Selected Barron's articles shared into the hub (a firm source, like WSJ — the author is named on each dated page; Avi Salzman's Barron's pieces predating this source live under avi-salzman). Archived for the argument and the securities, not the byline.
Leader in TTR-silencing siRNA with patent-protected growth to 2045 and an underappreciated pipeline; Giroux: 'if I were Merck or Lilly I'd buy it in a heartbeat' (~$80B win-win).
Diversity-of-compute winner as inference shifts spend toward ASICs/CPUs (Giroux); Black's caveat: 78x makes it one of two megacaps not reasonably priced.
Once hyperscalers clear chips/permits, the bottleneck moves to the network — best-in-class switching, expanding with Anthropic/Oracle; 35%+ EPS growth underpins 41x (Rossbach).
Autonomous-trucking leader at an 'imminent' AV inflection (FedEx, Volvo targets); Giroux's math: $20B revenue by 2035 at software margins — 'a 25-bagger.'
Listed MLB franchise at $3.3B vs the Angels' ~$4B sale; at 10x revenue + real estate − debt it's worth >$100/share vs ~$50; Malone 'store is always open' but patient — buy the cheaper nonvoting K shares (Bary).
Newly public (Jul 1) serial acquirer of undermanaged software apps run centrally at ~60% EBITDA margins; Ellenbogen sees ~30% FCF compounding, $45–55 target. No ticker given in the article yet.
Down 35% to €61 on China share loss, but ~9x trough EPS, 40% of book and ~€100/share of net cash + financial assets + finance-arm book; capex past the Neue Klasse peak, late-Sept capital day could lift payouts (Bary). ADR: BMWKY.
Pharma distributor whose highest-margin business (biosimilars) is the patent cliff's biggest beneficiary — Giroux sees EPS doubling in five years; one of the market's most defensive names.
The only large U.S. company producing oil in Venezuela — ~280,000 b/d via PdVSA JVs (a quarter of national output), guided +50% in two years and about to add Orinoco heavy-oil operations; the analysts' 'credible' track vs the unfunded 65-billion-barrel headline deal (Salzman).
65% U.S. food-delivery share with a physical Dasher-density moat AI can't disrupt; grocery inflecting, Deliveroo accelerating — Ellenbogen sees >$10 EPS in 2028 and ~$300 vs ~$188.
Second-order AI play: AlphaFold accelerates discovery but every AI protein needs wet-lab tools — Danaher sells the picks-and-shovels; 20x could re-rate to 25–30x (Ahlsten, $290+ target).
Barron's follow-up on a losing pick: over-shipping and the Iran-war scare hit it, but FY27 guide raised to +19% (~6 pts organic + rhode) with margin expansion; ~29x NTM vs 37x — 'don't give up' (Sonenshine).
Black's high-ROE/low-P/E cash machine: 11.7x ex-cash (14.1x ex-SBC) for 17–18% EPS growth, $4.56B of buybacks in 2¼ years; cheaper than Booking by more than the quality gap warrants.
Building-products distribution scale leader compounding 18%/yr under CEO Kevin Murphy; share gains in residential + commercial (data centers, HVAC) at 18x — Ellenbogen targets $300–350.
Industrial-gas 'nonregulated utility' on take-or-pay contracts; the space business (4x in 3 years, $1B by decade-end) is the kicker — Ahlsten's 11%+ compounder, $654 target.
Global luxury leader at 21x with the cyclical recovery delayed, not derailed — 'Louis Vuitton bags never go on sale, but the stock is on sale now' (Rossbach).
Barron's Stock Pick (Investor Circle, body gated): buy to profit from higher oil, plus a timely acquisition that adds production and improves profitability (Victor).
Fixed-cost glass turnaround as the whole industry cuts capacity; OBBBA tax flywheel converts cash > GAAP earnings into debt paydown — Witmer sees $25–30 in a couple of years.
Embedded ERP leader where AI is a net tailwind — cloud +27%, backlog +25%, half the base not yet on cloud; 14–18x after the software selloff — Cohen + Rossbach.
Barron's Stock Pick (Investor Circle, body gated): punished over the summer for a large acquisition since canceled — the stock is 'still cheap' (Root).
The largest private U.S. water operator and a French environmental-services giant (drinking water, wastewater, waste, energy) — pitched as the one stock to own worldwide water-scarcity + reshoring; FY25 ~$50.1B rev / $8B EBITDA, digesting the ~$15B Suez deal, expanding PFAS treatment and U.S. hazardous waste. Morgan Stanley Outperform.
Beat-and-raise quarter sold like a miss (worst day in ~5 yrs on 2.6% U.S. comps); FY28 EPS barely cut, <33x vs 35x 5-yr avg, Walmart+ and ads compounding, tariff refunds into price cuts — D.A. Davidson $132 (Rivas).
Hyperscaler FCF winner 2030–32 — its Graviton/ASIC silicon powers Anthropic's frontier models (Giroux, Roundtable); also a Veolia data-center water collaboration in Mississippi (Serwer).
The LLM leader: revenue ~$9B→>$50B in six months post-Opus 4.5, confidential IPO filing pending — the event that re-sorts AI ownership (Ellenbogen); built on Google/Amazon ASICs (Giroux); its funding chain is the ecosystem risk (Jain).
Named among Jain's major-oil buys in the worst oil crisis he's seen (Roundtable); also one of the European operators actually signing Venezuelan energy deals as the country re-opens (Salzman).
Spanish major (ADR REPYY) named alongside BP as a European operator making energy deals in Venezuela — evidence the re-opening is drawing real, capitalized Western operators (Salzman).
Fabs everyone's silicon — a diversity-of-compute winner as ASICs challenge GPUs (Giroux, Roundtable); also a Veolia water-services customer at its Phoenix complex (Serwer).
38x NTM vs a 16x decade average = ~230x the current data-center power business and ~70x its 2030 PEAK earnings while capacity floods in — 'this won't end well' (Giroux).
Betancourt's private Venezuelan #2 producer, leased 65 billion barrels with the U.S. taking 35% equity plus 20% of output at cost — but Washington puts in no capital, so the $100B program is unfunded; Pickering: economics 'pretty murky,' lenders balk at zero-profit off-take (Salzman).
Lost ~$39B on $13B revenue with losses growing; with Anthropic it underpins AI capex — the funding treadmill is the systemic risk if open-source (now ~2/3 of tokens) keeps winning (Jain).