Warren Buffett is sitting on $325 billion in cash – his largest hoard ever.
Not because he wants to – but because he can’t find value in the usual places.
Now, as US government spending spirals out of control, Buffett knows he’s losing billions of dollars to inflation.
That’s why I predict Buffett’s next investment will catch millions of people off guard.
It’s not another bank… railroad company… or more shares of Apple.
It’s a gold company. How do I know?
Because the math doesn’t lie:
You can buy the average gold developer for $30 and get back $13 a year —
That’s a 43% ROI annually.
Over 10 years, that’s $130 on a $30 investment.
Tell me where else Buffett can get that.
But there’s one specific miner Buffett likes best:
- It’s the best-managed major gold miner in the industry…
- Has massive cash flow…
- Is trading at a deep discount to fair value…
- Positioned at the heart of Trump’s new mining push…
Don’t wait for Buffett to reveal his position in his 13F filing on February 17th…
Right now, you have the chance to front-run the greatest investor of all time. Go here and I’ll give you the name and ticker – along with details on my top four small miners.
To your wealth,
Garrett Goggin, CFA, CMT
Chief Analyst & Founder, Golden Portfolio
P.S. A lot of investors write in to tell me how much they’ve made in Bitcoin. My reply? Good for you. First off, gold investing is cyclical. You really only want to own gold at one specific time in the cycle. That time is now. Second, the world’s governments are not buying Bitcoin. They’re betting on gold. All of them. Bitcoin (does anyone really know for sure the US government didn’t create it?) will be a good bet… until it isn’t. It may end up doing great. Or it may be eclipsed by any number of tech developments.
Meanwhile, gold will continue to do what it’s done for almost 6,000 years of recorded human history: Protect wealth through chaos. Go here if you want the name and ticker of Buffett’s likely gold play… and details on my top four miners
Investors Have WING. Do They Need a Prayer?
Reported by Thomas Hughes. Article Posted: 2/20/2026.
Key Points
- Wingstop is on track to accelerate growth in 2026 and sustain a robust capital return.
- High debt is offset by cash flow, coverage, and growth.
- Analysts are raising targets, leading this market toward record highs.
- Special Report: [Sponsorship-Ad-6-Format3]
Wingstop (NASDAQ: WING) investors got what they were hoping for in the Q4 2025 earnings release and the company's 2026 guidance. Q4 comps beat expectations, margins surprised to the upside, and guidance affirmed an outlook for acceleration.
The company now forecasts low-single-digit domestic comp growth and 15% global store-count growth. When combined with last year's roughly 20% increase in store count, that suggests consensus estimates could be conservative.
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The post-earnings price rebound may be the start of a larger move that could push the stock back toward record levels: an outperformance and bullish-revision cycle appears to be underway. Analyst activity ahead of the release was constructive, with upgrades and price-target revisions continuing up to the day before the report. Coverage expanded even as the share price declined.
The consensus Moderate Buy rating is firming, and price targets are converging around a level that implies more than 20% upside from current support. Reaching consensus targets would mark a six-month high and set the market up to retest all-time highs later in the year.
Wingstop Leans Into Store-Count Growth
Wingstop faced weak domestic comps in Q4 and across 2025 but largely offset that weakness with strong store-count expansion. The company reported an 8.6% year-over-year revenue gain and a 9.3% increase in systemwide sales despite a 5.8% decline in domestic comps.
Store count rose by 124 in the quarter, up about 20% on a full-year basis, and management expects unit growth to remain robust. That expansion should improve operational leverage as consumer habits evolve. Digital sales were another standout, up nearly 75%, underscoring the effectiveness of the Smart Kitchen initiative. Wingstop's Smart Kitchen is an AI-driven tool that organizes and prioritizes off-premise orders, cutting ticket times by as much as 50%.
Margins were a key catalyst for the stock price reaction. Investors had feared margin pressure but were relieved by the results. While adjusted net income was roughly flat year over year, adjusted EBITDA margin widened by about 950 basis points and both metrics beat forecasts. More importantly, adjusted EPS of $1.00 comfortably exceeded expectations and guidance for the current year is solid.
Aggressive Capital Return Underpins Wingstop's Outlook
Wingstop funds much of its growth with debt and is therefore moderately to highly leveraged. Still, strong margins and free cash flow provide coverage while allowing for sizable capital returns to shareholders. The dividend yield is modest—just under 0.5% as of mid-February—but the payout is conservatively covered (below 30% of earnings) and management expects double-digit dividend growth in the coming years.
The buyback program is the more significant form of capital return. Share count fell by roughly 4.9% in Q4 on an average basis and about 4.4% for the fiscal year, materially reducing outstanding shares. The one caveat is negative shareholders' equity, but that is largely offset by healthy cash flow and a positive growth outlook; the deficit could widen as buybacks continue to shrink share count.
Institutional activity shows investors buying into the company's growth, cash flow and capital-return story. MarketBeat data indicate a bullish institutional balance for six consecutive quarters, including Q1 2026. Buying accelerated to historical highs in 2025 as the stock price fell and looks on pace to set a new record in Q1 2026, supporting recent price action.
Institutions provide a strong base of support, owning a very large portion of the float and offering a meaningful tailwind with continued buying. The primary risk is relatively high short interest—around 14%—which could cap near-term gains. That said, a period of short covering could also help lift the stock over time.
Wingstop Confirms a Bottom With February Price Action
Wingstop's share price fell to long-term lows ahead of the report but rebounded sharply after the release. The move established support at a key level, aligned with prior lows, and suggests a strong potential for a sustained recovery. Price climbed above a cluster of EMAs that now act as critical support. If that support holds, WING shares are well positioned to move into the $320–$360 range—consistent with analyst estimates—ahead of the Q1 2026 earnings report scheduled for mid‑spring.
3 of the Most Highly Anticipated IPOs of 2026
Reported by Jordan Chussler. Article Posted: 2/23/2026.
Key Points
- This year, companies belonging to a broad range of sectors are preparing for public listings, including AI (Anthropic, OpenAI), aerospace (SpaceX), graphic design (Canva), and consumer goods (Liquid Death).
- Companies with massive global footprints are eyeing listings, including Anthropic, Discord, and Plaid, which combined have more than 1 billion users.
- Anthropic’s Claude LLM has contributed to its explosive financial growth, with an annual recurring revenue climbing from $1 billion in late 2024 to $14 billion in early 2026.
- Special Report: [Sponsorship-Ad-6-Format3]
Last year, the initial public offering (IPO) landscape was dominated by names operating in tech, and specifically fintech. This year, however, the companies rumored to be seeking public listings span multiple sectors.
Beyond ChatGPT maker OpenAI, which MarketBeat profiled in November, and Elon Musk-led SpaceX—both private companies preparing for public offerings—the roster also includes startups that are already household names.
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Professional and amateur designers are familiar with the graphic design platform Canva, which is rumored to be targeting an IPO in the second half of the year with a valuation in the $42 billion range.
Last August, the company reportedly reached that valuation after an employee share sale, a sign of strong investor interest that reflects rapid growth, more than 265 million monthly active users (MAUs), and a growing suite of AI-integrated design tools. Canva recently reported $4 billion in annual recurring revenue.
Liquid Death is another name to watch. In 2023, the company retained Goldman Sachs (NYSE: GS) to explore an IPO, and by the first quarter of 2024 the disruptive beverage maker's valuation reached an estimated $1.4 billion after a $67 million financing round. Ultimately, management decided market conditions were not ideal, but the company has returned to the spotlight this year as its popularity rises.
Some potential IPOs warrant a deeper dive. Here—in alphabetical order—are three of the biggest names investors should watch as rumors swirl about forthcoming listings.
Anthropic: A Public Benefit Corporation With an LLM Focus
If most people were asked to name the three most popular large language models (LLMs), they would likely mention OpenAI's ChatGPT, Alphabet's (NASDAQ: GOOGL) Gemini, and Anthropic's Claude.
Anthropic is a public benefit company (PBC)—an increasingly popular corporate structure that legally requires companies to balance for-profit aims with designated public benefits. Kickstarter and Patagonia are well-known examples of PBCs. Anthropic, however, appears poised to become a publicly traded company.
The company's LLM, Claude, has between 18 and 20 million MAUs. Anthropic also develops reliable and steerable AI models capable of advanced reasoning, coding, and even autonomous computer use.
One reason Anthropic might choose 2026 for an IPO is to capitalize on rapid growth. At the end of 2024, Anthropic had an annual run rate (ARR) of $1 billion. By late 2025, that figure rose to $10 billion, and this month its ARR sits at $14 billion.
Discord: From Gaming Niche to Global Communications Giant
Initially popular among gamers after its May 2015 debut, Discord surged during the pandemic as it rebranded from a gaming-focused app to a broader communication platform. Registered users grew from 11 million in 2016 to 350 million in 2021, and today the platform reports about 656 million users worldwide, including roughly 37% of Americans aged 18 to 34 who are active users.
The free platform lets users chat via voice, video, and text in real time within public or private "servers"—structured, persistent, and highly customizable community hubs that recall early internet chat rooms.
Available on Windows, macOS, Linux, iOS, Android, and web browsers, Discord integrates with services like Spotify (NYSE: SPOT), YouTube, Twitch, Xbox, PlayStation, and Patreon.
Discord's last funding round was in 2021. On Jan. 6, reports indicated the company confidentially filed for a 2026 IPO at a valuation of $15 billion.
Plaid: The Fintech Trend Continues
As noted earlier, 2025 was a big year for fintech startups going public. One of those names was Klarna (NYSE: KLAR), the global payments provider known for buy now, pay later (BNPL) solutions.
The fintech momentum could continue in 2026—not with a BNPL provider, but with Plaid. Plaid acts as an intermediary between financial institutions and account holders. Through Plaid, people's accounts on an estimated 7,000 apps and more than 12,000 financial platforms—including PayPal's (NASDAQ: PYPL) Venmo, Coinbase (NASDAQ: COIN), and Robinhood (NASDAQ: HOOD)—can establish secure, encrypted connections to verify account details, share data more accurately, and check balances instantly.
As of early 2026, more than 150 million global consumers use Plaid to connect their financial accounts to apps and institutions. In the United States alone, approximately one in every two adults uses the company's services. Founded in 2013, Plaid has become a backbone for many fintech applications.
In April 2025, Plaid completed a $575 million funding round led by global investment managers BlackRock (NYSE: BLK), Fidelity, and Franklin Templeton (NYSE: BEN), valuing the company at about $6.1 billion.
While that valuation is down from its 2021 peak of more than $13 billion—a result of the 2022 market correction and cooling fintech valuations—the company reported record revenue and positive operating margins in 2025.
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