Trending tickers: Palantir, Berkshire Hathaway, Lockheed Martin, Exxon Mobil and Bunzl

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• Palantir stock is very attractive at 50 times UBS's 2027 free cash flow estimates given 70% revenue growth in 2026 and mid-50% operating margins

  80% confidence

• After a couple of bruising years for the share price, Bunzl investors were handed a steadier, if hardly sparkling, set of results. Management's interventions in North America including leadership changes and cost controls appear to be paying off.

  80% confidence

• The push for additional military funding may now spread to the Middle East, with US contractors capturing much of that new business from the region which already accounts for a significant portion of their foreign military sales

  80% confidence

• The most immediate and tangible development affecting oil markets is the effective halt of traffic through the Strait of Hormuz, preventing 15 million barrels per day of crude oil from reaching markets. Unless de-escalation signals emerge swiftly, we expect a significant upward repricing of oil.

  80% confidence

• The market will take this as broadly positive for European defense stocks, though any move is likely to be driven more by sentiment than by changes to earnings estimates

  80% confidence

• For the most part, Bunzl remains a well-run if not currently well-regarded stock. The outlook provides little for the bulls to feed on. The market consensus of hold reflects investors' reticence to become involved until a sustained recovery is in evidence.

  80% confidence

• Higher oil and gas prices are almost certain, with prices possibly exceeding $100 per barrel if tanker flows through the Strait of Hormuz are not quickly restored

  80% confidence

• Palantir is facing a very strong demand backdrop as it sits at the intersection of AI and data spend. This investment ramp in AI models and data is occurring right now, with Palantir a clear AI winner

  80% confidence

• Investors should consider taking advantage of this -35% move off the peak for the premier growth story in software

  80% confidence

• In the current scenario, oil prices over US$100/bbl are possible if transit flows are not re-established quickly. The key question is when do vessels re-establish export flows.

  80% confidence

• Greg Abel will continue the culture Buffett built of financial strength and capital discipline

  80% confidence