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This real-money portfolio was first introduced to the Seeking Alpha community in December 2015. The portfolio outperformed its benchmark in Q4 2020 and is now outperforming the S&P 500's performance since late-2015. The portfolio was overweight Financials and Industrials headi...

Harris Associates’ 13F portfolio value decreased marginally from $41.11B to $41.07B this quarter. They increased Automatic Data Processing and added Keurig Dr. Pepper while reducing Pinterest and CoreLogic. The top three positions are Alphabet, Bank of America, and Charter ...

"After almost 4 years, I made the difficult decision to leave Facebook," tweeted Rob Leathern, Facebook's (FB) chief of advertising integrity and director of product management."I've had a great experience in a difficult, fun, fast-growing and impactful role at the company working with amazin...

The year wrapped up with a strong performance from what many called the new defensive sector: big technology companies that had the money to outlast a pandemic lockdown and would also benefit from the work-from-home economy.The S&P 500 (SP500) (SPY) and the Dow (DJI) (DIA) ended the year ...

Shares of Facebook (NASDAQ: FB) climbed 33% last year, according to data provided by S&P Global Market Intelligence . The social media titan saw its user base and engagement levels rise during the coronavirus pandemic, as people sought ways to remain in contact with family a...

Facebook (NASDAQ: FB) is often considered the 800-pound gorilla of the social networking market . Its family of apps -- which includes its main app, Instagram, and WhatsApp -- grew its monthly active users 14% year over year to 3.21 billion last quarter. Facebook also shares a n...

Artificial intelligence and related technology giving machines and systems the ability to make decisions is a fast-growing industry. Global spending on AI grew by a double-digit percentage in 2020, and the pace of expansion is only expected to continue in the years to come. But rather t...

Listen on the go! A daily podcast of Wall Street Breakfast will be available by 8:00 a.m. on Seeking Alpha, iTunes, Stitcher and Spotify. An unforgettable 2020There was no shortage of coronavirus headlines in 2020 and the economic shocks from the pandemic are likely to reverberate for the for...

SNAP shares are trading ~$50/share, a market cap of ~$75 billion, making it one of the largest publicly traded social media platforms out there. SNAP's success of late has been astonishing, but well grounded. The company's stock has skyrocketed off the back of both strong monetization...

In late 2019, France hit U.S. tech giants like Google ([[GOOG]] -1.6%)([[GOOGL]] -1.6%), Amazon ([[AMZN]] -0.8%), and Facebook ([[FB]] -1.4%) with a digital tax that equaled 3% of digital revenue for companies with more than €750M in annual sales.In response, the U.S. threate...