GuruFocus

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$BROS: Dutch Bros keeps gaining momentum 🚀 • Revenue grew 31% in Q1 • 7 straight quarters of transaction growth • Rewards program reached 74% of transactions Dutch Bros continues winning with Gen Z and customization. Details Below 👇

$ADBE: GuruFocus flags Adobe as significantly undervalued 👁️ • GF Value: $630.31 vs. current price near deep multi-year lows • The Setup: Black price line has completely decoupled from historical fair value • Signal: Extreme valuation discount signals a major long-term accumulation window Full $ADBE Valuation Dashboard below 👇

$GREENBLATT: Diversification With Discipline 📊 • Top Sector: Technology (17.18%) • Strength: Broad exposure across cyclical industries • Signal: Value investing without overconcentration Greenblatt’s portfolio shows how spreading conviction across sectors can still outperform. Full Portfolio Breakdown Below👇

$NVDA: China Demand Isn’t Going Away 🇨🇳📈 • Policy: US clears H200 chip sales for ~10 Chinese firms • The Catch: Beijing is slowing shipments to build local tech • Signal: Nvidia remains the mandatory layer of global AI tech Full GuruFocus Analysis Below:

$ADSK: GuruFocus flags Autodesk as modestly undervalued 👁️ • GF Value: $331.10 | Current Price: ~$236.07 • Discount: Trading roughly 28.7% below its fair value line • Signal: Strong GF Score of 91/100 implies high reversal potential Full $ADSK Stock Profile Below:

$MCD: From Burgers to Stadium Branding ⚽🍟 • Deal: Naming rights for Chicago Fire’s new stadium • Strategy: Expanding brand visibility through live sports • Signal: McDonald’s is betting on long-term cultural relevance, not just fast food sales Legacy brands stay dominant by embedding themselves into everyday experiences beyond their core business. Full MCD Stock Profile Below:

$PABRAI: Outperformance Through Concentration 📈 • Portfolio Return: ~+20% since 2025 year-end • Benchmark Gap: Strongly ahead of the S&P 500 • Signal: High-conviction bets amplified gains during rebounds Concentrated portfolios can look risky—until conviction starts compounding faster than the market. Full Mohnish Pabrai Portfolio: gurufocus.com/guru/mohnish%2…

$MSFT: GuruFocus flags Microsoft as modestly undervalued 👀 • GF Value: $549.10 • Shares trade below intrinsic value • Valuation band implies upside potential The recent pullback pushed $MSFT back under its historical fair value range. Full $MSFT Stock Profile: gurufocus.com/stock/MSFT/sum…

$FIS: AI Banking Push Accelerates After Massive Quarter 🚨 • Revenue growth beat at 6.5% • Free cash flow surged 111% • Anthropic agents launch late 2026 FIS is positioning itself as banking’s AI infrastructure layer before monetization begins in 2027. Full stock profile: gurufocus.com/stock/FIS/summ…

$TER: Teradyne Surges Amid Semiconductor Automation Rally 🚀 • Valuation Check: Shares trading well above the GF Value of $140.25 • Risk Factor: Extreme momentum increases the probability of a short-term pullback • Verdict: Strong automation trend, but risky to chase after such a sharp move Full $TER Stock Profile Below:

$ANET: Arista Networks Rides the AI Infrastructure Wave 📡 • Technicals: Clean rebound from March lows to near-all-time highs • Risk/Reward: Tight consolidation at the top leaves a smaller margin for error • Verdict: Strong long-term story, but safer to buy on pullbacks than to chase here Full $ANET Stock Profile Below:

Mohnish Pabrai’s portfolio has massively outperformed the S&P 500 in 2026 📈 • Portfolio peaked at gains above 30% • S&P 500 briefly turned negative during March • Pabrai’s portfolio still holds a wide performance lead Concentrated value investing continues to outperform in volatile markets. Details below 👇