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Our job as #investors is to pay attention to the #stocks we own. Part of that involves looking at the #fundamentals, but half of the disclosure comes from looking at price action. The Autodesk (NASDAQ: ADSK) data table below can help you with price action, and we have more...
Stephen Mandel’s Lone Pine Capital in its recent 13F filing indicated total portfolio value of $27.53B spread across 38 holdings.As per data indicated by Gurfocus.com, Lone Pine's nearly half of equity portfolio is invested in the technology sector followed by smaller holdings in the c...
Unity’s Q1’21 results look well in line with long-term growth expectations. The company is expanding its platform adoption into other verticals. Buy this undisputed leader for the long term. For further details see: Unity: Buy This Gaming Leader Now
AR works by augmenting ("enhancing") reality whereas VR works as a simulated "virtual" reality experience. The global AR and VR market is forecast to grow from US$18.8 billion in 2020 to about US$297 billion in 2024. That's a 15.8x increase over four years. A look at some companie...
When #institutionalinvestors make decisions to buy and sell #stocks they normally want to keep it quiet. However, if we pay close attention we can see what is going on, and make good decisions.. The Autodesk (NASDAQ: ADSK) report below can help you understand how to do thi...
Cloud computing is one of the fastest-growing industries and is expected to exceed the trillion-dollar mark in the next decade. In recent weeks, the sector has corrected although earnings momentum continues. 5 of the best stocks are Google (GOOGL), Microsoft (MSFT), Salesforce.com (CRM), Adob...
William von Mueffling's 13F portfolio value increased this quarter from $13.34B to $13.74B. Cantillon added Citrix Systems, IQVIA Holdings, & Nielsen Holdings while reducing Analog Devices, Willis Towers Watson, CBRE Group, Ecolab, & Zoetis. The portfolio continues to be v...
When the market is in a phase of rich valuation, it is tempting to broadly identify the market for these stocks as “overvalued”. Making the distinction between stocks deserving high valuations and those that are overvalued is key, particularly in the current market. ...
Whether a #stock moves fast or slow, one thing is always true. The forces of #supplyanddemand determine the #price of Autodesk (NASDAQ: ADSK) and every other stock on the market. The price someone is willing to pay for ADSK directly impacts its price, but that is off...
Using the quarterly 13F filings we extract 50 consensus stocks from 40 large hedge funds, each fund with more than $3.5 billion Assets Under Management. From 1/2/2016 to date investing in all 50 stocks, equally weighted, would have produced a total return of 187.1%, an active return o...
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