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Summary A large position has been taken in Snowflake at Joel Greenblatt's Gotham Asset Management. Snowflake has also been held at Berkshire Hathaway since its IPO. This article will explore the value proposition these prolific value investors might be seeing in Snowflake. ...
Summary Amazon is acquiring iRobot Corporation at $61 per share. The deal is subject to a second request by the FTC. Senator Warren has voiced her objections as well. Amazon buying robots sounds scary. At the end of the day, this is a $1 trillion juggernaut buying a tiny com...
The Federal Reserve's interest rate decision will provide the main driver of next week's trading activity. At the same time, Wall Street will also receive more earnings reports -- this time from some of the biggest tech names and some of the highest-profile oil players. Given these catalysts,...
Summary Google (Alphabet) stock is now priced at ~13x FW pretax earnings when adjusted for its cash position. It is essentially viewed by the market as a terminally stagnating business, according to Buffett’s 10x EBT rule. Yet, the reality is the exact opposite in the way I s...
Listen on the go! Subscribe to Wall Street Breakfast on Apple Podcasts and Spotify Today’s show focuses on the catalyst watch for the week of January 29. Seeking Alpha Senior Managing Editor, Kim Khan speaks with Julie Morgan about the upcoming FOMC meeting . He also give...
InvestorPlace - Stock Market News, Stock Advice & Trading Tips Many investors understand the benefits of diversifying their portfolios. Diversification across various asset classes is a part of this discussion. Indeed, holding a certain percentage of high-growth stocks in addition to ...
Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) this month announced it was cutting 12,000 jobs as part of a plan to lower costs and pivot to new opportunities like AI, but one investor isn't satisfied. Activist investor Christopher Hohn of TCI Fund Management, which had pushed the tech giant t...
The so-called FAANG stocks flopped in 2022. It wasn't pretty. Meta Platforms (NASDAQ: META) stock (the "F" in FAANG because it was previously named Facebook) plunged 64%. Netflix (NASDAQ: NFLX) didn't fare much better, with its shares sinking 51%. Alphabet (NASDAQ: GOOG)...
Summary Amazon's business units consist of two seemingly unrelated businesses, retail and cloud businesses. However, both businesses have much in common and can tremendously benefit from their operating leverage. When there is significant operating leverage in business, it is import...
InvestorPlace - Stock Market News, Stock Advice & Trading Tips The tech market saw a poor 2022. While it continues to represent one of the most popular investment sectors on the market, the industry shaved $4.6 trillion in market capitalization throughout the year. There were thousands ...
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2024-04-28 10:23:00 ET April is drawing to a close. Tax season is behind us, the kids only have a few more weeks of school, and spring has sprung. Meanwhile, the first-quarter earnings season is just starting up. Online ad giants Roku (NASDAQ: ROKU) and Alphabet (NASDA...
2024-04-27 11:26:00 ET One of the most closely followed investors on Wall Street is Bill Ackman , CEO of Pershing Square Capital Management. While Ackman's portfolio has billions of dollars of investment capital, the hedge fund manager holds only seven individual stocks. Among t...
Billionaire investor Bill Gross has advised investors to steer clear of tech stocks despite Microsoft Corporation (NASDAQ:MSFT) and Alpha...