BCDRF News and Press, Banco Santander SA From 02/03/22

Fisher’s 13F portfolio value increased from ~$161B to ~$179B in Q4 2021. Amazon, Netflix, Meta Platforms, and PayPal Holdings were increased while reducing Visa, Cisco Systems, Walt Disney, Intel, Wal-Mart, UnitedHealth, and Starbucks this quarter. The top three positions a...

Fisher’s 13F portfolio value increased from ~$159B to ~$161B in Q3 2021. Advanced Micro Devices, Facebook, and Lam Research were increased while reducing Visa this quarter. The top three positions are Apple, Microsoft, and Amazon. They add up to ~14% of the portfolio. ...

The following slide deck was published by Banco Santander, S.A. in conjunction with their 2021 Q3 earnings call. For further details see: Banco Santander, S.A. 2021 Q3 - Results - Earnings Call Presentation

Banco Santander, S.A. (SAN) Q3 2021 Earnings Conference Call October 26, 2021, 04:00 AM ET Company Participants Jose Antonio Alvarez – CEO Jose Garcia Cantera – CFO Sergio Martinez – Investor Relations Conference Call Participants Alvaro Serrano – Morgan Stanley Fe...

Blue Prism is a relatively small player in enterprise software but its performance metrics point to a decent product with high customer satisfaction. A US listing looks off the cards but we believe the company would be an attractive asset for private equity funds. On the basis tha...

The potential continuation in diabetes and obesity trends may provide positive long-term tailwinds for Novo. With health experts now urging Americans to get tested for diabetes at age 35 vs. 40, a potential increase in diagnoses could create a short-term catalyst. Novo's current d...

Banco Santander, S.A. (SAN) Q2 2021 Earnings Conference Call July 28, 2021, 04:00 AM ET Company Participants Jose Antonio Alvarez - CEO & Vice Chairman Jose Garcia-Cantera - Senior EVP & Group CFO Sergio Martinez - Global Head, Shareholder & IR Conference Call Participants I Alvar...

Fisher’s 13F portfolio value increased from ~$142B to ~$159B in Q2 2021. The Vanguard Intermediate-Term Corporate Bond ETF stake was increased substantially this quarter. The top three positions are Apple, Microsoft, and Amazon. They add up to ~14% of the portfolio. F...

The following slide deck was published by Banco Santander, S.A. in conjunction with their 2021 Q2 earnings call. For further details see: Banco Santander, S.A. 2021 Q2 - Results - Earnings Call Presentation

Fisher’s 13F portfolio value increased from ~$133.5B to ~$142B in Q1 2021. They increased Walt Disney and Eli Lilly while trimming Taiwan Semi, JD.com, and Pinduoduo. Fisher has a number of small positions in several ETFs/ETNs. For further details see: Tracking Ke...