FB News and Press, Facebook Inc. From 01/29/21

Apple (NASDAQ: AAPL) and Facebook (NASDAQ: FB) generally aren't considered competitors, since the former mainly sells hardware, software, and services and the latter generates nearly all its revenue from ads. However, the relationship between the two tech giants has grow...

The fund is a long-only investment manager. We do not use leverage and we do not short. Since we only invest when we have high conviction, we manage a concentrated portfolio. For the year, the Index increased by 5.6% while the Australian dollar appreciated by 9.8% compared to the U.S....

Fundsmith Equity Fund manages £14 billion on behalf of some of the world’s largest and most sophisticated wealth managers and private banks, as well as for prominent families, charities, endowments and individuals invested in our fund range, and is focused on delivering superi...

Hyperscalers showing preference for building and operating their own data centers; appears a negative for colocation providers. However, hyperscalers partner with colocation providers for several reasons, but undifferentiated colocation providers with poor pricing power may see margin...

Popular cryptocurrency exchange Coinbase Global (COINB) plans to go public via a direct listing. The firm announced on its company blog that the move will be “pursuant to a registration statement on Form S-1 with the Securities and Exchange Commission [that] Coinbase Global Inc. previo...

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. Hunting the wolvesThe retail trading world is outraged at the trading limits imposed by Robinhood (RBNHD) and other brokerages yesterday, and questions are...

A lot of comparisons are made regarding the current speculation in the equity market to what occurred in the late 1990s and early 2000s. While the GameStops, SPACs, and Teslas garner the most attention, the equity market bubble today is actually far more encompassing, even across the ...

The individual names heavily owned by the Vanguard Value ETF were a great place to hold money during the first Technology Bust of 2000-2002. Valuations for VTV equities are in a different universe than the high-flying QQQ ETF stocks. If 2021 is the year for Tech Bubble 2.0 to burs...

Facebook's earnings proved that its user and ARPU growth remain robust. The stock remains incredibly undervalued both from future earnings and future free cash flow perspective. The new repurchase program should help Facebook retire shares on the cheap. Price target raised to $375...

Facebook (FB -2.2%) shares have seen some back-and-forth action in the nearly 24 hours since it reported a beat on its fourth-quarter earnings - down after hours last night, up in morning action today and now selling off with the rest of the market. Both bulls and bears have found something o...