One investment is a fast-growing genetic testing company that’s now generating cash flow and has a scalable business model. The leading semiconductor foundry’s sales are booming on AI-led demand, but expanding cash-flow margins will be a challenge.
Source: https://www.fool.com/investing/2026/02/21/billionaire-stanle…
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Dutch Bros continues to deliver robust growth, posting 29.4% revenue and 7.7% same-store sales increases, outperforming expectations. BROS plans aggressive expansion, targeting 2,029 locations by 2029, implying a 15.6% CAGR, and recently acquired Clutch Coffee to accelerate market entry. Despite margin pressures from higher coffee prices and food expansion, BROS guides for only a 60bps margin drop in 2026, maintaining strong profitability.
Broadcom has a massive opportunity ahead with custom AI chips. UiPath has huge potential upside as its revenue starts to accelerate.
