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Source document· March 2, 2026

Unexpected Stock Picks and Looking to the Future

View original at nasdaq.com
Unexpected Stock Picks and Looking to the Future In this podcast, Motley Fool contributors Rick Munarriz, Jason Hall, and Travis Hoium dive into stocks that they are willing to give up their Fool card for…
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What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

  • Live Oak Bank's founder Chip Mahan is one of the OGs in online banking, building tech platforms and lenders that don't make bad loans

    80% confidence
  • Live Oak Bank combines specialization and extremely high-quality loan origination by building in-house expert teams for specific verticals before ramping up lending

    80% confidence
  • $1,000 invested in Netflix on December 17, 2004 when recommended would be worth $519,015

    80% confidence
  • PayPal should remain solo company and stock will remain ho-hum despite acquisition interest

    80% confidence
  • Upbound's revenue has been in high single digits for about two years and accelerated to 11% in latest quarter

    80% confidence
  • $1,000 invested in Nvidia on April 15, 2005 when recommended would be worth $1,086,211

    80% confidence
  • Live Oak Bank is one of the largest Small Business Administration lenders, which reduces risk through backstopped loans

    80% confidence
  • PayPal brought in Enrique Loris as CEO for focus on efficiency and to be a buyback machine, not for innovation

    80% confidence
  • Stock Advisor has total average return of 941% compared to 194% for S&P 500

    80% confidence
  • Hims & Hers' incentives are lined up with increasing access and lowering costs, unlike anyone else in healthcare industry

    80% confidence
  • Hims & Hers incentives today are problematic because they are so wired to prescriptions rather than consumer health outcomes

    80% confidence
  • Upbound can be purchased for five times forward earnings with dividend yield north of 7%

    80% confidence
  • Larry Ellison may not want to write $100 billion check to buy Warner Bros. Discovery given his stock is down 50%

    80% confidence
  • Netflix will show discipline and still win Warner Bros. Discovery deal despite Paramount-Skydance raising bid

    80% confidence
  • Real problem for Netflix isn't losing viewers to other movie platforms but to short-form content on Instagram, TikTok, and YouTube Shorts

    80% confidence
  • Netflix will pull off Warner Bros. Discovery acquisition because they have better ability to close deal than Paramount-Skydance

    80% confidence
  • Hims & Hers is doing things completely differently than status quo in healthcare, taking expensive doctor visits and pharmacy trips direct to consumer

    80% confidence

Data points we hold from this source

HP Inc. · share buyback37 percent
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Biotech Catalyst Wave: Late-2026 Clinical Readouts, PDUFA Dates and Capital Restructuring
A dense cluster of Q4 2026 to Q1 2027 clinical and regulatory catalysts spans hepatitis delta (Vir's ECLIPSE/SOLSTICE), hypertension and sleep apnea (Mineralys' lorundrostat, PDUFA 2026-12-22), severe hypertriglyceridemia (plozasiran), oncology (ivonescimab BLA, PDUFA 2026-11-14) and gene therapy (Krystal). Positive data flow from AASLD and AHA presentations is offset by cost-cutting guidance, milestones slipping into 2027, and a delisting process that signals capital-market stress for some issuers. Near-term value hinges on binary FDA decisions and Phase 3 topline readouts in Q1 2027.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
We flag conflicts openly ›
Recently verified
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