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Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. The Global Growth Strategy takes a diversified appr...
Summary There are significant benefits to adopting connectivity and voice assistant in automotives that benefits consumers and OEMs. CRNC's strong relationship with OEMs is a strong barrier to entry. Change in contract strategy might come with risk in the near term but reward could ...
Summary In the vast swath of tech innovation that is artificial intelligence, Microsoft has just plonked down a major stake in the ground. It would be fair to say that the multibillion-dollar investment into OpenAI, an artificial intelligence startup and the parent company to ChatGPT, t...
Summary Recently, Alphabet (hereafter referred to as "Google") stock dipped 2.5% on a day when the NASDAQ-100 fell a mere 0.18%. GOOG most likely tumbled because of news that the Department of Justice ("DOJ") was suing the company. The lawsuit will attempt to get Google to unwind pa...
Summary Chinese tech stocks are up 70% in the last two months, and Alibaba is up 80%. The end of the regulatory crackdown and China reopening in 2023 is a strong tailwind for growth. Both BABA and Amazon are dirt cheap and could potentially deliver 2X to 3X returns within two years ...
Economic headwinds sent the S&P 500 into a bear market last year, and the benchmark index is still 16% off its high. Warren Buffett's Berkshire Hathaway treated the drawdown as a buying opportunity, investing $66 billion into the stock market through the first three quarters of 2022. ...
Summary RGA Investment Advisors, LLC is an independent investment management firm. The Company builds client portfolios with a low turnover, long-term investment strategy focused on identifying fundamentally attractive securities. Many businesses and investors alike, ourselves included,...
Summary Nordstern Capital is an investment partnership for Accredited Investors. We base our decisions on thorough business analysis with an owner's mindset. Some of Nordstern Capital’s top holdings experienced sizable price declines last year - we believe this is temporary and o...
Summary A large position has been taken in Snowflake at Joel Greenblatt's Gotham Asset Management. Snowflake has also been held at Berkshire Hathaway since its IPO. This article will explore the value proposition these prolific value investors might be seeing in Snowflake. ...
Summary Amazon is acquiring iRobot Corporation at $61 per share. The deal is subject to a second request by the FTC. Senator Warren has voiced her objections as well. Amazon buying robots sounds scary. At the end of the day, this is a $1 trillion juggernaut buying a tiny com...
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Corporate earnings came to the market’s rescue in the past week, helping to overcome rate fears. As we look ahead to the unfolding week, it r...
2024-04-29 04:05:00 ET Amazon (NASDAQ: AMZN) stock has more than doubled since the beginning of 2023. So far in the 21st century, it has doubled five times plus additional big gains. Generating 100% returns isn't as easy with a market cap of nearly $1.9 trillion. It's not im...
Here’s what happened in the world of consumer tech in the last week: Earnings STMicroelectronics NV (NYSE: STM) reported ...