An Interesting Investment Year So Far

We’re going through what could be described as one of the most interesting investment years, with the S&P 500 closing above 6,000 points on Friday and posting a return of +2.23% so far in 2025
And so much has happened in these first five and a half months
In April, the S&P was down -19% from its all-time highs, flirting with bear market territory
And yet, sentiment suddenly shifted, and now it’s eyeing new highs once again
Of course, many listened to our doomsayer friends and were left holding their investments, believing the market would drop even further.

Here are 3 companies that have aggressively bought back their shares over the past decade, reducing their total shares outstanding and boosting their earnings per share 👇

A. O'Reilly
Total Shares Outstanding: -41.5%
EPS: +345%

B. Domino's Pizza
Total Shares Outstanding: -31.2%
EPS: +381%

C. Lowe's
Total Shares Outstanding: -38.4%
EPS: +348%

Companies with a competitive advantage often also have pricing power
And provenly, such companies deliver excellent long-term returns, as they can grow their revenue without increasing their costs. This leads to significant profit growth
Here are 3 of them

A. American Express
Increases card fees every quarter

B. Ferrari
The average car now costs over $400,000

C. ASML ($ASML)
The average EUV machine costs over $189 million

TESLA

In a single day, Tesla's stock dropped by over 14%, wiping out $152 billion in market value — the biggest decline in the company’s history. And all of this happened within 24 hours of tension and... tweets.

Investors, already worried about slowing sales, rising competitive pressure, and Musk's divided attention between Tesla , SpaceX, and xAI, now have one more reason to lose sleep: the CEO’s unpredictable political clash with the most powerful person on the planet.
How stable can a company’s future be when its leadership is involved in a public feud that resembles a schoolyard spat with the President Of The United States?

Posted Using INLEO