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2025-01-06 23:50:52 ET Summary Baidu's shares surged in September due to Beijing's stimulus packages, creating a new buying opportunity at a favorable valuation for investors. I rated Baidu a strong buy in June due to its robust online advertising business, strong free cash flow, ...
2025-01-02 10:12:22 ET Summary Tesla, Inc.'s stock price surged post-2024 election but faces cracks in its foundation, with stagnant sales and declining market share in China and Europe. Despite Tesla's high market cap, it needs to sell 10x more cars to justify its valuation, faci...
2024-12-19 04:46:00 ET Summary Emerging-markets equities advanced, led by Asia and followed by Europe, the Middle East, and Africa and Latin America. The Hartford Emerging Markets Equity Fund (I share) underperformed the MSCI Emerging Markets Index during the quarter. The Fund...
2024-12-12 16:33:15 ET Summary Tesla, Inc. is irrationally valued, trading at a premium compared to a basket of companies excelling in EVs, energy storage, Full Self-Driving, and robotics. This basket includes leaders beating or matching Tesla in everything. The basket further...
2024-12-12 00:30:00 ET Summary David Tepper's 13F portfolio value increased from ~$6.18B to ~$6.73B, with the number of holdings rising from 35 to 36. New stakes include Vistra Corp, NRG Energy, Las Vegas Sands, and Wynn Resorts, while United Parcel Service and Boeing were dispose...
2024-12-11 02:15:00 ET Summary The fund underperformed the MSCI Emerging Markets Index in Q3, with energy, communication services, and financials sectors contributing positively, while health care, utilities, and consumer discretionary sectors hindered performance. Emerging market...
2024-12-09 10:04:49 ET Summary JOYY stock surged 21% in 2 days due to its significant buyback increase in Q3. Despite headline numbers appearing weak, the report aligns with management's goal to shift the business to markets with high monetization potential. Management is stra...
2024-12-02 14:12:45 ET Summary Tesla, Inc.'s valuation heavily relies on its self-driving technology, which remains far from achieving safe Level 4 or 5 autonomy. Tesla's vision-based approach faces significant challenges, struggling with real-world complexities and showing dimini...
2024-11-30 11:48:18 ET Hong Kong’s government has approved a license for Baidu (BIDU, BAIDF) to test the company’s Apollo robo taxi in the territory.... Read the full article on Seeking Alpha For further details see: Baidu receives license to test autonomou...
2024-11-30 03:30:00 ET Summary IQ's collaboration with BIDU is technologically, strategically and financially beneficial. The company can potentially benefit from a perceived rising tailwind in consumption of C-drama. IQ's unique strength in long-form video contents suggest it...
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