pushing for a change in the biggest CRM companyFeb 3, 2023
• This fund almost lost everything, but made a strong comebackJan 27, 2023
• This billionaire fund manager is pumped up for winning both in baseball and investmentsJan 20, 2023
• This fund made record-breaking returns while others got crushed by the marketJan 13, 2023
• This famous long-only investor continues on finding mispriced opportunitiesJan 6, 2023
• Here’s what sets Stephen Curry and Bill Ackman apartJan 3, 2023

2022

• Energy sector became investors’ favorite in 2022 and billionaires are betting on it tooDec 23, 2022
• This ETF could be a good way to be among the winnersDec 16, 2022
• This fund manager is calling on the Fed to pivot fastDec 9, 2022
• While every fund is struggling, this one is preparing for record returnsDec 2, 2022
• One of the biggest hedge funds is following its plan of locking up client capital for longerNov 18, 2022
• Let’s see how activism works for this tech-focused fundNov 11, 2022
• Soon you’ll be able to bet against a famous TV host’s stock picksNov 4, 2022
• This famous hedge fund beat all its rivals in year-to-date performanceOct 28, 2022
• This quant fund’s fees are sky high, and its performance backs it upOct 21, 2022
• Aerospace & Defense is more important than it’s been in years, and this ETF stands to benefitOct 14, 2022
• This Fund Made a Killing During the Great Recession. Here’s What It Thinks About the Housing Market TodayOct 7, 2022
• With ESG funds under fire for false advertising, let’s look under the hood of this environmentally conscious fundSep 30, 2022
• This investing master shows why looking at credit is vital to understanding equitiesSep 23, 2022
• Hedge Fund Investments and M&A Activity Vitalized the Biotech IndustrySep 16, 2022
• A hedge fund legend passed away, but his legacy will live onSep 9, 2022
• Europe gives a ‘green’ light for nuclear energySep 2, 2022
• Let’s see if meme stock investing has worked for Ryan CohenAug 26, 2022
• Buffett shocked investors with a $44 billion loss – Here’s why it’s not realAug 19, 2022
• Does the Inflation Reduction Bill kick off the next wave of solar investment?Aug 12, 2022
• Let’s see if investing based on political views pays offAug 5, 2022
• Flying could be the worst part of your vacation and your portfolioJul 29, 2022
• Has this critical sector lost its magic, or is this an opportunity to buy in at a discount?Jul 22, 2022
• With the general slowdown for growth funds, let’s check in on one of the bestJul 15, 2022
• Does Ray Dalio still have what it takes to keep Bridgewater in the #1 spot?Jul 8, 2022
• This rising alternative to traditional sports is finally drawing investors’ attentionJul 1, 2022
• After a losing a third of its total gains through May, let’s see if this tech fund can recoverJun 24, 2022
• From football clubs to board rooms, this fund takes on them allJun 17, 2022
• Apple is making moves to envelop another industryJun 10, 2022
• Strive is telling ESG investors to protect profits, not treesJun 3, 2022
• Tiger Global lost more than two-thirds of their total gains…let’s see if further troubles lie aheadMay 27, 2022
• With Cathie Wood’s stock picks losing steam, let’s see if she can get her golden touch backMay 20, 2022
• Here’s what sets Stephen Curry and Bill Ackman apartMay 13, 2022
• The Baupost Group just had its best year in nearly a decade… Here’s how the fund is set up for 2022May 6, 2022
• With the housing shortage on everyone’s minds, let’s see if housing supply or demand will drive the marketApr 29, 2022
• Fidelity’s Magellan Fund had a great run with Peter Lynch in charge… here’s how it looks todayApr 22, 2022
• Just like with GameStop, Steve Cohen is known for betting with and against his employees…does he have the right angle this time?Apr 1, 2022
• A long bet paid off big…can Sarma replicate that magic again?Mar 25, 2022
• Tiger Global made its name on technology stocks…can they recover from the latest technology slump?Mar 18, 2022
• The restless billionaire is active again…do his actions lead to profits?Mar 11, 2022
• Oil prices have seen a drastic price shock…will the energy sector follow suit?Mar 4, 2022
• How the conflict in Ukraine impacts your portfolioFeb 25, 2022
• Millennium Management is breaking the hedge fund moldFeb 11, 2022
• A year after being on the wrong side of the most famous trade of 2021…plus,Feb 4, 2022
• Bloomberg has announced its picks for 2022, but are they good investments?Jan 28, 2022
• Sports betting is legal… which companies are best poised for it?Jan 21, 2022
• 2021 was the year of the IPO… How will 2022 stack up?Jan 14, 2022
• This fund shows that TSLA isn’t the only winner in the EV revolutionJan 7, 2022