Morningstar, Inc. - August 7, 2025
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Morning DigestAugust 7, 2025 Gabe Alpert BlackRock, Blackstone, and KKR boast long-term outperformance in volatile markets. Editor's Picks Valuation increases are concentrated in only five mega-cap stocks. David Sekera The AI boom and deregulation may offer stronger opportunities than macro bets. Sarah Hansen Investing Insights Simplify Volatility Premium ETF and Hartford Quality Value ETF were among the worst-performing ETFs in July 2025. Bella Albrecht With its weak second-quarter results, here’s what we think of Coinbase stock. Michael Miller With tariffs hitting the auto industry during a multi-billion-dollar business restructuring, here’s what we think of Ford’s stock. David Whiston Author and hedge fund manager Daniel Rasmussen offers a skeptical take on private markets investing. Dan Lefkovitz Recent Earnings New Stock Analyst Reports Toast (TOST) reported strong second-quarter results characterized by revenue and adjusted EBITDA growth of 25% and 75% year over year, respectively. Revenue and adjusted EBITDA exceeded FactSet consensus expectations as the company continues to execute on all fronts. The performance was driven by continued adoption across the company's core and expansion markets, while maintaining investment discipline. As a result, Toast was able to achieve record net new location additions. New Fund Analyst Reports Boston Trust Walden Small Cap’s (BOSOX) deep team and solid approach earn Above Average People and High Process ratings. The Tools You Need to Invest Like an Analyst |





