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ivnkmuaflqhfibw
35 mins. ago
Where are they now?
Exiled, without a contract, or without playing time... we've listed a few names who have fallen off the radar in recent months.
After a first episode, where we mentioned Benjamin Bourigeaud, Juan Bernat, and Renato Sanches.
We followed up with a second installment, where we checked in on Hakim Ziyech, Donny van de Beek, and Layvin Kurzawa.
Here is our final top 10, with of course players struggling at their clubs, like Euro 2021 champion Federico Chiesa.

#benjamin
lkvusihupu4
6 hours ago
Chelsea want between £35m and £40m for Liam Delap this summer as Premier League rivals chase the striker's signature.
Delap is free to leave Chelsea if a suitable offer arrives after a disappointing debut campaign at Stamford Bridge. The 23-year-old scored just twice in 41 appearances across all competitions, following his £30m arrival from Ipswich Town.
Despite that return, Chelsea are demanding a profit on Delap this summer. The Blues signed Delap with the help of a relegation release clause 12 months ago, and believes the forward is worth between £35m and £40m.
According to the iPaper, Everton, Nottingham Forest and Leeds United are leading the chase. Everton held talks with Delap last summer, prior to his decision to join Chelsea, and remain keen on a deal.
Manchester United were former suitors of Delap but are understood to have rejected the chance to revive that interest this summer. United are seeking a forward to compete with Benjamin Sesko.

#delap #Chelsea #league
3slowly
8 hours ago
Welcome to today's exclusive & comprehensive round-up of all things Bayern Munich from Bayern insider Christian Falk. Featuring updates on Luis Diaz, Benjamin Šeško, Warren Zaïre-Emery, and Givairo Read.
Are Bayern planning on taking Benjamin Šeško away from Manchester United?
Is Luis Diaz bound for Saudi Arabia?
Are Bayern going to spend their secret stash of cash this summer?
And plenty more on Harry Kane, Bradley Barcola, Charles De Ketelaere & Gabriel Bontempo

#benjamin
bIBztlzbDYeZ
15 hours ago
(The views expressed here are solely those of the author and do not necessarily represent the views of FreightWaves or its affiliates.)
A Dallas County jury last week hit freight broker C.H. Robinson with a share of a $604 million verdict in Peyton Lipe et al. v. Lupus Superior, LLC et al. The case stems from a deadly 2021 crash on Interstate 20 in Mississippi. A tractor-trailer operated by Lupus Superior and driven by Gorgonio Gonzalez plowed into stopped traffic. The wreck sparked a multi-vehicle fire that killed Jennifer Lipe, Benjamin Brewer, and Rhoderick Coleman. Two others were seriously hurt. Gonzalez also died.
The jury found the driver, the motor carrier, and C.H. Robinson all negligent. The jury ******* igned Gonzalez with 45% responsibility, Lupus Superior with 32% responsibility, and C.H. Robinson 23% responsibility. Lupus Superior, a Grand Prairie, TX based motor carrier, holds a satisfactory safety rating with the FMCSA. More importantly, the jurors decided Gonzalez was acting as a "borrowed employee" of C.H. Robinson and was carrying out a mission under the broker's control. That finding opens the door to full vicarious liability for the driver's negligence. C.H. Robinson has said it will appeal.
This verdict lands right after two major court decisions that reshape how courts treat liability in trucking and logistics. Understanding the difference between vicarious liability and negligent hiring is key to seeing what happens next.
Vicarious Liability: When One Party Answers for Another's Mistakes.

#superior
roLlHypEr2305
17 hours ago
Quarterback Rocco Becht is intent on setting things right in 2026. Becht's transfer to Penn State after a rough 2025 season, along with several of his teammates, gives him a unique opportunity to start anew. Along with pass catchers Chase Sowell, Brett Eskildsen, and Benjamin Brahmer, Becht is looking to elevate the production of the offense. However, during Big Ten media day, Becht highlighted the role that a returner could play in the offense.
"That guy is really special," Becht said of sophomore wideout Koby Howard. "He did a lot of good things in spring ball and he's probably going to do a lot of great things in fall camp [and] in the season for us. So, hopefully I can get him over 1,000 yards receiving, but something I'm looking forward to is just playing with him." While that is a lofty goal to set for a receiver you have never worked with, it is one that should intrigue Penn State fans.
Howard is the youngest member of Penn State's new-look receiving corps and is also the only player who got meaningful snaps at the position. Still, being a true freshman meant that he didn't receive many targets either. He only caught seven passes for 133 yards. This year, with Becht now at the helm, Howard will almost certainly see more snaps.
Whether or not he breaks 1,000 yards remains to be seen. After all, Penn State receivers have not covered themselves in glory in that regard over the past several years. Still, both Becht and Howard have apparently built a nice rapport with each other during fall camp, with Howard serving as a potential touchstone to Becht during his transition to life in Happy Valley. That connection may not result in a breakout season for Howard, but it could definitely be better than last season for Howard as well.
Follow Nittany Lions Wire on X and Facebook.

#becht #penn #season #along
tinyw0tty6
18 hours ago
The Tampa Bay Buccaneers received a few minor injury updates on the opening day of training camp, though head coach Todd Bowles doesn't expect any of the issues to become long-term concerns.
According to Greg Auman, Bowles revealed that left tackle Tristan Wirfs tweaked his hamstring during Tuesday's conditioning test and will miss some time while he recovers.
The All-Pro tackle is considered day-to-day.
Bowles also announced that defensive tackle Vita Vea is dealing with a minor tweak of his own and will remain sidelined for the time being. The update comes as Vea continues his hold-in after requesting a trade from the Buccaneers, though Bowles indicated the injury itself is minor.
Second-year cornerback Benjamin Morrison is also working through a hamstring issue. Like Wirfs and Vea, Bowles labeled Morrison as day-to-day.

#bowles #morrison #hamstring #time
qletzjmggcfyfp
1 day ago
By Brad Heath, Kristina Cooke, M.B. Pell and Benjamin Lesser
July 30 - Christian Garcia admits that he threw a water bottle toward officers guarding a federal building near Los Angeles during an immigration protest last summer.
The plastic bottle was empty, he said, and hit no one but Garcia himself – the wind blew it back at him. Yet Garcia, a 32-year-old amateur photographer, was arrested by agents, jailed for three days and charged with a crime that could have kept him in prison for up to a year. He said he lost both of his jobs, as a security ‌guard and an undercover shopper, after his bosses told him they had been called by investigators.
Then, with no public explanation, prosecutors dropped the case.
The Trump administration has brought criminal charges against at least 851 people accused of attacking or impeding federal officers, only to abandon them at an unusually high rate. A ‌Reuters review of federal court records found that 31% of these cases that have been completed so far have ended in dismissal. That compares to 8% of all federal criminal cases that typically end in dismissal, according to records compiled by the Federal Judicial Center.

#garcia
chive8l12_px36
1 day ago
What happened to them?
Exiled, without a contract, or without playing time... we've listed a few names who have fallen off the radar this year.
After our first episode, where we mentioned Benjamin Bourigeaud, Juan Bernat, and Renato Sanches.
Today, we can talk about the sad situation of Dele Alli, who has never found a club again due to personal problems.
On this list, we can also mention three players who haven't played in months: Lucas Moura and Donny van de Beek, both seriously injured, but also Kalvin Phillips, who has been left out of the squad at City.

#bernat
nphgplglolpfffa
1 day ago
FC Barcelona have officially confirmed the contract renewal of promising striker Nuhu Fofana, with the 18-year-old signing a new four-year deal that will keep him at the club until 2030.
The agreement was completed one day after Fofana celebrated his 18th birthday and marks another step in Barcelona's long-term commitment to developing talent from La Masia.
As part of the renewal, the forward will become a full member of Barça Atletic and has already begun pre-season training under Juliano Belletti.
Fofana's contract signing took place at the Ciutat Esportiva Joan Gamper alongside Jose Ramon Alexanco, Barcelona's director of youth football.
His journey with the club has come full circle. After spending his early years at Barcelona as a Pre-benjamín and Benjamín player, Fofana later left the academy before rebuilding his reputation at Cornella, where his goalscoring ability caught the attention of the Blaugrana.

#Barcelona #contract #signing #nuhu
snapslowlynYR0683
2 days ago
Bestselling Texas author Benjamin Alire Sáenz died on Tuesday, July 28, his publisher confirmed to PEOPLE
Sáenz is best known for penning Aristotle and Dante Discover the Secrets of the Universe, Calendar of Dust and Everything Begins and Ends at the Kentucky Club
His final novel, When the World Was Happy, will be released posthumously on Sept. 29
Author Benjamin Alire Sáenz, best known for writing Aristotle and Dante Discover the Secrets of the Universe and Everything Begins and Ends at the Kentucky Club, has died.
Sáenz's publisher Simon & Schuster confirmed to PEOPLE that the Mexican-American author died on Tuesday, July 28. According to El Paso Matters, Sáenz had a "lengthy illness" prior to his death.

#died #people
rtshksrnjjx
2 days ago
The Georgia Bulldogs are predicted to close the deal on one of their top remaining recruiting targets in the class of 2027. Georgia is projected to land a commitment from four-star safety recruit Seth Williams, per Benjamin Wolk of 247Sports.
Georgia is predicted to beat out the Clemson Tigers for the elite safety prospect. Georgia and Clemson are Williams' final two schools. Both programs will find out soon enough with Williams announcing his commitment on Friday, July 31.
Williams plays high school football for Lakeside High School in Atlanta, Georgia. The Peach State star is the No. 19 safety prospect in the country and the No. 19 recruit in Georgia. The 6-foot-2, 180-pound defensive back is the No. 409 recruit in the country, per the 247Sports Composite rankings.
The Bulldogs and coach Kirby Smart would love to keep Williams home. Georgia has only one defensive back commitment in the 2027 recruiting class, so the Dawgs are looking to add more. Georgia has 19 total commitments in the 2027 cycle including one from four-star safety Adryan Cole. Georgia has America's No. 12 recruiting class.
Clemson is not quite as desperate for defensive back commitments as Georgia. The Tigers have five commitments in the secondary. Clemson has made Williams a priority. Clemson has invested a lot of time and resources into recruiting Williams, but it appears that may not be enough. Clemson and coach Dabo Swinney have the No. 13 recruiting class in the country. The Tigers have 25 commitments.

#tigers
jumpkak
6 days ago
The now all-but-certain appointment of Andrea Pirlo as the new head coach of the national team raises a question: "Why him, exactly?" It's a fair question. More than fair, in fact—it's necessary.
Because his CV is hardly dazzling, his profile has deflated the fans' excitement, and now it seems as if everything is already being written off before it has even begun. But there is more sense in this choice than people think, regardless of how it ends.
A month ago, Andrea Pirlo claimed that he has always "achieved the objectives set for him": 4th place with Juventus, the playoffs with Sampdoria, 7th place with Fatih Karagümrük (though in reality he was sacked while in 9th place), and then promotion from the UAE Serie B by finishing 2nd.
That really is quite an impressive résumé—if you read it backwards. Because read left to right, it looks like the story of Benjamin ***** on: it starts where most careers end and then develops in reverse, all the way back to having to learn the ropes in lower divisions, even in minor leagues.
But in the middle, we never saw him at his physical peak: where is Andrea Pirlo's prime? It never happened. Not yet, at least.

#pirlo #even #juventus #sampdoria
hardly_rocket_buffer
6 days ago
They may not be world champions, but Les Bleus are kings of the small screen! The FFF has revealed the French national team's digital figures during the 2026 World Cup. With more than 10 million additional subscribers and 69 million followers in total, France is the most-followed national team on social media.
To say Thursday's friendly between Hoffenheim and SV Massenbachhausen was one-sided would almost be an understatement. Final score: 21-0.
A ridiculous scoreline that already makes Hoffenheim the big favorite to win the Bundesliga… Bayern better watch out!
And here are the images of the carnage...
Ruled out of the World Cup with Slovenia, Manchester United striker Benjamin Šeško appears to have used the break to bulk up. The image of his physical transformation quickly went viral on social media.

#Social #france
wodvz
6 days ago
The director of the country's premier American history museum said she has no regrets about any of the museum's exhibits during her tenure after an expert confronted her with a "shocking" display that he said smeared Founding Father Benjamin Franklin.
Smithsonian National Museum of American History Director Anthea Hartig faced intense questioning from lawmakers during two Capitol Hill hearings this week. The hearings followed a White House Domestic Policy Council report accusing the museum of using taxpayer dollars and its status as a world-renowned institution to advance a "radical activist ideology."
During a House hearing Tuesday, Heritage Foundation expert Mike Gonzalez testified that a multiyear special exhibit, "The Electric Dr. Franklin," included a display that "pondered whether he had ever done experiments, electrical electroshock on indentured servants or slaves."
Watch: Smithsonian Director Pressed On Woke Exhibits: 'Is Mickey Mouse Racist?'
Gonzalez testified that the display included this suggestion "without producing any evidence whatsoever," which he called "shocking."

#director #american #franklin #exhibits
fluxery
8 days ago
Giverny Capital ******* et Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500's 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock appreciation and earnings growth is strong; Benjamin Graham described the market as a "voting machine" in the short term and a "weighing machine" in the long term. Despite the S&P 500's 10.2% rise in the first half of the year, 210 stocks lost value, indicating market anomalies. High-quality earnings compounders that benefit from AI capabilities are likely to maintain their competitive edge. Recently, the market has increasingly chased momentum. Tech giants are taking advantage of the optimism of investors amid fears of an AI bubble. Despite strong profit margins, reliance on "moonshot" investments raises sustainability concerns. The author recommends investing in both emerging tech leaders and established firms. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Giverny Capital ******* et Management highlighted Arista Networks, Inc. (NYSE:ANET) as one of its leading performance contributors. Arista Networks, Inc. (NYSE:ANET) is a high-speed switching and cloud networking solutions provider for hyperscale users. On July 21, 2026, Arista Networks, Inc. (NYSE:ANET) closed at $174.58 per share, reflecting a market capitalization of $219.82 billion. Arista Networks, Inc. (NYSE:ANET) posted a one-month return of 7.94%, while its shares gained 54.44% over the past 52 weeks.
Giverny Capital ******* et Management stated the following regarding Arista Networks, Inc. (NYSE:ANET) in its Q2 2026 investor update:
"Our two largest positions are Alphabet and Arista Networks, Inc. (NYSE:ANET), which I believe have strong positions in the emerging AI economy. Arista is the leading provider of networking equipment for hyperscale data centers. As AI traffic grows exponentially, data center owners increasingly need signal to move seamlessly not only within a given data center, but between data centers. The demands on the routers and switches that direct the flow of traffic are considerable. As the most sophisticated networking provider, Arista's growth may accelerate in coming years. As for portfolio activity for the quarter, we trimmed Alphabet and Arista. We sold about 20% of our position in Arista in April in two tranches at an average price of about $160. The stock finished the quarter higher than our sale price. Arista and Alphabet remain our largest positions as of June 30. The valuations on both are high enough that future returns likely will be lower than we're used to, even if the businesses continue to grow."

#NYSE #anet #capital
madlyna
8 days ago
Giverny Capital ******* et Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500's 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock appreciation and earnings growth is strong; Benjamin Graham described the market as a "voting machine" in the short term and a "weighing machine" in the long term. Despite the S&P 500's 10.2% rise in the first half of the year, 210 stocks lost value, indicating market anomalies. High-quality earnings compounders that benefit from AI capabilities are likely to maintain their competitive edge. Recently, the market has increasingly chased momentum. Tech giants are taking advantage of the optimism of investors amid fears of an AI bubble. Despite strong profit margins, reliance on "moonshot" investments raises sustainability concerns. The author recommends investing in both emerging tech leaders and established firms. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Giverny Capital ******* et Management highlighted Installed Building Products, Inc. (NYSE:IBP). Installed Building Products, Inc. (NYSE:IBP) is a construction company that engages in the installation of insulation for residential and commercial builders. On July 21, 2026, Installed Building Products, Inc. (NYSE:IBP) closed at $222.09 per share. One-month return of Installed Building Products, Inc. (NYSE:IBP) was -0.54%, and its shares gained 6.77% over the past 52 weeks. Installed Building Products, Inc. (NYSE:IBP) has a market capitalization of $5.98 billion.
Giverny Capital ******* et Management stated the following regarding Installed Building Products, Inc. (NYSE:IBP) in its Q2 2026 investor update:
"This push and pull between greed and fear creates itchy trigger fingers. Installed Building Products, Inc. (NYSE:IBP), reported mildly disappointing earnings and lost 28% of its value. IBP's primary business is installing fiberglass insulation into new home construction, and it has a large presence in the Northeast. Home construction overall is sluggish, and the Northeast had its harshest winter in years, making construction delays common. IBP's weaker volumes were not surprising, but the stock cratered. We expect IBP's shrewd management will respond to the lower valuation by buying back stock."

#building #management #construction
Cool
8 days ago
Giverny Capital ****** et Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500's 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock appreciation and earnings growth is strong; Benjamin Graham described the market as a "voting machine" in the short term and a "weighing machine" in the long term. Despite the S&P 500's 10.2% rise in the first half of the year, 210 stocks lost value, indicating market anomalies. High-quality earnings compounders that benefit from AI capabilities are likely to maintain their competitive edge. Recently, the market has increasingly chased momentum. Tech giants are taking advantage of the optimism of investors amid fears of an AI bubble. Despite strong profit margins, reliance on "moonshot" investments raises sustainability concerns. The author recommends investing in both emerging tech leaders and established firms. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Giverny Capital ****** et Management highlighted AAON, Inc. (NASDAQ:AAON). AAON, Inc. (NASDAQ:AAON) designs and manufactures high-efficiency air conditioning and heating equipment. On July 21, 2026, AAON, Inc. (NASDAQ:AAON) closed at $105.61 per share, reflecting a market capitalization of $8.65 billion. AAON, Inc. (NASDAQ:AAON) posted a one-month return of -19.75%, while its shares gained 34.11% over the past 52 weeks.
Giverny Capital ****** et Management stated the following regarding AAON, Inc. (NASDAQ:AAON) in its Q2 2026 investor update:
"This push and pull between greed and fear creates itchy trigger fingers. In May, we had a single day in which one of our holdings, AAON, Inc. (NASDAQ:AAON), reported strong earnings and saw its stock rise 31%, AAON has a terrific business unit that makes cooling systems for data centers, where demand is strong. Upward we go! [Reality check: AAON subsequently gave back a fair amount of the one-day increase.]"
AAON, Inc. (NASDAQ:AAON) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 30 hedge fund portfolios held AAON, Inc. (NASDAQ:AAON) at the end of the first quarter, compared to 36 in the previous quarter. While we acknowledge the potential of AAON, Inc. (NASDAQ:AAON) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

#NASDAQ #management #asset #strong
zohg3h
8 days ago
Giverny Capital ***** et Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500's 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock appreciation and earnings growth is strong; Benjamin Graham described the market as a "voting machine" in the short term and a "weighing machine" in the long term. Despite the S&P 500's 10.2% rise in the first half of the year, 210 stocks lost value, indicating market anomalies. High-quality earnings compounders that benefit from AI capabilities are likely to maintain their competitive edge. Recently, the market has increasingly chased momentum. Tech giants are taking advantage of the optimism of investors amid fears of an AI bubble. Despite strong profit margins, reliance on "moonshot" investments raises sustainability concerns. The author recommends investing in both emerging tech leaders and established firms. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Giverny Capital ***** et Management highlighted JPMorgan Chase & Co. (NYSE:JPM). JPMorgan Chase & Co. (NYSE:JPM) is a leading financial services company that provides financial, commercial, ***** et and wealth management as well as investment banking services. On July 21, 2026, JPMorgan Chase & Co. (NYSE:JPM) closed at $345.23 per share, reflecting a market capitalization of $917.69 billion. JPMorgan Chase & Co. (NYSE:JPM) posted a one-month return of 3.53%, while its shares gained 16.33% over the past 52 weeks.
Giverny Capital ***** et Management stated the following regarding JPMorgan Chase & Co. (NYSE:JPM) in its Q2 2026 investor update:
"Roughly 40% of the Index outperforming the average and 60% underperforming is not so unusual, but two-thirds of that lagging group underperforming by more than 10 percentage points seems like a lot. Even this level of dispersion might make sense if most of the earnings growth in the Index was concentrated in the 200 stocks that were up double digits. This is not the case. We own Index constituents such as Charles Schwab, JPMorgan Chase & Co. (NYSE:JPM), Mastercard and Progressive Corp. that continue to grow their earnings per share at healthy rates and in some cases at higher rates than usual, but whose stock prices are lagging. JP Morgan has compounded earnings in the low teens over the past decade, with growth accelerating recently, but the stock lags the market this year."

#chase #management
kmzwolm_xavyuzu
8 days ago
Giverny Capital **** et Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500's 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock appreciation and earnings growth is strong; Benjamin Graham described the market as a "voting machine" in the short term and a "weighing machine" in the long term. Despite the S&P 500's 10.2% rise in the first half of the year, 210 stocks lost value, indicating market anomalies. High-quality earnings compounders that benefit from AI capabilities are likely to maintain their competitive edge. Recently, the market has increasingly chased momentum. Tech giants are taking advantage of the optimism of investors amid fears of an AI bubble. Despite strong profit margins, reliance on "moonshot" investments raises sustainability concerns. The author recommends investing in both emerging tech leaders and established firms. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Giverny Capital **** et Management highlighted Alphabet Inc. (NASDAQ:GOOGL). Alphabet Inc. (NASDAQ:GOOGL), the parent company of Google, offers various platforms and services, including online search and advertising, cloud solutions, and artificial intelligence, and is a significant contributor to the Strategy's performance. On July 21, 2026, Alphabet Inc. (NASDAQ:GOOGL) closed at $347.15 per share, reflecting a market capitalization of $4.22 trillion. Alphabet Inc. (NASDAQ:GOOGL) posted a one-month return of 0.54%, while its shares gained 82.49% over the past 52 weeks.
Giverny Capital **** et Management stated the following regarding Alphabet Inc. (NASDAQ:GOOGL) in its Q2 2026 investor update:
"Our two largest positions are Alphabet Inc. (NASDAQ:GOOGL) and Arista, which I believe have strong positions in the emerging AI economy. Alphabet has a near monopoly in search, a robust cloud data center business, a leading computer chip used in AI data centers, a highly profitable **** et in YouTube and the premier autonomous driving platform in Waymo. It has built a tremendous collection of **** ets.
As for portfolio activity for the quarter, we trimmed Alphabet and Arista. We sold 17% of our position in Alphabet in April at about $380. Management subsequently sold $80 billion of stock in a secondary offering at $350 to raise money to fund more investment in data centers. I feel we did the responsible thing in trimming Alphabet as it got to nearly 12% of our portfolio. Arista and Alphabet remain our largest positions as of June 30. The valuations on both are high enough that future returns likely will be lower than we're used to, even if the businesses continue to grow."

#googl #management #Portfolio
qletzjmggcfyfp
8 days ago
EXCLUSIVE - Far-left Democratic congressional candidate Oliver Larkin of Florida says he supports abolishing the U.S. Senate, agrees with socialist New York City Mayor Zohran Mamdani that Israeli Prime Minister Benjamin Netanyahu should be arrested during his upcoming trip to the U.S., and refers to Israel's ruling coalition as a "religious supremacist regime."
Larkin, who is challenging Democratic Rep. Jared Moskowitz in next month's Florida primary, is one of just four congressional candidates endorsed by the Democratic Socialists of America (DSA).
The 33-year-old Larkin, a veteran of progressive champion Sen. Bernie Sanders' 2016 Democratic presidential campaign, is also the only DSA-endorsed House candidate running in one of the roughly two dozen key swing districts that will determine if Republicans hold onto their razor-thin majority in the midterm elections.
Moskowitz, who is running for re-election in Florida's newly redrawn 25th Congressional District, a Broward County-anchored seat in the southeastern corner of the red-leaning state, is heavily supported by the Democratic Congressional Campaign Committee (DCCC). He currently holds a polling and fundraising lead over Larkin.
Midterm Battle For The House: Check Out The Fox News Power Rankings

#midterm
6M0koBCzcTfZImlQ
8 days ago
Serie A side Roma have now definitively missed out on Crysencio Summerville but are now ready to push forward for Leipzig’s Antonio Nusa.
La Gazzetta dello Sport that Gian Piero Gasperini is desperate for an attacking signing and Nusa is now the chosen target. An emergency meeting has been held at the club during which initial contact has been made for the Norway international.
They have spoken directly with Leipzig and haven’t used too many intermediaries. The German side made it clear that they want €60 million and would go down to only €55 million. That’s their take it or leave it response.
Roma believe Nusa’s salary is well within their reach. Newcastle United and ****** nal are interested but luckily for Roma, they haven’t made any moves yet. As a result, sporting director TOny D’Amico is expected to speak to the Friedkin ownership about making a formal offer as soon possible. If things don’t work out Benfica’s Andreas Schjelderup and Cologne’s Said El Mala are alternative options.
It feels like any move from Roma would have to see them make an extra financial effort. Leipzig have always been very expensive sellers and the Giallorossi would have to meet the standards set by the sales of Benjamin Sesko and the incoming exit of Yan Diomande.

#side #serie
vaGueLY
8 days ago
CNN legal ****** yst Elie Honig called out New York City Mayor Zohran Mamdani on Monday for saying he was looking at whether the city's authorities could arrest Israeli Prime Minister Benjamin Netanyahu if he visits.
"So, Elie, give us a reality check here. Can Mamdani have Netanyahu arrested?" CNN's Brianna Keilar asked Honig.
"Absolutely not. It is utterly ridiculous for the mayor of New York City to even suggest that he might have the authority to order the arrest of Benjamin Netanyahu or any visiting foreign head of state. First of all, the mayor of New York City has zero law enforcement authority. He does not tell the Manhattan D.A., the NYPD, who to arrest, who to indict," Honig responded.
Honig noted that the U.S. was not a signatory to the International Criminal Court (ICC), and therefore the arrest warrant the ICC issued for Netanyahu has no impact here.
Mamdani's 'Deranged' Israel Take Resurfaces As He Targets Netanyahu

#city #arrest
h1rdlybOld
9 days ago
Giverny Capital **** et Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500's 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock appreciation and earnings growth is strong; Benjamin Graham described the market as a "voting machine" in the short term and a "weighing machine" in the long term. Despite the S&P 500's 10.2% rise in the first half of the year, 210 stocks lost value, indicating market anomalies. High-quality earnings compounders that benefit from AI capabilities are likely to maintain their competitive edge. Recently, the market has increasingly chased momentum. Tech giants are taking advantage of the optimism of investors amid fears of an AI bubble. Despite strong profit margins, reliance on "moonshot" investments raises sustainability concerns. The author recommends investing in both emerging tech leaders and established firms. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Giverny Capital **** et Management highlighted The Progressive Corporation (NYSE:PGR). The Progressive Corporation (NYSE:PGR) is a leading auto insurer in the United States offering personal autos and special lines products. On July 20, 2026, The Progressive Corporation (NYSE:PGR) closed at $212.23 per share. The one-month return of The Progressive Corporation (NYSE:PGR) was -1.60%, and its shares lost 14.21% over the past 52 weeks. The Progressive Corporation (NYSE:PGR) has a market capitalization of $123.39 billion.
Giverny Capital **** et Management stated the following regarding The Progressive Corporation (NYSE:PGR) in its Q2 2026 investor update:
"Roughly 40% of the Index outperforming the average and 60% underperforming is not so unusual, but two-thirds of that lagging group underperforming by more than 10 percentage points seems like a lot. Even this level of dispersion might make sense if most of the earnings growth in the Index was concentrated in the 200 stocks that were up double digits. This is not the case. We own Index constituents such as Charles Schwab, JP Morgan, Mastercard and The Progressive Corporation (NYSE:PGR) that continue to grow their earnings per share at healthy rates and in some cases at higher rates than usual, but whose stock prices are lagging.
The consensus of Wall Street **** ysts says Progressive will report lower earnings this year than last, as auto insurance rates are in decline after years of rate inflation. Progressive's growth rate is indeed slowing, but for the first half of 2026 its EPS rose 7%. Despite this, the share price dropped 4% for the first half of the year. We added to our position in June. For the first time in years, Progressive has been buying back its stock."

#progressive #capital
bIBztlzbDYeZ
9 days ago
Giverny Capital ***** et Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500's 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock appreciation and earnings growth is strong; Benjamin Graham described the market as a "voting machine" in the short term and a "weighing machine" in the long term. Despite the S&P 500's 10.2% rise in the first half of the year, 210 stocks lost value, indicating market anomalies. High-quality earnings compounders that benefit from AI capabilities are likely to maintain their competitive edge. Recently, the market has increasingly chased momentum. Tech giants are taking advantage of the optimism of investors amid fears of an AI bubble. Despite strong profit margins, reliance on "moonshot" investments raises sustainability concerns. The author recommends investing in both emerging tech leaders and established firms. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Giverny Capital ***** et Management highlighted Mastercard Incorporated (NYSE:MA). Mastercard Incorporated (NYSE:MA) is a leading global payment technology company provides transaction processing and other payment-related products and services. On July 20, 2026, Mastercard Incorporated (NYSE:MA) closed at $547.44 per share, reflecting a market capitalization of $483.71 billion. Mastercard Incorporated (NYSE:MA) posted a one-month return of 11.06%, while its shares lost 2.99% over the past 52 weeks.
Giverny Capital ***** et Management stated the following regarding Mastercard Incorporated (NYSE:MA) in its Q2 2026 investor update:
"Roughly 40% of the Index outperforming the average and 60% underperforming is not so unusual, but two-thirds of that lagging group underperforming by more than 10 percentage points seems like a lot. Even this level of dispersion might make sense if most of the earnings growth in the Index was concentrated in the 200 stocks that were up double digits. This is not the case. We own Index constituents such as Charles Schwab, JP Morgan, Mastercard Incorporated (NYSE:MA) and Progressive Corp. that continue to grow their earnings per share at healthy rates and in some cases at higher rates than usual, but whose stock prices are lagging.
Similarly, Wall Street ***** ysts expect Mastercard to compound EPS by 15% over the next few years, roughly the same rate as the past 20 years. The stock was down 10% in the first half of 2026 and has lagged the Index over the past five years."

#incorporated #index #asset
rawuwutuju83
9 days ago
Giverny Capital ***** et Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500's 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock appreciation and earnings growth is strong; Benjamin Graham described the market as a "voting machine" in the short term and a "weighing machine" in the long term. Despite the S&P 500's 10.2% rise in the first half of the year, 210 stocks lost value, indicating market anomalies. High-quality earnings compounders that benefit from AI capabilities are likely to maintain their competitive edge. Recently, the market has increasingly chased momentum. Tech giants are taking advantage of the optimism of investors amid fears of an AI bubble. Despite strong profit margins, reliance on "moonshot" investments raises sustainability concerns. The author recommends investing in both emerging tech leaders and established firms. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Giverny Capital ***** et Management highlighted Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM). Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the world's leading contract chip manufacturer, producing advanced semiconductors for major global technology companies. On July 20, 2026, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) closed at $402.30 per share. One-month return of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) was -4.25%, and its shares gained 78.11% over the past 52 weeks. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) has a market capitalization of $1.86 trillion.
Giverny Capital ***** et Management stated the following regarding Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) in its Q2 2026 investor update:
"Our fourth-largest position is Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), which is up nearly 100% since we bought it last summer. TSMC is the primary supplier of leading-edge computer chips for nearly every major technology company, from Nvidia to Broadcom to Apple. Its growth is also accelerating, with June revenue up 68% from a year earlier."
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is in 6th position on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 234 hedge fund portfolios held Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) at the end of the first quarter, up from 224 in the previous quarter. In Q1 2026, Taiwan Semiconductor Manufacturing Company Limited's (NYSE:TSM) revenue increased 6.4% (in U.S. dollar terms) sequentially to $35.9 billion, exceeding the guidance. While we acknowledge the potential of Taiwan Semiconductor Ma
pfg8zuY
9 days ago
Giverny Capital ****** et Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500's 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock appreciation and earnings growth is strong; Benjamin Graham described the market as a "voting machine" in the short term and a "weighing machine" in the long term. Despite the S&P 500's 10.2% rise in the first half of the year, 210 stocks lost value, indicating market anomalies. High-quality earnings compounders that benefit from AI capabilities are likely to maintain their competitive edge. Recently, the market has increasingly chased momentum. Tech giants are taking advantage of the optimism of investors amid fears of an AI bubble. Despite strong profit margins, reliance on "moonshot" investments raises sustainability concerns. The author recommends investing in both emerging tech leaders and established firms. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Giverny Capital ****** et Management highlighted The Charles Schwab Corporation (NYSE:SCHW). The Charles Schwab Corporation (NYSE:SCHW) is a multinational financial services company that provides wealth management, securities brokerage, banking, ****** et management, custody, and financial advisory services. On July 20, 2026, The Charles Schwab Corporation (NYSE:SCHW) closed at $102.54 per share, reflecting a market capitalization of $178.33 billion. The Charles Schwab Corporation (NYSE:SCHW) posted a one-month return of 10.06%, while its shares gained 7.50% over the past 52 weeks.
Giverny Capital ****** et Management stated the following regarding The Charles Schwab Corporation (NYSE:SCHW) in its Q2 2026 investor update:
"Roughly 40% of the Index outperforming the average and 60% underperforming is not so unusual, but two-thirds of that lagging group underperforming by more than 10 percentage points seems like a lot. Even this level of dispersion might make sense if most of the earnings growth in the Index was concentrated in the 200 stocks that were up double digits. This is not the case. We own Index constituents such as The Charles Schwab Corporation (NYSE:SCHW), JP Morgan, Mastercard and Progressive Corp. that continue to grow their earnings per share at healthy rates and in some cases at higher rates than usual, but whose stock prices are lagging.
Schwab, for example, earned $4.87 per share in 2025 and the consensus of Wall Street ****** ysts calls for earnings per share, or EPS, of $7.62 in 2027. That would represent a two year growth rate of 56%, or 25% per year. As of June 30th, the shares were down 8% for the year and trading at $92.27, or 12 times the 2027 EPS estimate. The Index trades for more than 20 times the forward estimate. We
9z4LB7pZlF3
9 days ago
New York City socialist mayor Zohran Mamdani was widely mocked by conservatives on social media Tuesday after announcing that one of his campaign platforms, arresting Israeli Prime Minister Benjamin Netanyahu, isn't a tool he has at his disposal.
In a video post on X that was viewed over 36 million times, Mamdani called Netanyahu a "war criminal" while conceding that New York City could not enforce the International Criminal Court's warrant for the Israeli leader's arrest on its own despite the mayor saying he had looked at exploring avenues to do so.
Mamdani has often said on the campaign trail and as mayor that he wanted to arrest Netanyahu over what the mayor calls a "genocide" in Gaza.
While Mamdani's post was well received by many on the political left, conservatives on social media quickly mocked the mayor over the situation while taking issue with his determination to enforce the ICC warrant, which the United States government does not recognize.
Mamdani's 'Deranged' Israel Take Resurfaces As He Targets Netanyahu

#mayor #mamdani #york #conservatives
DCRqbKmdZA
9 days ago
Benjamin Hanson / Getty Images
RT_com / Via x.com
Related: "Nancy Mace Left A Meeting With Epstein Victims Crying, But Her Reason Has 1 Flaw"
PEACHYBLACKG0RL / Via x.com
JordanUhl / Via x.com

#hanson #related #nancy #meeting
2unFi2exva88He
9 days ago
CHICAGO (AP) — An active-duty soldier who was hit by a stray bullet during a shooting outside the White House announced on Tuesday that he plans to sue the Secret Service over his life-threatening injuries.
Pfc. Benjamin Del Real Jr., 25, was visiting the capital on May 23 and hoping to snap pictures with his sister and father outside the White House when a gunman opened fire. Secret Service fired back, killing the man, and a bullet struck Del Real in the stomach, causing serious injuries that required emergency surgery. Part of his digestive system had to be removed.
Del Real filed notice of a personal injury claim on Tuesday, saying he plans to sue for $25 million under the Federal Tort Claims Act. He accused the Secret Service of botching its response to the shooting and failing to adequately protect him and other bystanders, he and his lawyer, Joseph Murphy, said Tuesday at a news conference.
"I, my father and Benjamin all feared for our lives, and the moment that I saw Ben bleeding was undoubtedly the scariest moment of my life," said his sister, Sara Del Real.
The Secret Service has not said whether its agents fired the bullet that struck Del Real. The Metropolitan Police Department said earlier this summer that the ballistics on that bullet had not yet been returned. Metropolitan Police Department spokesman Lee Lepe said Tuesday the investigation is ongoing.

#real #secret #benjamin #police
rfhqhqlmjwh
9 days ago
Giverny Capital ****** et Management, LLC, an investment management company, recently published its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The model portfolio returned 13.70% this quarter, compared to the S&P 500's 15.20% return. YTD, the portfolio gained 5.89%, while the index increased by 10.21%. The long-term link between stock appreciation and earnings growth is strong; Benjamin Graham described the market as a "voting machine" in the short term and a "weighing machine" in the long term. Despite the S&P 500's 10.2% rise in the first half of the year, 210 stocks lost value, indicating market anomalies. High-quality earnings compounders that benefit from AI capabilities are likely to maintain their competitive edge. Recently, the market has increasingly chased momentum. Tech giants are taking advantage of the optimism of investors amid fears of an AI bubble. Despite strong profit margins, reliance on "moonshot" investments raises sustainability concerns. The author recommends investing in both emerging tech leaders and established firms. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Giverny Capital ****** et Management highlighted AAON, Inc. (NASDAQ:AAON). AAON, Inc. (NASDAQ:AAON) designs and manufactures high-efficiency air conditioning and heating equipment. On July 21, 2026, AAON, Inc. (NASDAQ:AAON) closed at $105.61 per share, reflecting a market capitalization of $8.65 billion. AAON, Inc. (NASDAQ:AAON) posted a one-month return of -19.75%, while its shares gained 34.11% over the past 52 weeks.
Giverny Capital ****** et Management stated the following regarding AAON, Inc. (NASDAQ:AAON) in its Q2 2026 investor update:
"This push and pull between greed and fear creates itchy trigger fingers. In May, we had a single day in which one of our holdings, AAON, Inc. (NASDAQ:AAON), reported strong earnings and saw its stock rise 31%, AAON has a terrific business unit that makes cooling systems for data centers, where demand is strong. Upward we go! [Reality check: AAON subsequently gave back a fair amount of the one-day increase.]"
AAON, Inc. (NASDAQ:AAON) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 30 hedge fund portfolios held AAON, Inc. (NASDAQ:AAON) at the end of the first quarter, compared to 36 in the previous quarter. While we acknowledge the potential of AAON, Inc. (NASDAQ:AAON) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

#quarter #term

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