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As it did with most elements of our lives, the coronavirus pandemic had a withering effect on many stocks in 2020. Companies in more than a few sectors suddenly had to contend with stay-at-home orders and mandatory business closures, a challenging set of circumstances for which few were pre...
PLTR is a rare company in that it gets stronger in chaos. PLTR is likely to have many opportunities to prove itself to customers. PLTR is not a "FAANG" business and even operates to the contrary. PLTR takes a very strong stance on politics which impacts the business. An up...
Traditional stocks and bonds have delivered very good returns the past decade, however the starting valuations today are very poor. The SPDR S&P 500 ETF averaged a 15.3% return on an average annual basis from 2009-2020, however, SPY only returned 1.2% on average annual basis from ...
The U.S. stock market is concentrated like never before. This heavy concentration poses considerable downside risks for the S&P 500 Index going forward. This concentration also presents meaningful opportunity for active managers that work to position in areas of the market tha...
Expectations are coming in for 2021. Despite the strong recent gains and record valuations, analysts and investors are expecting even more upside based on "the new normal". The IPO market has proven to be an extremely valuable indicator for future returns. Investors are clearly missin...
Cheap money and ever-rising stock markets naturally lead to a correction or even a crash because until now, every party has ended at some point. The frivolity and emotions of many investors could accelerate the fall in prices. Much of this might be avoidable. In my view, the probl...
Jeremy Grantham’s 13F portfolio value increased from $13.47B to $14.05B this quarter. GMO Capital increased Coca-Cola and Lam Research while decreasing Apple, Alibaba Group Holdings, and Honeywell International. The largest three individual stock positions are Microsoft Cor...
Morgan Stanley is a top investment bank that has become a huge player in the tech IPO scene. The stock scores well on both value and growth metrics, with a P/E ratio just above 10 and a 29% five-year earnings growth rate. In this article, I develop the thesis that Morgan Stanley i...
Big tech companies like Amazon.com (AMZN), Alphabet (GOOGL), and Facebook (FB) have certainly seen their fortunes rise this year. The stay-at-home trend amid the pandemic has driven up their stock prices, but can this continue if the Democrats win both run-off elections next month? Read more ...
Google's third antitrust lawsuit since October has arrived, this time from a bipartisan group of states. As expected following yesterday's multistate lawsuit - that one from 10 states with Republican attorneys general - a new group of 38 states and territories led by Colorado is charging Goog...
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Facebook (NASDAQ: FB) is venturing into a familiar hardware technology segment. According to a story published Friday in The Information, the social media giant is developing a smartwatch. Citing "people familiar with the device," the article said that Facebook's timepiece will ...
Apple (NASDAQ: AAPL) recently announced that, as part of an iOS 14 update, it will allow users to block the Identifier for Advertisers (IDFA), effectively short-circuiting targeted advertising on iPhones and other mobile devices. On the heels of that decision, stories emerged that ...
TikTok is planning to launch a set of tools this year to help creators monetize their presence on the social media app. It will focus primarily on social commerce, according to a report from Financial Times . Social commerce is a key piece of Douyin, TikTok's Chinese counterpart, an...