HeyJaredHarvey Stober
- Indexed articles, last 90 days
- 6
- Latest publication
- Sep 15, 2026
- Outlet visibility, for CNBC
- Top 5K sites
- Earliest in this view
- Jul 14, 2026
Latest articles
This AI play has an unshakeable moat, but has flown under the radar (opens the original)
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AI is driving Linde's revenue acceleration. Its top line growth rate is set to rise to at least 8% on the back of a record $11.1 billion project backlog and major supply agreements near semiconductor fabs. Linde has a defensive "take-or-pay" moat. About 30% of its gas revenue is sourced from on-site facilities that are shielded from macro cyclicality and inflation by 15- to 20-year contracts that enforce baseline take-or-pay guarantees and benefit from energy cost pass-throughs. Operating margin
What's next for oil refiners after an unprecedented run to all-time highs (opens the original)
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If you think high crude prices are a headache, look a little further down the energy value chain. For independent oil refiners, the stars have aligned into a once-in-a-generation bonanza. Refiners don't care what crude costs. They care about the crack spread, the margin pocketed by turning a barrel of oil into usable fuels and chemicals. Right now, those margins look like the ultimate holiday bonus, and the stocks of independent refiners are trading near all-time highs. The disconnect between re
After a sell-off, this medical device stock looks like a gift for patient investors (opens the original)
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Insulet is a high-quality compounder where a temporary execution issue is masking strong underlying fundamentals. Type 2 diabetes represents a major untapped market for the company and GLP-1 adoption potentially will expand rather than cannibalize the opportunity for Insulet's Omnipod insulin delivery system. The stock's valuation offers asymmetric upside, with a potential appreciation of more than 30% requiring only a modest re-rating to return to a level that is still well below historical mul
Many bought this stock to play the GLP-1 boom, but it has bigger opportunities to boost its share price (opens the original)
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Instead of betting on which single pharmaceutical company wins a drug race, West Pharmaceutical Services benefits as the industry grows by supplying the proprietary packaging that almost every injectable drug needs. West's high-margin products are essential for GLP-1 weight loss drugs like Ozempic and Zepbound as well as complex biologics, at a time when sales in both categories are booming. West is a proven compounding machine with fresh catalysts for growth. Following a temporary inventory slo
Buy the contractor before the renovation is complete: This stock's next growth phase is taking shape (opens the original)
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Danaher is a classic compounder waking from a pandemic-era destocking cycle that pressured profits. With bioprocessing demand beginning to recover, earnings are poised to accelerate. The recently completed Masimo acquisition adds another path to earnings growth as Danaher is known for its skilled management and proven efficiency protocols. Shares trade near the low end of historical multiples despite improving fundamentals and catalysts ahead. Think of Danaher as the best general contractor in t
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