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Dear Reader,
If watching the frenzy around SpaceX left you thinking, 'Why did nobody show me a way in earlier?'... read this carefully.
History may be preparing to repeat itself.
The company is Anthropic, creator of Claude.
I am revealing that name because the REAL secret is not the company anymore.
Look at what is happening before the public listing even arrives.
CNBC reports that Riot Platforms has struck a 20-year agreement tied to Anthropic for 191 megawatts of data-center capacity. Reported value: $9.1 billion.
Money this large does not wait for the public to catch up.
Meanwhile, regular investors are being trained to wait.
Wait for the IPO filing. Wait for the television coverage. Wait for every broker, commentator and social-media account to scream the same name.
That is exactly when popularity becomes your enemy.
I refuse to wait for the stampede.
I found a publicly accessible vehicle that lists Anthropic as its largest holding, according to the promotion research. It is available through a regular brokerage and does not require accredited-investor status.
No one can promise Anthropic goes public on a specific date.
But I can tell you this:
If Anthropic becomes the next private-company obsession, waiting until everybody knows the ticker defeats the entire point of getting there early.
The window is open now. I do not expect it to stay quiet forever.
LEARN ABOUT THE BACKDOOR ANTHROPIC ACCESS
Good investing,
Alexander Green
Chief Investment Strategist, The Oxford Club
P.S. The crowd did not ignore SpaceX; it arrived too late to get easy access.
RIOT Platforms $9.1 billion deal with Anthropic is an infrastructure signal that the next frenzy may already be forming.
You can wait for everyone else to discover the backdoor, or you can move first.
3 Low-P/E Stocks That Look Cheap as the S&P 500 Trades Near Record Highs
Reported by Nathan Reiff. Article Posted: 8/23/2026.
Key Points
- Sohu.com, Onity Group and TriMas are trading at unusually low headline earnings multiples despite signs of underlying business strength.
- Each company has a different reason for looking cheap, from one-time accounting effects to operational or industry-specific pressures.
- For value investors, the key question is whether improving fundamentals can eventually outweigh the factors keeping these stocks discounted.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
Record highs in the S&P 500 may be good news for many investors, but perhaps not as much for value investors hunting for bargains as valuations become increasingly elevated. As a result, some of the market's biggest winners also have price-to-earnings (P/E) multiples far above their long-term averages, forcing value-focused investors to consider companies with valuations outside their comfort zones.
That doesn't mean deals don't still exist, however. While they may be increasingly rare, there are still high-quality firms trading at low P/E ratios. Rather than reflecting deteriorating business models, the low valuations of the companies below may present value opportunities with room to grow. Their expanding profitability suggests that they are solid investment targets priced below what they may ultimately be worth.
Sohu.com Shows a Unique Mix of Value and Underlying Strength
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See Garrett Goggin's top three potential gold buyout targets nowChinese internet and online gaming giant Sohu.com Inc. (NASDAQ: SOHU) trades at just 1.6 times earnings, making it one of the most attractive bargains in the electronic gaming and media space. Indeed, a multiple that low might deter some investors who assume profits are on the verge of collapsing. To the contrary, though, recent earnings suggest that the company's top- and bottom-line performance is trending in the opposite direction.
Revenue climbed about 7% year over year (YOY) in Q2 2026, driven by strength in Sohu.com's online gaming business. The same segment generated $55 million in operating profit for the quarter, underscoring its strong profitability. Sohu.com also materially improved its bottom line, reporting GAAP net income for the period compared with a sizable loss during the same period last year. While the bottom line benefited from a tax adjustment, the company's underlying operations were solid enough to exceed management's expectations.
With a healthy balance sheet that has supported noteworthy share repurchases in recent quarters, SOHU stock has plenty of reasons to continue its upward trend after already rising more than 7% over the last month.
Servicing Headwinds May Obscure Onity's Originations and Revenue Growth
Onity Group (NYSE: ONIT) is a mortgage loan servicer that has undergone a significant transformation in recent years, improving its servicing operations and expanding its reach. Despite a higher interest rate environment that could increase the value of mortgage servicing rights, ONIT shares are down more than 21% year to date (YTD).
One reason is that the company's servicing-adjusted pretax income declined significantly, dropping more than 60% YOY in the latest quarter amid changes in interest rates, geopolitical instability, market volatility and related factors. However, revenue climbed nearly a quarter YOY, while loan originations surged 64% over the same period to a record $15.5 billion in Q2 2026.
With a P/E ratio of about 2.3, ONIT shares trade at a valuation dramatically below the financial sector average of more than 29. This may explain why analysts see almost 52% in potential upside for the stock. While servicing headwinds remain, revenue and origination growth stand out.
TriMas Sees Profitability Wins Despite Top-Line Challenges
Trading at 1.6 times earnings, TriMas Corp. (NASDAQ: TRS) is an industrial company that makes a variety of packaging and other end products for clients across multiple industries. The company has flown under the radar even as it delivers steady earnings improvement. In the latest quarter, profitability gains included a 1.6% YOY increase in sales, a 29% boost to operating profit and a 180-basis-point improvement in operating margin. Combined with cost reductions and share repurchases, these gains have helped the company make meaningful progress in its bottom-line performance.
On the other hand, revenue struggles and margin difficulties in certain portions of TriMas' business have weighed on TRS shares, prompting a nearly 4% decline over the last month. Investor concerns about manufacturing demand amid broader economic uncertainty likely have not helped, but those concerns may already be priced in given the company's low P/E multiple.
TriMas raised the low end of its full-year adjusted earnings guidance to a range of $1.60 to $1.70 per share, while maintaining expectations for 3% to 6% sales growth and substantial operating margin improvement. If these forecasts prove accurate, the company may be positioned to reverse its recent share price dip and reignite a rally. Across Wall Street, three out of four analysts rate the shares a Buy, suggesting optimism about this potential trajectory.
Enova’s Earnings Surge Meets a Valuation Test
Reported by Peter Frank. Article Posted: 9/3/2026.
Key Points
- Enova International posted strong second-quarter results, with revenue up 21.6% and adjusted earnings per share rising 33% year-over-year, beating analyst estimates.
- Enova's pending $369 million acquisition of Grasshopper Bancorp would grant it a national bank charter, though it still needs approval from the OCC and Federal Reserve.
- Wall Street remains bullish on Enova with eight Buy and one Strong Buy rating, though its 88% one-year stock gain leaves limited upside to price targets.
- Special Report: Everyone wanted SpaceX. Smart money wants this.
Enova International (NYSE: ENVA) has been one of the top-performing financial stocks of the past year.
Through brands like CashNetUSA, NetCredit, OnDeck, Headway Capital, Simplic and Pangea, Enova lends to consumers and small businesses that traditional banks often turn away. That has been the source of its strength and, more recently, some unwanted attention.
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Get the stock name and ticker symbol free of charge todayThe company is also in the middle of the biggest deal in its history: a pending agreement to acquire Grasshopper Bancorp and give itself an actual bank charter.
With its lending business, the pending transaction and a long string of earnings beats, Enova is a financial growth stock that analysts rate as a solid Buy.
Earnings Growth Accelerates
The second quarter again proved its strength. Revenue for the three months rose 21.6% year over year (YOY) to $928.93 million, beating the $909.61 million analysts had modeled by roughly $19.3 million. Adjusted earnings per share came in at $4.31, topping the $3.99 consensus estimate and rising sharply from $3.23 a year earlier, a 33% increase.
On a GAAP basis, diluted earnings per share climbed to $4 from $2.86, while net income jumped 38% to $105.1 million from $76.1 million in the prior-year quarter. Adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) rose roughly 26% to about $255.8 million.
The company's net revenue margin, a key profitability gauge for online lenders, expanded to 61% from 58% a year earlier.
Loan Growth With Improving Credit Quality
The second quarter was not unusual. It was the company's eighth consecutive quarter of adjusted earnings-per-share growth above 30%. Consolidated loan originations grew 27% YOY to roughly $2.3 billion, helping push ending receivables up 28% to a record $5.5 billion.
At the same time, credit quality kept improving even as the loan book expanded. Consolidated net charge-offs fell to 7.3% from 8.1% a year earlier.
As a result, management raised full-year 2026 guidance to revenue growth of 20% to 25% and adjusted earnings-per-share growth of 30% to 35%.
Grasshopper Could Transform Enova
What has received a lot of attention recently is the bigger strategic story surrounding its pending purchase of Grasshopper Bancorp, the parent of Grasshopper Bank. If completed, the roughly $369 million cash-and-stock deal would give Enova a national bank charter for the first time. With access to Grasshopper Bank's deposits, the move could lower Enova's funding costs and allow it to hold more loans on its balance sheet instead of relying on securitizations and credit facilities.
Management has told investors that the deal should be more than 25% accretive once synergies fully mature. However, the deal still needs approval from the Office of the Comptroller of the Currency (OCC) and the Federal Reserve. Both companies expect it to close sometime in the second half of 2026.
Regulatory Approval Remains a Hurdle
Federal Reserve approval, more than the company’s balance sheet, is the lingering risk here. In May, it was reported that Senators Elizabeth Warren and Chris Van Hollen sent letters urging federal regulators to block the Grasshopper acquisition. They argued that, with a bank charter, Enova could originate loans nationwide at annual rates as high as 300% under looser state usury limits.
Because both the OCC and the Fed must approve the deal, the senators’ objections could carry weight, despite recent leniency by regulators in similar matters. However, if regulators delay or reject the deal, Enova could once again be viewed as a specialty lender rather than a future chartered bank.
Wall Street Remains Bullish
For now, though, Wall Street appears convinced that Enova’s future is bright. Of the nine analysts currently covering the stock, eight have assigned the company a Buy rating, and one has tagged it as a Strong Buy. With a consensus Buy recommendation, Enova has no Sell or Hold ratings at this time.
The average 12-month price target of $247.83 offers the stock only moderate upside, signaling that much of the optimism may already be priced in. Among the ratings, the highest price target is $280 per share, while the lowest is $200.
Indeed, much of that value has accrued over time. Enova is up 44% year to date and 88% over the past year. Over the past five years, the stock has climbed well over 500%.
Stock Gains Raise the Valuation Bar
Based on these figures, Enova's underlying business appears to be executing about as well as a specialty consumer and small-business lender can. Its revenue and profits are both climbing, credit quality is improving, and a possible bank charter could significantly lower funding costs.
Ironically, the risk is how well the stock has been performing. Shares are down nearly 15% after hitting highs in August. At some point, a prolonged run of this magnitude signals less and less room for surprises. The fate of the Grasshopper deal also matters, perhaps even more than a single quarter’s earnings.
The fact is that every company carries some degree of risk. Whether Enova’s risks are substantial remains to be seen.
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