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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 be worth your time for further...
Summary META has lost 60%+ of its value this year as it wrestles with mounting macroeconomic headwinds and Apple signal-loss impacts to its ad-centric business that will likely last through 2023. Waning investor confidence in the company's loss-incurring metaverse ambitions under the cu...
Summary I look at my updated top 10 holdings and note which companies I want to add to and which ones I intend to leave steady. I highlight some "Compounder" names I'm looking to add in 2023. I touch on the four new positions I added to my portfolio this month. I discuss four co...
Summary Atlassian Corporation is an application software company engaged in improving company processes. High growth rates of revenue and EPS characterize the company's financials. Atlassian's last few quarters show a slowdown in sales data. Atlassian Corporation (TEAM) in...
InvestorPlace - Stock Market News, Stock Advice & Trading Tips Most investors weren’t familiar with Neal Stephenson’s sci-fi concept of the ‘metaverse,’ and it was seen as nothing but pure speculation. Today, investing in the metaverse is a hot topic, becoming a...
Summary Stock-based compensation or SBC is a heated issue, many Wall Street analysts outright dismiss SBC as a concern, while others lament the culture of self-rewarding and dilution at shareholders' expense. SBC is a valuable tool for employee retention when used appropriately; however...
Autodesk, Inc. (ADSK) Barclays 2022 Global Technology, Media and Telecommunications Conference December 08, 2022, 04:20 PM ET Company Participants Simon Mays-Smith - Head, IR Sidharth Haksar - Senior Director of Strategic Business Development, Construction Strategy The...
Summary Lone Pine Capital’s 13F portfolio value remained almost steady at $10.61B this quarter. They increased PayPal and added Autodesk and TransDigm Group while dropping Alphabet, Atlassian, and ServiceNow. The top three positions are Workday, Amazon, and PayPal. They add u...
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 be worth your time for further...
2022 has been a bad year for software stocks. Many companies that were once high flyers are now down 30%, 50%, and even 80% this calendar year as investors have become more pessimistic about the space. While there may be more carnage to come in the near term, now is a perfect time to scoop up sha...
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