Motley Fool Money How Investing Has Changed In the Last 5 Years
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Oct 17, 2025 
Lou Whiteman, a seasoned financial commentator, and Dan Caplinger, a veteran analyst, dive into the dynamic shifts in investing over the past five years. They explore how highly shorted stocks have defied traditional market trends, debating whether this phenomenon signals a new investment paradigm. The duo also unpacks Taiwan Semiconductor's earnings amid geopolitical tensions and discusses the implications of Google’s advancements in medical AI. Additionally, they highlight risks in the banking sector and the potential pitfalls of meme-driven investments.
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Shorted Stocks' Outperformance
- Heavily shorted stocks have outperformed the market roughly four-to-one over the past five years.
- Meme trading and story-driven flows are materially reshaping returns and investor behavior.
GameStop Vs. AMC Outcomes
- GameStop's meme run started from a fundamentally held value position and morphed into a retail-driven phenomenon.
- AMC used meme capital but continued losing money, while GameStop used investor interest to shift its business.
Manage Profits And Watch Management
- Take profits selectively when a long-term thesis is overwhelmed by short-term meme-driven gains.
- Watch how management responds and whether they use elevated valuations to raise capital responsibly.