Morningstar, Inc. - November 13, 2025
4 Smart Moves to Cut Your 2025 Tax Bill Under New Rules
How to maximize your savings and avoid phaseouts under temporary...
 Morning DigestSheryl Rowling How to maximize your savings and avoid phaseouts under temporary changes in Trump’s big budget bill. 
ADVERTISEMENT  Editor's Picks   Global climate funds hit record highs of $640 billion, led by transition strategies. Hortense Bioy  Investing Insights The latest round includes some promising, but untested, offerings. Bryan Armour With shares richly valued, here’s what we think of Home Depot stock. Jaime Katz We’ve raised our fair value estimate of AMD stock. Brian Colello New Stock Analyst Reports Huya (HUYA) reported 10% year-over-year revenue growth in the third quarter—the fastest pace in four years—alongside modest margin improvement. The results met our expectations and highlight progress in diversifying revenue streams, including mobile game distribution from parent company Tencent and monetization through in-game item sales during livestreams. These initiatives are gaining traction and signaling a turnaround. Operating margin improved to negative 1% from negative 2% in the same period last year, driven by cost leverage. New Fund Analyst Reports Davenport Equity Opportunities (DEOPX) has struggled lately, but that’s not enough to weaken conviction in the strategy’s prospects. This mid- and small-cap offering has had a rough 2025 through October. The rally in stocks after the US announced tariffs in April generally favored lower-quality, more speculative fare, and that’s not usually what managers George Smith and Chris Pearson prefer. But unfavorable market conditions aren’t solely to blame. One of the team’s highest-conviction picks in 2025, insurance firm Kinsale Capital Group, has pulled back after years of steady increases in its share price. While the recent poor stretch is disappointing, the strategy has reassuring features. The Tools You Need to Invest Like an Analyst Stay connected:
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