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2023-11-15 07:15:00 ET Summary SaltLight Capital Management started in 2015 and has grown tremendously, with assets under management doubling each year. Our investment process is continuously evolving. SaltLight takes a long-term approach to investing, focusing on the durable stre...
2023-11-15 01:56:28 ET Summary Baillie Gifford's 13F portfolio value decreased from ~$118B to ~$110B this quarter. The top three holdings in the portfolio are MercadoLibre, NVIDIA, and Tesla. There were stake increases in companies such as PDD Holdings, Coupang, and BeiGene, a...
2023-11-12 11:00:00 ET In this video, I will be talking about MercadoLibre 's (NASDAQ: MELI) recent earnings report and why it might be the best stock to own right now. *Stock prices used were from the trading day of Nov. 9, 2023. The video was published on Nov. 12, 2023. ...
2023-11-11 08:15:00 ET Amazon is one of the most closely followed stocks on the market, and for good reason. It has been one of the best stocks to own ever -- if you bought early enough and held on through the ups and downs. Amazon still has plenty to offer investors, and it's a cla...
2023-11-09 10:15:00 ET Summary Polen Capital is a global independently-owned growth equity boutique, led by an experienced team of investment professionals who are committed to preserving and growing the assets of our clients through a prudent and disciplined long-term investment appr...
2023-11-09 08:30:00 ET Summary Today, I will walk you through where we've been with Amazon stock and where we're going. That is, we will discuss my thesis for Amazon that underlay my conviction in the business over the last year or so. Then, we will expand this thesis via an a...
2023-11-09 07:00:00 ET Sometimes, it's a good practice to rank the stocks in your portfolio by conviction. At the top of the list should be your must-own stock, and if you were forced only to own one, that would be it. While only owning one stock is a hypothetical scenario, it reveals a lot...
2023-11-07 09:57:54 ET InvestorPlace - Stock Market News, Stock Advice & Trading Tips Overlooking the rapid growth potential of e-commerce might leave some investors feeling out of step, perhaps even a bit behind the curve. While general consumer behavior has stabilized post-pan...
2023-11-07 03:08:21 ET Summary MercadoLibre has shown strong operational momentum in all segments, exceeding expectations in its third quarter results. Investors are pricing MELI for continued perfection, which may be risky if unexpected problems arise. The company's valuation...
2023-11-05 10:45:00 ET Summary Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. Baron Global Advantage Fund lost 6.1% in Q3 2023, underperforming its benchmarks. ...
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2024-08-03 05:12:00 ET Currently, only seven public companies have a market capitalization that exceeds $1 trillion. From largest to smallest, the members of that elite group include: Apple , Microsoft , Nvidia , Alphabet , Amazon , Saudi Aramco , and Meta Platform...
2024-08-02 13:26:10 ET Shares of MercadoLibre (NASDAQ: MELI) , the Latin America e-commerce giant, were climbing today even as the broad stock market collapsed following a weak unemployment report. MercadoLibre was shining after delivering a strong earnings report last night, po...
2024-08-02 11:00:56 ET In this video, I will be talking about MercadoLibre 's (NASDAQ: MELI) recent earnings report and why it might be the best e-commerce stock to own right now. Check out the short video to learn more, consider subscribing, and click the special offer link below. ...