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A message from our friends at Golden Portfolio

Warren Buffett is sitting on $325 billion in cash – his largest hoard ever.

Not because he wants to – but because he can’t find value in the usual places.

Now, as US government spending spirals out of control, Buffett knows he’s losing billions of dollars to inflation. 

That’s why I predict Buffett’s next investment will catch millions of people off guard. 

It’s not another bank… railroad company… or more shares of Apple. 

It’s a gold company. How do I know?

Because the math doesn’t lie:

You can buy the average gold developer for $30 and get back $13 a year —

That’s a 43% ROI annually.

Over 10 years, that’s $130 on a $30 investment.

Tell me where else Buffett can get that.

But there’s one specific miner Buffett likes best:

• It’s the best-managed major gold miner in the industry…
• Has massive cash flow…
• Is trading at a deep discount to fair value…
• Positioned at the heart of Trump’s new mining push…

Don’t wait for Buffett to reveal his position in his 13F filing on February 17th…

Right now, you have the chance to front-run the greatest investor of all time. Go here and I’ll give you the name and ticker – along with details on my top four small miners.

To your wealth,

Garrett Goggin, CFA, CMT
Chief Analyst & Founder, Golden Portfolio

P.S. A lot of investors write in to tell me how much they’ve made in Bitcoin. My reply? Good for you. First off, gold investing is cyclical. You really only want to own gold at one specific time in the cycle. That time is now. Second, the world’s governments are not buying Bitcoin. They’re betting on gold. All of them. Bitcoin (does anyone really know for sure the US government didn’t create it?) will be a good bet… until it isn’t. It may end up doing great. Or it may be eclipsed by any number of tech developments. 

Meanwhile, gold will continue to do what it’s done for almost 6,000 years of recorded human history: Protect wealth through chaos. Go here if you want the name and ticker of Buffett’s likely gold play… and details on my top four miners

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Further Reading from MarketBeat Media

Grab’s 2026 Selloff Had Reasons—But the Rebound Case Is Building

Reported by Thomas Hughes. First Published: 2/13/2026. 

Quick Look

• Grab Holdings is growing in Southeast Asia and is deeply undervalued relative to long-term forecasts.
• Analysts and institutions show strong conviction in their bullish posture.
• Free cash flow enables a buyback authorization that can help support price action.

Grab Holdings’ (NASDAQ: GRAB)pullback in 2025 and early 2026 was not unwarranted, as merger and growth concerns emerged. However, trading at roughly 40X this year’s earnings and about 2X the 2035 consensus, GRAB still presents a deep-value opportunity in a stock poised to rebound.

The pullback followed a proposed merger with Indonesian ride-share competitorGo To that has yet to be finalized, and the prospect of significant legislative changes in Indonesia that could limit profit potential in one of Grab’s largest markets.

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Grab is well-positioned for growth in Southeast Asia: it is profitable today and is outperforming expectations. Economic expansion in the region is underpinned by industrialization, infrastructure investment, and a rapidly growing middle class with increasing access to digital communications.

These are strong tailwinds — they expand the addressable market, raise disposable incomes, and deepen penetration of Internet services. Near-term headwinds should pass.

Grab Has Strong Quarter, Authorizes Share Buyback

Grab reported a strong Q4 2025, with revenue increasing 18.6% to $966 million. The top line outperformed consensus by 40 basis points and was supported by growth across all segments. Deliveries revenue — roughly half of the topline — rose 16% year-over-year on a constant currency basis, helped by a 21% increase in gross merchandise volume. Mobility grew 15%, while the smaller Financial Services segment expanded 36%.

Margins also improved. Quality initiatives and revenue leverage produced significant gains: adjusted EBITDA climbed 54%, the company moved to operating profits from prior losses, and adjusted free cash flow reached $290 million, up 78%. Adjusted earnings came in roughly break-even versus the $0.01 expected, but management offset that with strong guidance. The company is targeting low-20% revenue growth and nearly 45% adjusted EBITDA growth in 2026.

In a sign of confidence in cash flow and the growth outlook, Grab’s board authorized a follow-on share buyback program of $500 million. That amount represents nearly 3% of the mid-February market cap and is expected to be executed over the next two years. The move not only signals board confidence but also provides a tailwind for price action.

Analysts and Institutions Have Conviction in GRAB’s Future

Analyst data indicate strong bullish conviction. The seven analysts tracked by MarketBeat rate the stock a Buy overall: six are Buy or better (an ~85% bias) and one is Hold. Their consensus sees the stock trading near $6.50 — about a 50% upside from early-February support levels and a potential five-month high if reached.

Institutional investors collectively own about 55% of the stock and have been accumulating aggressively. MarketBeat data show a $3.60-to-$1 buy-side balance on a trailing 12-month basis, with early-2026 activity consistent with that trend. This provides a solid support base and a market tailwind that could help drive the price back toward recent highs.

Grab’s stock price appears set up to advance. While downside risk remains, the chart shows oversold conditions and divergences suggesting bulls have regained control and can reclaim lost ground. Key resistance levels to watch are $4.50 and $5.00, both of which could generate volatility. Catalysts for an upward move include continued revenue growth and improved profitability in upcoming earnings reports.

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