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2023-12-05 22:50:05 ET 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 b...
2023-12-04 10:36:51 ET Summary Tepper’s 13F portfolio value decreased from ~$5.39B to ~$5.07B this quarter. Meta Platforms, Microsoft, Amazon.com, Nvidia, and Alphabet are the largest holdings. Alibaba Group Holdings, Qualcomm, Baidu, and Taiwan Semi were reduced while ...
2023-12-01 08:58:51 ET More on Alibaba, JD.com and PDD PDD Holdings: Another Blowout Quarter And Still Undervalued Charlie Munger's Guiding Principles And Your Alibaba Investment JD.com: Strong Q3 Earnings For This Bargain Stock PDD sees further gains as Wall...
2023-11-30 10:13:19 ET More on Bilibili Bilibili Inc. 2023 Q3 - Results - Earnings Call Presentation Bilibili Inc. (BILI) Q3 2023 Earnings Call Transcript Bilibili: Persisting Against The Odds And Not Folding Why did Bilibili stock go down today? Weak Q3 resu...
2023-11-29 08:25:12 ET More on Alibaba Alibaba: The Pain Could Just Be Starting For Chinese Tech Alibaba's Stock Recovery: A Spinoff Strategy For Rebound Alibaba Is Hugely Undervalued Alibaba shuts Quantum computing lab in sign of cutback after scrapping clou...
2023-11-28 09:45:00 ET Nvidia (NASDAQ: NVDA) and Baidu (NASDAQ: BIDU) represent two different ways to invest in the growing artificial intelligence (AI) market. Nvidia is the world's largest producer of high-end data center graphics processing units (GPUs) for undertakin...
2023-11-28 08:48:33 ET More on Pinduoduo PDD Holdings: I Am Optimistic About The Q3 Earnings Release PDD Holdings: Constantly Developing Its Ecosystem To Sustain Growth PDD's Netflix Moment: Agriculture Revolution Beyond E-Commerce Biggest stock movers today:...
2023-11-28 07:27:15 ET More on mega-cap tech stocks Meta Platforms: Zuckerberg Plugs The Value Gap (Rating Downgrade) Microsoft: Priced For Zero Interest Rates Google, Likely The Main Beneficiary Of OpenAI Tumult Apple: Great Business, Great Potential, But No...
2023-11-28 03:05:06 ET Summary Baidu's Q3 report exceeded expectations in terms of both revenues and earnings. Baidu is growing its top line, driven by a continual recovery in online ad sales. iQIYI is seeing strong subscriber growth and monetization improvements. The streamin...
2023-11-28 02:17:28 ET Summary Baidu's Q3 results beat analyst estimates with a 6% YoY growth in sales and a 20% YoY growth in operating earnings. Baidu's strong performance was supported by all operating units, including a 5% YoY growth in advertising revenues and a 73% YoY incre...
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Baidu to Report Second Quarter 2024 Financial Results on Aug 22, 2024 PR Newswire BEIJING , July 17, 2024 /PRNewswire/ -- Baidu, Inc. (Nasdaq: BIDU; HKEX: 9888 (HKD Counter) and 89888 (RMB Counter)) ("Baidu" or the "Company"), a leading AI company with stron...
2024-07-15 16:35:00 ET Shares of Chinese tech stocks Alibaba (NYSE: BABA) , Baidu (NASDAQ: BIDU) , and JD.com (NASDAQ: JD) fell on Monday, down 2%, 5.9%, and 5.3%, respectively, in Monday's trading session. The downdraft in China-oriented consumer tech names appe...