The case for mid-teens annual returns for Best Buy in one picture. $BBY

Old Dominion is one of the largest U.S. LTL carriers and is widely viewed as the industry’s best operator based on service and execution. The stock could deliver mid-teens annual returns according to analysts' estimates. $ODFL

Twilio stock could have 25% upside today based on analysts' estimates. $TWLO

Planet Fitness stock could have 30% upside according to analysts' estimates. $PLNT

Derek Pilecki is one of the best investors you’ve never heard of. He launched Gator Capital, a Financials sector fund, 10 weeks before Lehman Brothers collapsed. Since then, it has compounded at 22% annually vs 12% for the S&P. He returned 186% in 2009. Here's how he did it:

Wix.com could deliver 20% annual returns over the next 5 years based on analysts' estimates. $WIX

GitLab could deliver 16% annual returns through 2029 based on analysts' estimates. $GTLB

Adobe looks good heading into 2026 $ADBE

Cheesecake Factory could be meaningfully undervalued today. Solid dividend, plus upside from international licensing and margin expansion. $CAKE

AMD looks undervalued heading into 2026 $AMD

Andreas Halvorsen has one of the most unconventional backgrounds for a hedge fund manager. He led a Norwegian Navy SEAL team before joining Tiger Global, then launched Viking Global in 1999. In 2008, Viking lost just 1.9%. Today, Viking is a $50B+ fund. Let’s dive in!

Zeta could rise 55% to $29/share and still trade well below its November 2024 high of $36. The business is expected to grow revenue north of 20% annually while operating margins expand toward the high teens, supporting solid earnings growth without requiring multiple expansion.

Analysts think $IREN could have 104% upside today, with an average price target of $82/share vs current price of $40/share.

Polen Capital loves buying long-term compounders. They increased their stake in Modine Manufacturing by 68% last quarter. Could be worth a look. $MOD is also a top 25 holding for Gabelli Funds

Hims could see low-double-digit annual returns through 2030, driven by continued revenue growth near 20% annually and steady margin expansion toward ~10% net income margins. The business benefits from a recurring subscription model, strong brand awareness, and operating leverage

Based on analysts' estimates, Snap could deliver 20% annual returns through 2030 driven by net margins rising to 18%. Snap would need to continue increasing ARPU + reinvest efficiently to pull this off. $SNAP

Farallon Capital went 22 years without a single down year. From 1986 to 2012, they returned 13.4% annually vs 9.5% for the S&P by pioneering absolute return investing. In 2005, they became the world's largest hedge fund. Let’s dive into their strategy and top stocks today!

$MELI trades at its lowest multiple in a decade and could be undervalued today.

$UPS looks like a potential rebound candidate heading into 2026. • ~$90–100B in steady annual revenue • Strong free cash flow and solid profitability • ~6–7% dividend yield while you wait • Stock down ~50% from ATH

$LYB is a stable mid-cap chemical company trading near cycle lows. • 12% dividend yield with 15 straight years of div growth! • One of the world’s largest plastics producers • Weak earnings today reflect a cyclical trough If the chemical market rebounds, the stock has real