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Facebook (NASDAQ: FB) is developing two pairs of augmented reality (AR) smartglasses, according to The Information's Alex Heath. The first one is codenamed Stella, and could launch between 2023 and 2025, and the second is a more advanced AR device codenamed Orion. Facebook is teaming u...
EssilorLuxottica's ( ESLOF ) shares provide investors with pure-play exposure to the global eyewear industry. The company is largely considered to have pioneered eyewear as a separate category, on its own. With the rising penetration of screens and other display technologies in our daily lives...
Introduction From Spain last week to Scandinavia today. Whereas we discussed Fluidra’s ( OTC:FLUIF ) dominant position in the pool and wellness sector last week, in this week’s edition of Focus on Europe we are heading north to check up on Norsk Hydro ( OTCQX:NHYDY )...
The Oakmark International Fund (OAKIX) returned 3.4% for the quarter ended June 30, 2019, slightly underperforming the MSCI World ex U.S. Index, which returned 3.8% over the same period. However, the Fund has returned an average of 9.2% per year since its inception in September 1992, outperfor...
The following slide deck was published by EssilorLuxottica Société anonyme in conjunction with their 2019 Q1 earnings Read more ...
EssilorLuxottica ( OTCPK:ESLOF , OTCPK:ESLOY ) is the largest eye care company in the world. The merger of the two giants should add several hundred million euros to operating income and fee cash flow in a few years. The stock isn’t cheap but the aging population needing eye care and p...
Editor's Note: The summary bullets for this article were chosen by Seeking Alpha Read more ...
The investment case in a nutshell We believe that GrandVision’s (GRRDF) goal to grow its top line by a 5% CAGR over the next five years is more than achievable and that it could surprise on the upside, especially once external growth is considered. Organic growth is supported by s...
The SPDR Euro Stoxx 50 ETF ( FEZ ) decreased by 0.7% on Tuesday and significantly underperformed Eurostoxx 50 (benchmark) which lost only 0.2%. European market slightly declined following the U.S. stock market. Federal Reserve Chairman Jerome Powell’s moderate commentaries regarding rai...
Intro Part 2 focused on applying the framework laid out in Part 1 to an example, FPA's International Value Fund, and showed how the process of screening through Funds' holdings functioned in order for investors to find a handful of investment ideas to add to their watch list. In Part...
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Facebook (NASDAQ: FB) is developing two pairs of augmented reality (AR) smartglasses, according to The Information's Alex Heath. The first one is codenamed Stella, and could launch between 2023 and 2025, and the second is a more advanced AR device codenamed Orion. Facebook is teaming u...