THIS WEEK’S FOCUS
Most investors spend their days watching Apple, Nvidia, and Microsoft. The names everyone knows. The stocks that appear on every screener and every financial news segment. But some of the most interesting investment opportunities — the ones that quietly compound over a decade — hide in places most people never bother to look.
Saturday's video went hunting in the corner of the market most investors ignore entirely: small caps.
Also this week, the big banks reported record quarterly profits and household-name companies extended their dividend streaks yet again.
RECOMMENDED VIDEO
Three Small-Cap Companies, One Big Idea: Looking Where Others Don't
Saturday's video works through three small-cap companies that most investors have never analysed — and some have never heard of.
One of them has caught the attention of both Howard Marks and Seth Klarman, two of the most respected value investors in the world. Another has delivered returns of 774% over five years by doing almost nothing at all. And the third makes something you either dream about or have absolutely zero interest in.
Exactly the kind of overlooked territory where long-term investors have historically found their best returns.
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5 STORIES THAT MATTER THIS WEEK
Procter & Gamble raises its dividend for the 70th consecutive year.
Procter & Gamble raised its quarterly dividend by 3% on April 14 — its 70th consecutive annual increase. The company has paid dividends without break since 1890. Only a handful of companies on earth can claim a streak this long. A quiet reminder of what patient ownership of durable, unglamorous businesses looks like across generations.
Johnson & Johnson extends its own streak to 64 years.
Johnson & Johnson raised its quarterly dividend by 3.1% to $1.34 per share on April 14 — its 64th straight annual increase. The news came alongside a Q1 earnings beat, with revenue of $24 billion coming in ahead of expectations. JNJ now yields around 3.2%, nearly double the healthcare sector average. Consistency is underrated, and few companies have mastered it quite like this one.
JPMorgan Chase reports a record quarterly profit — with a cautionary footnote.
JPMorgan Chase reported $16.5 billion in net income for Q1 2026 on April 14, a new record that comfortably beat expectations. But alongside the headline number, the bank trimmed its net interest income outlook for the year ahead. Record earnings are encouraging. The guidance, however, is a useful reminder that even the world's most profitable bank cannot fully predict the conditions ahead of it.
Citigroup posts its highest quarterly revenue in a decade.
Citigroup reported its highest quarterly revenue in ten years on April 14. Under CEO Jane Fraser's ongoing restructuring, the bank's Services division grew 17% and Citi reaffirmed its full-year outlook. Turnaround stories take time — often far longer than investors expect. Citigroup's latest numbers suggest the one that has been underway here for several years is beginning to look real.
Berkshire Hathaway's shares are left behind as the S&P 500 touches a new record.
Berkshire Hathaway's shares were left behind on April 18 as the S&P 500 rallied to a fresh all-time high. With Greg Abel now serving as CEO and Warren Buffett stepping into the Chairman role, investors are quietly recalibrating what the post-Buffett era looks like. Berkshire's cash-heavy, non-tech portfolio naturally lags in momentum-driven markets. The question patient long-term investors are sitting with is whether that changes under Abel — and when.
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