Financial & Business News

NEW YORK, May 31, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a lawsuit has been filed against BigBear.ai Holdings, Inc. (NYSE: BBAI) and certain of the Company's senior executives for potential violations of the federal securities laws. If you invested in BigBear.ai, you are encouraged to obtain additional information by visiting https://www.bfalaw.com/cases-investigations/bigbearai-holdings-inc.

NEW YORK, May 31, 2025 (GLOBE NEWSWIRE) -- Leading securities law firm Bleichmar Fonti & Auld LLP announces that a lawsuit has been filed against Elevance Health, Inc. (NYSE: ELV) and certain of the Company's senior executives for potential violations of the federal securities laws. If you invested in Elevance you are encouraged to obtain additional information by visiting https://www.bfalaw.com/cases-investigations/elevance-health-inc.

The benefits of financial independence extend far beyond the financial realm. Today's focus will be on a custodian bank and asset manager, an investment data and analytics company, and a regulated electric utility. Each stock appears to be trading 8% to 13% under my fair value estimates.

The worst-case scenario of big global tariffs and a severe recession is now off the table, lowering risk and supporting a new bull market. UnitedHealth offers a Buffett-style deep value opportunity after a 50% drop, with long-term growth and credit quality intact. UNH's historical growth rate of 14% to 15% is expected to continue after 2025, which results in a 240% return potential (25% CAGR) over five years.

At nearly 6% weight, Amazon is my portfolio's second-biggest position. The company remains committed to spending $100 billion on capex in 2025 and has plenty of opportunities to sustain high long-term growth. Amazon's balance sheet is one of the strongest on the planet, boasting an AA credit rating from S&P on a stable outlook.

Downgrading Macy's to hold due to mixed outlook, with core Macy's banner under pressure and new headwinds challenging the turnaround narrative. Bright spots include strong performance from luxury banners and continued recovery momentum, but core sales trends remain negative and concerning. Increased promotional activity and the unexpected departure of key leadership add uncertainty, making it difficult to be bullish in the near term.

Kanzhun delivered solid Q1 results with revenue and earnings in line or above consensus, supported by strong growth in paid enterprise users and blue-collar segments. Despite strong fundamentals and AI-driven innovation, macroeconomic headwinds in China—property weakness, declining consumption, and layoffs—pose significant risks to future growth. We maintain a HOLD rating, as risk-reward is balanced: leadership in online recruitment is offset by uncertain macro conditions and potential demand weakness.

Vanguard's ETFs are some of the most popular in the industry among individual investors seeking value and growth, commensurate with their underlying indexes.

Despite robust growth and impressive financial performance, Zeta continues to be punished by the refuted short report released last November. I expect Zeta to exceed the guidance it issued in Q1, thanks to its platform meeting marketers' demands for high-ROI marketing and AI. Increasing AI adoption from Zeta's customers bodes well for future topline growth and NRR expansion, especially after the launch of AI Agent Studio.

The everyday investor can find solid ideas by following the experts closely. Bill Ackman, the billionaire founder of the hedge fund Pershing Square Capital Management, is one such professional.