The key to a $1.3T opportunity
A new real estate trend called co-ownership is revolutionizing a $1.3T market. Leading it? Pacaso. Led by former Zillow execs, they already have $110M+ in gross profits with 41% growth last year. They even reserved the Nasdaq ticker PCSO. But the real opportunity’s now. Until 5/29, you can invest for just $2.80/share.
This is a paid advertisement for Pacaso’s Regulation A offering. Please read the offering circular at invest.pacaso.com. Reserving a ticker symbol is not a guarantee that the company will go public. Listing on the NASDAQ is subject to approvals. Under Regulation A+, a company has the ability to change its share price by up to 20%, without requalifying the offering with the SEC.
Hundreds of investing and finance newsletters hit my (and maybe your) inbox every week. This is the best of the best.
This week:
🏠 Buyers Pull Back As Home Sales Slow
💰 Major Offloading By Palantir Management
🏛️ Asset Managers Scout Retirement Savings
💻 Intuit Outpaces Forecasts With Quarterly Win
🤔 2 stocks to consider
With how quickly the market and investment climate are changing right now, we can’t afford to not stay up to date. You can always read the latest and most relevant finance news & updates at FinanceWrapped.com.
🏠 Housing Market Shows Signs of Cooling
After more than a decade of almost uninterrupted growth, the US housing market appears to be cooling.
Major forecasters like Redfin and Zillow now expect median home prices to fall 1-1.4% this year. Here are all the reasons why it could become a buyer’s market (finally):
💰 Palantir Execs Cash Out $100+ Million
Palantir CEO Alex Karp has unloaded more than $50 million worth of company shares, with other executives collectively selling over $60 million more.
The transactions, primarily tied to tax withholding obligations for vesting stock, come as Palantir's valuation has surged dramatically, recently overtaking Salesforce to become one of the top 10 most valuable US tech companies. Read on to see if the sales were a “get out now signal” or something less menacing:
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🏛️ Private Equity Giants Target Retirement Savings
As President Trump's policies target elite university endowments, private equity giants are pivoting toward a new capital source: everyday retail investors.
This trend could collectively create headwinds for an industry that has historically relied on institutional capital, prompting firms to accelerate their push into 401(k)s and retail investment products. Here’s why private equity could be a “wild west” “black box” for retail investors, though:
💻 Intuit Shares Surge on Strong Earnings
TurboTax maker Intuit saw its stock jump more than 8% after reporting better-than-expected quarterly results that UBS analysts described as showing "eye-popping consumer strength."
The "One Big Beautiful Bill", backed by President Trump, would eliminate the IRS Direct File program, which competes directly with Intuit's core TurboTax business and had expanded to serve an estimated 30 million eligible taxpayers in 2025.
Stock ideas
Here are two of my favorites from this past week.
Analysis provided by public.com.
Remember to always DYOR.
Lakeland Fire + Safety (LAKE)
Bullish Case
Proven Leadership: New CEO Jim Jenkins previously executed a successful M&A strategy at Transcat (TRNS) that delivered 48% annualized returns.
Attractive Acquisition Strategy: The company is transitioning from industrial PPE to higher-margin fire safety gear and services.
Management Incentives: Executive compensation is tied to specific growth targets that would represent approximately 1.8x current EBITDA over the next 4-6 years.
Bearish Case
Tariff Pressures: Recent stock decline reflects concerns about tariff impacts, though management claims limited exposure with facilities across multiple countries.
Potential Dilution: Recent equity issuance raises concerns about future capital raising activities potentially diluting shareholder returns.
Nebius (NBIS)
Bullish Case
Accelerating Data Center Growth: Positioned well in Q1 in the expanding artificial-intelligence infrastructure market.
Valuable Strategic Investments: NBIS holds a 28% stake in ClickHouse (database software) valued at approximately $1.6 billion.
Compelling Valuation: With $1.5 billion in cash and no debt, NBIS trades substantially below comparable tech infrastructure companies.
Bearish Case
Capital Intensity: Higher-than-guided CapEx spend raises questions about the company's path to sustainable free cash flow generation.
Limited Analyst Coverage: With only three analysts covering the stock, market uncertainty and volatile price action may continue.
📚️ Recommended Reading
Here’s a list of newsletters that our readers enjoy, covering topics like:
📈 Investing
💰️ Wealth building
🎥 Entertainment
👨💻 Coding
✅ And more
Check them out here.
Disclosures
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Nothing above is financial advice