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Robert Karr's 13F portfolio value decreased ~3% from ~$723M to ~$701M this quarter. Joho Capital increased Alibaba Group Holding and Dynatrace during the quarter. The top three positions are Microsoft, Alibaba Group Holding, and Livent. They add up to ~59% of the portfolio. ...
When a recession comes isn't as important this cycle as whether the recession comes before or after a bear market. It's likely a substantial bear market comes in 2022, a couple quarters before an economic recession in 2023. This creates important issues for investors. In this arti...
Global Payments is the largest third-party payment processor in North America primarily through acquisitions that dilutes shareholders' equity. The company does not bear the credit risk of payment default since it does not issue credits. The company is almost evenly matched with i...
Global Payments announced results for Q1 2022 on 2nd May 2022. The stock initially fell around 10% and has remained at roughly the same level since. The company offers strong growth going forward, analysts are projecting strong earnings growth in 2022 (16.5%) and 2023 (16.9%). This is...
David Einhorn's 13F stock portfolio value decreased from $1.75B to $1.57B this quarter. Greenlight increased Chemours, Warner Bros. Discovery, Resideo, LivaNova, Kyndryl, and PLBY while dropping Jack in the Box and EchoStar. They also added Southwestern Energy, Weatherford plc, Intern...
Goldman Sachs analyst Will Nance is starting coverage of the payment technology sector with an overall constructive view on the space and is most optimistic about Visa (NYSE:V) and Mastercard (NYSE:MA), both with Buy ratings. After payment stocks relative valuations dropped in the past six mo...
Michael Burry sold all of his previous positions except for one, Bristol-Myers Squibb. New positions include a number of large tech names, with a large put position as a potential hedge. New value stock positions range from retailers (with shades of his successful GameStop trade) ...
Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. In the quarter ended March 31, 2022, Baron FinTech Fund (the “Fund”) fell 16.67% (Institutional Shares). ...
Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This report optimizes tradi...
InvestorPlace - Stock Market News, Stock Advice & Trading Tips PayPal (NASDAQ: PYPL ) is a leading online payments and digital services platform. However, it — like many tech companies — has seen results tail off as e-commerce slows down following the shop-at-home e...
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Global Payments Inc. (NYSE: GPN), a leading worldwide provider of payment technology and software solutions, will release second quarter 2024 financial results before the market opens on Wednesday, August 7, 2024. Global Payments’ management will host a live audio webcast to discuss th...
2024-07-08 20:58:00 ET Stock Traders Daily has produced this trading report using a proprietary method. This methodology seeks to optimize the entry and exit levels to maximize results and limit risk, and it is also applied to Index options, ETFs, and futures for our subscribers. This...