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2024-06-26 10:45:00 ET Summary Ariel Investments, LLC is a global value-based asset management firm founded four decades ago in 1983. Ariel serves individual and institutional investors through five no-load mutual funds and eleven separate account strategies. The Ariel Internation...
2024-06-25 13:03:00 ET Summary Ariel Investments, LLC is a global value-based asset management firm founded four decades ago in 1983. Ariel serves individual and institutional investors through five no-load mutual funds and eleven separate account strategies. Ariel International D...
2024-06-14 01:02:38 ET Summary Tepper's 13F portfolio value increased to ~$6.75B with 37 holdings, top positions in Alibaba, Amazon.com, Microsoft, Meta Platforms, and Nvidia. New stakes in Adobe, iShares China Large Cap ETF, Boeing, JD, KraneShares China Internet, and Lyft. S...
2024-06-12 09:24:32 ET Summary Tencent Holdings maintains a leading position in the Chinese gaming, social networks, and tech sectors, with the majority of revenue now generated by non-VAS segments. Domestic gaming offers upside potential if regulatory pressures are eased to meet ...
2024-06-11 19:39:16 ET Summary Ariel Investments' 13F portfolio value increased to $10.17B this quarter, with around 150 positions. New stakes include Aptiv PLC, while stake increases were seen in Mattel, Inc., Sphere Entertainment, and others. Stake decreases were observed in...
2024-06-07 07:40:50 ET Summary Google parent Alphabet's shares have jumped 21.6% since February, outperforming the S&P 500. The company's cloud business, Google Cloud, is experiencing strong growth and improved profitability. With the global cloud computing market expected...
2024-05-29 11:30:00 ET Summary Harding Loevner is an investment manager that invests primarily in publicly traded global equities. We were founded in 1989 by former managers for the Rockefeller family. Harding Loevner is a Delaware limited partnership. We operate independently of Affi...
2024-05-22 13:00:00 ET Summary The Financial Prophet, Victor Dergunov, on AI's amazing run and rolling corrections through recent earnings. The need for patience and a long-term perspective in AI as there may be periods of consolidation and pullbacks. The Tesla dynamic, portfo...
2024-05-16 22:53:21 ET Summary China stocks are massively beaten down, neglected, and hated. There are signs that they have bottomed out, and might enter a "lockout" rally. Many of these stocks have the potential to post triple-digit returns in the next 2-3 years. I believe th...
2024-05-16 11:49:08 ET Baidu Inc. (BIDU) Q1 2024 Earnings Conference Call May 16, 2024 8:00 am ET Company Participants Robin Li - Chairman, Chief Executive Officer Rong Luo - Chief Financial Officer Dou Shen - Executive Vice President Juan Li - Director, Inve...
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