Dear Reader,
Let me ask you...
Why did Buffett step down as the CEO of Berkshire Hathaway now?
You might have your own theory...
But a private research group with links to the FBI might make you think twice.
You see, Buffett didn't step down in 2008, when the banks collapsed (though he was already 78 years old by that point).
And he didn't retire in 2020, when the pandemic brought chaos to the markets (again, he was 23 years past retirement age by then).
No…
He's chosen 2026 as the time to finally hand over the reins.
How come?
Well, after analyzing over 3,000 stocks and 40,000 data points, our institutional research — which all of the top ten money managers in the world pay thousands to access — suggests the real reason the Berkshire CEO stepped away is because of a shockwave that is about to pulse through the market.
Make no mistake...
Massive gains—and huge losses—are coming in the next six months.
And it seems like Buffett knew.
...and learn about the one specific stock you should consider buying because of what's about to happen.
By the way, it won't cost you a cent to find out which stock it is—it's all revealed (including the ticker) in this presentation.
Best wishes,
Rob Spivey
Research Director, Altimetry
P.S. In his first letter to Berkshire shareholders, Greg Abel just cited one of the same sources of Buffett's stock picking inspiration as I do in this presentation — you'll be surprised by what it is.
After PSKY's $31 Bid, Could Netlfix Exit the WBD Bidding War?
By Leo Miller. Originally Published: 2/26/2026.
Key Points
- Warner Bros. Discovery says Paramount Skydance’s revised bid could lead to a superior proposal, even as it still recommends the Netflix deal for now.
- The higher offer price matters, but stronger equity backstopping to reassure lenders appears to be the bigger swing factor.
- Netflix stock’s rally suggests investors may prefer Netflix to step away rather than escalate the bidding.
- Special Report: [Sponsorship-Ad-6-Format3]
The Warner Bros. Discovery (NASDAQ: WBD) acquisition saga took another dramatic turn that the company itself may not have anticipated. After Netflix (NASDAQ: NFLX) agreed to a seven-day waiver period, which accelerated Paramount Skydance's (NASDAQ: PSKY) bidding process, PSKY has increased its offer. For the first time, Warner Bros. is signaling that Paramount's bid could prevail.
Paramount Sweetens the Pot With $31 Bid, Stronger Equity Backing
When WBD granted Paramount a one-week window to submit its best bid, management didn't sound as if it expected major changes. In announcing the waiver, WBD management said, "To be clear, our Board has not determined that your proposal is reasonably likely to result in a transaction that is superior to the Netflix merger." The company added, "We continue to recommend and remain fully committed to our transaction with Netflix." That stance now appears to be shifting.
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When the waiver period ended, Paramount increased its headline offer to $31 per share, up from $30. WBD's rhetoric changed: the company said Paramount's revised offer could reasonably be expected to lead to a "Company Superior Proposal." In short, WBD is reassessing PSKY's bid as potentially superior to Netflix's.
But the $1 price bump was not the primary factor behind the shift in WBD's view.
More importantly, Paramount made several concessions aimed at addressing WBD's concerns about deal certainty and financing risk.
Most critically, Paramount agreed to provide additional equity funding, as needed, to satisfy PSKY's lenders if debt markets or the combined company's fundamentals deteriorate. In practice, Paramount's owners — notably Oracle (NYSE: ORCL) founder Larry Ellison — would cover WBD in cash should debt financing dry up. That directly addresses WBD's earlier concern that PSKY's financing was less certain than Netflix's.
Netflix's bid also includes debt financing. However, Netflix holds nearly $9.1 billion in cash and equivalents and generated $9.46 billion in free cash flow over the last 12 months. By contrast, Paramount's figures are about $2.66 billion in cash and $308 million in free cash flow. Netflix's stronger cash position and operating scale made lender pullback less likely — but Larry Ellison's personal backing (with a net worth of over $190 billion) is the great equalizer for Paramount.
Netflix Shares Rally as Investors Anticipate a Retreat
Notably, WBD has not yet determined that Paramount's offer is superior. The board "continues to recommend in favor of the Netflix transaction and is not withdrawing or modifying its recommendation."
WBD is evaluating whether the Paramount deal is superior. If it concludes that it is, Netflix will have four days to negotiate a counteroffer.
In a telling market reaction, Netflix shares jumped roughly 6% after Paramount announced its updated bid. As Paramount's chances of winning WBD have risen, the market is signaling that investors believe Netflix walking away could be better for the company. Investors are now assigning a higher probability to Netflix exiting the deal rather than outbidding Paramount.
Before this reversal, Netflix shares had fallen about 20% since announcing the WBD acquisition, suggesting investors viewed the deal as a poor use of capital and possibly doubted Netflix's ability to sustain strong organic growth.
WBD Going Forward: Will Netflix Back Out or Pony Up?
For WBD shareholders, the greater risk today is that Netflix walks away. The expectation that NFLX and PSKY would keep escalating their offers drove much of WBD's rally. Paramount's improved offer is positive for shareholders, but without a sustained bidding war, upside will likely be limited.
Netflix could still counter and restart a bidding war, producing further gains. However, the move in Netflix's stock suggests investors see that as less likely. Any deal would also require regulatory approval, so either the Netflix or Paramount transaction could still be blocked. The outcome remains uncertain.
With WBD trading near $29 per share, further gains may be modest relative to recent moves. Conversely, Netflix stepping away or the Paramount deal collapsing could produce significant downside. These factors may lead some investors to consider locking in gains in WBD.
Uber and Joby Aviation Team Up: Game Changer or Hype?
Submitted by Jordan Chussler. Posted: 3/4/2026.
Key Points
- Joby is not expected to reach profitability until 2029 to 2031 as it invests heavily in scaling manufacturing and obtaining FAA certification.
- Last month, the company announced a strategic partnership with Uber that will allow users to reserve eVTOL rideshares through the latter company’s app.
- Despite a surprising revenue beat in Q4, Joby has an annual cash burn rate of approximately $500 million.
- Special Report: [Sponsorship-Ad-6-Format3]
An estimated 110 million Americans are stuck in rush-hour traffic every day; drivers in highly congested cities can lose as much as 100 hours per year to traffic.
That problem does not appear to be getting better. Traffic congestion is rising in 70 of the 100 largest U.S. cities. But if U.S. Federal Aviation Administration (FAA) approval works out for Joby Aviation (NYSE: JOBY), help could be on the way.
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The aerospace company is developing electric vertical takeoff and landing (eVTOL) aircraft for urban air mobility.
Joby’s mission is to provide zero-emission aerial rideshare services, combining the speed of helicopters with the cost-efficiency and environmental benefits of electric propulsion.
If that sounds a lot like the aviation version of what Uber Technologies (NYSE: UBER) offers, that’s because it is.
That alignment played a central role in the companies announcing a strategic partnership last month.
According to a press release, Uber Air will be powered by Joby, “giving riders a first look at how they’ll be able to book Joby Aviation all-electric air taxis directly in the Uber app.”
The announcement coincided with Joby’s release of full-year and Q4 2025 results. After gaining nearly 52% over the past year, here is what investors should know about the company as it transitions from a pre-revenue stage.
Q4 Earnings and Revenue Beats Stress the Need for Patience
When Joby reported on Feb. 25, it beat both top- and bottom-line estimates. Earnings per share (EPS) came in at -$0.14, beating analyst expectations of -$0.20, while revenue of $30.84 million easily surpassed expectations of $16.88 million.
Joby's trailing EPS is -$1.14, and analysts expect full-year EPS to worsen slightly next year, from -$0.69 to -$0.70 per share.
The Q4 revenue beat was largely driven by Joby’s acquisition of Blade Air Mobility's passenger business, which fueled year-over-year revenue growth of nearly 5,507%.
According to the company, “the acquisition provides Blade’s established network of terminals and loyal flyers in key markets like New York and in Southern Europe, positioning Joby for a faster entry into commercial service with its quiet [eVTOL] aircraft once certified.”
The operative term, however, is “once certified.” Joby has not yet begun commercial eVTOL operations as it continues to navigate FAA approval procedures.
Joby’s Profitability Timeline Is Concerning
The company is currently in the fourth stage of the five-stage FAA Type Certification process for its eVTOL aircraft and is targeting a launch of commercial services sometime in 2026, once the FAA confirms its aircraft.
Key milestones include Part 141 flight academy approval, Part 145 maintenance certification, and testing of FAA-conforming components. Because of these requirements and significant investments in scaling manufacturing, Joby is not expected to reach profitability until roughly 2029–2031. That expansion has produced an annual cash burn of about $500 million.
On the earnings call, founder and CEO JoeBen Bevirt provided a glimpse of the company’s near-term plans, saying it is “seeing unprecedented demand” for its forthcoming eVTOL services from governments, real estate developers, and infrastructure partners globally.
Bevirt added that Joby plans “to carry our first passengers this year in the UAE as part of our six-year exclusive access to the Dubai market, and here in the U.S., we expect the government's eIPP program to provide us with the opportunity to demonstrate our service in several locations also this year.”
While the profitability timeline may concern some investors, Joby is expanding both production capacity and its balance sheet. On Jan. 7, the company announced an agreement to acquire a second, 700,000-square-foot manufacturing facility in Dayton, Ohio, for $61.5 million to boost eVTOL production. The facility will support its 2027 production goals, including manufacturing four eVTOL aircraft per month.
Buyer Beware: Analysts Have Mixed Takes on Joby’s Future
Among the nine analysts covering JOBY stock, the consensus rating is Reduce, with only two analysts assigning a Buy. Yet the average 12-month price target of $13.81 implies more than 34% potential upside from current levels.
Institutional ownership remains below 53%, though inflows of $1.31 billion over the past 12 months have outpaced outflows of about $722 million. Institutional buying has slowed since its Q4 2024 peak, falling from $1.03 billion to just $273 million in Q4 2025.
Meanwhile, current short interest—which stands at 12.77%—warrants monitoring. That level represents nearly 79 million shares of the roughly 911 million shares outstanding, valued at about $779 million, though that dollar amount has declined from the record $1.06 billion of shorted shares in October 2025.
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