Carnival’s balancing act: Rising revenue, shrinking debt—will it hold? Debt on a Diet, but the Bill’s Still Heavy Carnival Cruise Line has been charting an impressive recovery, emerging from the financial storm that nearly capsized it during the pandemic. Once drowning in a sea of debt, the company has managed to trim its long-term liabilities from a towering £32 billion in 2022 to a more palatable £25 billion by late 2024. While that’s still a hefty burden, it’s a clear sign the company is steering in the right direction. The real trick? $Carnival(CCL)$ has been achieving this while navigating economic turbulence. Interest payments of around £2 billion per year still take a considerable bite out of their £4 billion operating income, but record-sma

Sweating the Small Stuff: Five Key Insights and a Moat Built on More Than Just Yoga Mats Right then, let’s have a proper look at Lululemon. The stock has taken a bit of a tumble, dropping over 25%, which has understandably got some investors in a twist. But let’s not mistake a temporary wobble for a downward spiral. Sometimes, a dip is just the market’s way of handing out a discount. Lululemon is far more than just high-end leggings. It has cultivated a brand that resonates deeply with its customers—think lifestyle rather than mere apparel. The company’s global expansion is in full swing, with China standing out as a key growth driver, delivering a staggering 39% year-over-year revenue increase. This isn’t just a one-off surge but a consistent upward trajectory. At the same time, financial

As we sail through the choppy waters of the current tech market, $Broadcom(AVGO)$ emerges as a steadfast vessel, charting a course towards a future illuminated by artificial intelligence (AI) and cloud computing. Despite facing some headwinds, the company's strategic manoeuvres and robust financial health position it well for the journey ahead. Navigating AI Frontiers: Broadcom’s Steady Course in a Digital Sea Current Market Waves: Riding Out the Swells The semiconductor sector has been on a rollercoaster ride, with the PHLX Semiconductor Index (SOX) taking a 6% dip this year and an even steeper 7.2% drop last week. Broadcom wasn’t spared, slipping roughly 9% last week and 25% from its December peak. The culprit? A mix of market jitters, trade res

Warren Buffett, the venerable oracle of Omaha, has been pruning his floral bank arrangements, notably snipping away at several holdings. This, of course, has caused a bit of a flutter in the financial aviary. However, amidst the trimming, two specimens stand out, robust and blooming: American Express (Amex) and Ally Financial. These, I believe, warrant a closer look, even with the broader banking sector facing a touch of the economic blues. Markets shift, but strategy endures—Buffett’s vision blends past and future Amex: The Ever-Golden Credit Giant American Express isn’t just another credit card company; it’s a symbol of financial prestige. Berkshire’s 21.6% stake, worth nearly \$46 billion, is a clear signal that Buffett is playing the long game. Why? Because Amex isn’t just about transa