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Hello there.
Hundreds of investing and finance newsletters hit my (and maybe your) inbox every week. This is the best of the best of finance from last week. Friday, we’ll cover tech, and next Monday, we’ll tackle policy.
This week, we’ve got…
📉 First Brands Falls From Grace
⚡️ Finance Quick Fix
🏬 Boomers are Keeping Retail Running
🎭 Winners & Losers
😆 Meme of the Week
📈 Top Stock Ideas
With how quickly the market and investment climate are changing right now, we can’t afford to fall behind. You can always read the latest and most relevant finance news & updates at FinanceWrapped.com.
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📉 The Canary in the Car Market
First Brands, the Ohio-based maker of filters and brakes, filed for Chapter 11 protection in late September with $11.6 billion in liabilities. Founder and CEO Patrick James has stepped down, replaced by restructuring veteran Charles Moore, who will oversee the sale process. The company’s debt binge over the past 15 years (built on acquisitions) finally caught up. Summary: this is a BAD look for private credit and all involved.
JP Morgan CEO Jamie Dimon recently pointed to auto bankruptcies as early signs of excess in corporate lending, and this one fits the pattern. The auto supply chain is cracking under the weight of cheap credit that’s no longer cheap. Investors holding high-yield auto debt or supplier stocks might want to check their exposure before the next wheel comes off.
Distressed-debt funds and restructuring specialists could be the quiet winners here, scooping up assets at fire-sale prices.
⚡️ Finance Quick Fix
US banking giants expect dealmaking to keep climbing as deregulation and lower interest rates fuel a rebound.
Private credit secondaries are drawing heavy demand as investors seek yield in volatile markets.
JPMorgan strategists say hedge funds remain cautious on equities despite record stock prices.
A billionaire hedge fund manager, Chris Hohn, has halted US political donations, with unease growing among financiers about the 2026 election cycle.
🏬 Boomers Keep the Lights On at Macy’s
Department stores may be passé for Gen Z, but boomers are keeping them alive. At Macy’s and Bloomingdale’s, most shoppers are over 45, drawn by perks like generous returns, free shipping, and personal stylists who still hand-deliver purchases. Meanwhile, younger consumers are glued to TikTok trends and online shopping.
Department stores with a luxury focus are actually thriving despite the generational shift. Macy's said it would close some of its namesake stores while opening more Bloomingdale's locations, targeting higher-income shoppers who've been less affected by inflation.
This generational divide creates clear opportunities: target luxury department store chains serving affluent older demographics over companies serving middle and lower-income consumers facing headwinds from rising costs.
🎭 Winners & Losers
A lot can happen in a week!
Let’s take a quick look at who struck gold and who struck out since our last issue:
🏆 Winners
Netflix, Inc. (NFLX): +4.95%
Broadcom Inc. (AVGO): +2.32%
Walmart Inc. (WMT): +2.26%
Oracle Corporation (ORCL): +1.87%
Palantir Technologies Inc. (PLTR): +0.26%
😞 Losers
🫡 Meme of the Day
📈 Stock ideas
Analysis provided by altindex.com.
Remember to always DYOR.
Marvell Technology $MRVL
Marvell Technology, Inc. is a leading semiconductor company specializing in the design, development, and manufacturing of mixed-signal and digital signal processing integrated circuits.
The signals:
Revenue: $2.01B. That’s a 5.85% increase QoQ and a 57.60% increase YoY
Net income: $195M. Up 9.50% QoQ and up 200.78% YoY
Short- and long-term positive price trend, but RSI is overbought @ 82.7
Alternative data over the past few months:
50% increase in job postings
84% positive employee outlook
8% increase in Instagram followers
Current price: $88.09
Target price: $109.13
McGrath RentCorp $MGRC
McGrath RentCorp (MGRC) is a diversified business-to-business rental company, providing equipment rental solutions in the modular space and portable storage segments, electronic test equipment, and liquid containment solutions.
The signals:
Revenue: $236M. Up 20.57% QoQ and 273.57% YoY
Net income: $63M. Increased 73.28% QoQ and 10.82% YoY
Negative short-term momentum but positive long-term momentum
P/E ratio is low at 11.26
Alternative data over the past few months:
9% increase in job postings
83% positive employee outlook
20% increase in web traffic
Current price: $116.97
Target price: $139.23
⭐️ What did you think of today's edition?
That’s all for today. Write us and let us know your thoughts on the market, the newsletter, or the weather—we’d just love to hear from you.
Till next time,
— Brandon and Blake of Invested Inc.
Disclosures
The information provided in Finance Wrapped is for informational and educational purposes only and should not be construed as financial advice, investment advice, or a recommendation to buy or sell any securities. Finance Wrapped is not a registered investment advisor, broker-dealer, or licensed financial planner. Always do your own research and consult with a licensed financial advisor before making any investment decisions. We may hold positions in or receive compensation from the companies or products mentioned. Disclosures will be made where applicable.