BAIDF News and Press, Baidu From 03/22/24

2024-03-22 13:37:08 ET Summary Apple Inc. has been sued by the DOJ for alleged monopoly practices and could potentially be forced to break up. The stock has dropped 15% since its all-time high, making it a potentially attractive entry point. Apple's AI potential and partnershi...

2024-03-15 22:14:17 ET Summary Ariel Investments' 13F portfolio value increased from $9.45B to $10.04B in Q4 2023. The largest five stakes in the portfolio are Jones Lang LaSalle, Mattel, Generac Holdings, Carlyle Group, and Charles River Laboratories. Stake increases were see...

2024-03-13 14:40:23 ET Summary ATRenew Inc. reported strong earnings results for 2023, with total net revenues increasing by 31.4% compared to the previous year. The stock price has decreased due to the decline of the Chinese stock market, but this presents an opportunity for inve...

2024-03-12 11:36:54 ET Summary Baidu's market cap appears to ignore earnings growth prospects in China's nascent AI space in which Baidu is among the leaders. Earnings could grow by as much as 50% based on conservative assumptions. Risks from limited access to leading chips, a...

2024-03-11 08:22:37 ET Summary Our 3-step process focuses on wide-moat stocks (as per Morningstar’s rating). We are only interested in those targets that are attractively valued in historical comparison. We share the heat map of the most investable candidates that may b...

2024-02-17 08:45:00 ET Summary Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. Baron New Asia Fund gained 6.07% (Institutional Shares) during the final quarter of 20...

2024-02-17 06:05:00 ET Summary Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. Baron Emerging Markets Fund gained 6.81% (Institutional Shares) during the final quart...

2024-02-14 21:40:00 ET Summary Tweedy, Browne Company LLC provides investment advisory services. The Company offers portfolio management, financial planning, and consulting services for individuals, institutions, partnerships, pension and profit-sharing plans, charitable foundations, ...

2024-02-09 02:51:35 ET Summary Our 3-step process focuses on wide-moat stocks (as per Morningstar’s rating). We are only interested in those targets that are attractively valued in historical comparison. We share the heat map of the most investable candidates that may b...

2024-01-28 20:15:00 ET Summary Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. Baron International Growth Fund® (the Fund) gained 7.78% (Institutional Shares) d...