Updated: August 3, 2026 | By Jenna Lofton, StockHitter.com Jenna’s Bottom Line Go check your watchlist right now. I’ll wait. How many tickers are on there? If the honest answer is somewhere north of 60 and you couldn’t tell me why half of them are there, congratulations, you don’t have a watchlist. You have a…
Updated: August 3, 2026 | By Jenna Lofton, StockHitter.com The Short Version: Palantir just posted its ninth consecutive earnings beat, revenue growth accelerating to 92.8%, and a Rule of 40 score of 155. That number should not exist. I checked twice. The stock had fallen 40% from its high heading into tonight purely on valuation…
Updated: August 2, 2026 | By Jenna Lofton, StockHitter.com Jenna’s Bottom Line Let’s play a quick game. You have two stocks. One is up. One is down. You need cash, so you have to sell something. If your gut says “sell the winner, keep the loser, it’ll come back,” congratulations, you have fallen for one…
Updated: August 2, 2026 | By Jenna Lofton, StockHitter.com Jenna’s Bottom Line Here’s an uncomfortable question: do you actually know what percentage of your portfolio is sitting in your single largest position right now? Not roughly. Exactly. Most investors don’t, and the ones who bought a mega-cap winner a few years ago are often sitting…
Updated: August 1, 2026 | By Jenna Lofton, StockHitter.com Jenna’s Bottom Line Quick gut check: when’s the last time you actually looked at your portfolio’s real allocation, not just the account balance? If the answer is “a while,” there’s a decent chance your carefully chosen 60/40 has quietly become something closer to 70/30 without you…
Updated: August 1st, 2026 | By Jenna Lofton, StockHitter.com Jenna’s Bottom Line Nobody has ever bragged at a party about their asset allocation, and honestly that’s the whole problem. Vanguard just flipped the sacred, decades-old 60/40 formula on its head, recommending 40/60 instead, and Morningstar’s diversified model has been quietly out-earning both of them for…
Updated: August 1, 2026 | By Jenna Lofton, StockHitter.com Jenna’s Bottom Line Let’s talk about the stock you spent three weeks researching, agonized over, and finally bought at exactly the wrong moment. Cute. It doesn’t matter nearly as much as you think it does. The most famous statistic in portfolio management, the one that claims…
Updated: July 31, 2026 | By Jenna Lofton, StockHitter.com Jenna’s Bottom Line A great earnings report and a rising stock price are not the same thing, and confusing the two is the single most common mistake I see investors make every earnings season. The headline EPS beat or miss tells you almost nothing on its…
Updated: July 31, 2026 | By Jenna Lofton, StockHitter.com Jenna’s Bottom Line Nebius just had the kind of month most companies wait a decade for. Nvidia quietly disclosed a 9.3 percent stake. The stock popped 19 percent in a single session. The company also locked in the neocloud sector’s first-ever GPU-backed debt facility. All of…
Updated: July 31, 2026 | By Jenna Lofton, StockHitter.com Jenna’s Bottom Line EV/EBITDA is the metric professional analysts and investment bankers reach for first, and retail investors reach for last. That gap exists because P/E is easier to understand, not because it is more accurate. Once you understand why debt distorts P/E, you will never…