FB News and Press, Facebook Inc. From 02/08/21

Economic growth is set to accelerate due to the reopening following the pandemic. That will boost long-term treasury yields. The U.S. stock market is extremely concentrated. It hasn't been this concentrated since at least 1980. There is extreme speculation among retail traders. Th...

TikTok is gearing up to make a major play in e-commerce, according to a report published by the Financial Times ( FT ) on Monday. The hugely popular short-video social media platform owned by China-based ByteDance is aiming to integrate online retail sales and marketing, a developme...

Many stocks are in bubble mode, and usually it's not difficult to avoid them. But which stocks are dangerous without that being obvious? Just like last month I made a list of overvalued stocks with negative smooth momentum and high trading volume. Avoid these, at least for the nex...

Twitter's toxicity and subpar financial results are one and the same problem, amenable to one and the same solution. Fixing Twitter starts at the top - replacing an absentee CEO - and from there, changing the company's business model. The potential rewards are worth it, both econo...

Insider buying decreased last week. Notable Insider Buys: MSC Industrial Direct Co., Inc., Harley-Davidson, Inc., Brown & Brown, Inc., Alliance Data Systems Corporation, Crown Castle International Corp. (REIT). Notable Insider Sells: DocuSign, Inc., Guardant Health, Inc., Face...

Legislative concerns may be a challenge for FB because they have become too big to ignore external stakeholder interests. Furthermore, there are privacy-related headwinds with AAPL's new App Store regulations. However, these are temporary headwinds that should be overlooked in the...

William von Mueffling's 13F portfolio value increased this quarter from $11.96B to $13.34B. All positions saw minor trimming during the quarter. The portfolio continues to be very concentrated with the top five positions accounting for ~27% of the 13F portfolio. For further ...

Legendary investor Jeremy Grantham calls today's market an "Epic Bubble." Three key valuation methods suggest valuations today rival those seen in 1929 and 2000. But at least three other legends in the investment field have yet to echo Grantham's call. Here are 70 companies ma...

Interest rates are rising, particularly at the longer end of the yield curve. This steepening of the yield curve is beneficial to certain portions of the market, think commodities and financials, while detrimental to longer duration assets. Many yield-orientated assets, which have...

Blue Hawk Investment Group, LLC is the management company of the Blue Hawk Fundamental Growth Fund, LP, a long-short fund that seeks to provide an alternative stream of attractive risk adjusted returns. The Fund is managed by Jake DuBois. Against this backdrop, the fund returned 12.50...