When Markets Overreact: 3 Earnings Shocks + Warren Buffett's Portfolio

Author

Bald Investor
September 08, 2025

In partnership with

What happens when the market gets it completely wrong?

Last month, three major companies dropped earnings reports that sent shockwaves through Wall Street. But here's the crazy part—the market reactions didn't always match the actual results.

Palantir absolutely crushed expectations and shot up like a rocket. Petrobras delivered amazing news but somehow dropped 7%. And Mastercard? They just keep winning.

Sound confusing? That's exactly why smart investors make money when others panic.

The Stories That Made (and Lost) Millions

Palantir's Explosive Growth Imagine growing your business by 48% in one year while landing the biggest government contracts in company history. That's exactly what Palantir did, and investors went wild. But was the celebration justified, or did people get carried away?

Petrobras's Puzzle Here's a head-scratcher: A company cuts $30 billion in debt, announces huge dividends for shareholders, and the stock still tanks 7%. Why?

Mastercard's Winning Formula While other companies struggle, Mastercard keeps growing with smart partnerships and rock-solid fundamentals. But is it too expensive now, or still a buy?

How 433 Investors Unlocked 400X Return Potential

Institutional investors back startups to unlock outsized returns. Regular investors have to wait. But not anymore. Thanks to regulatory updates, some companies are doing things differently.

Take Revolut. In 2016, 433 regular people invested an average of $2,730. Today? They got a 400X buyout offer from the company, as Revolut’s valuation increased 89,900% in the same timeframe.

Founded by a former Zillow exec, Pacaso’s co-ownership tech reshapes the $1.3T vacation home market. They’ve earned $110M+ in gross profit to date, including 41% YoY growth in 2024 alone. They even reserved the Nasdaq ticker PCSO.

The same institutional investors behind Uber, Venmo, and eBay backed Pacaso. And you can join them. But not for long. Pacaso’s investment opportunity ends September 18.

Paid advertisement for Pacaso’s Regulation A offering. Read the offering circular at invest.pacaso.com. Reserving a ticker symbol is not a guarantee that the company will go public. Listing on the NASDAQ is subject to approvals.

Deep Dive Into Warren Buffett’s Stock Portfolio

Ever wondered exactly what stocks the world's most successful investor owns? We went through every single holding in Berkshire Hathaway's massive portfolio to uncover Buffett's secret strategies.

From his shocking $50+ billion bet on Apple to his recent moves that surprised Wall Street, we break down:

  • Which financial companies he can't stop purchasing

  • The simple rules that made him incredibly rich

  • How he structures his portfolio

Don't Miss These Game-Changing Videos

Whether you're just starting out or you've been investing for years, these videos reveal exactly how to:

  • Spot opportunities when markets overreact

  • Think like Warren Buffett when picking stocks

  • Avoid the emotional traps that destroy returns

  • Turn market chaos into profit

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