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Fisher's 13F portfolio value decreased from ~$179B to ~$165B in Q1 2022. Nvidia, Intuit, Broadcom, Verizon, Uber, AMD, & Meta Platforms were increased while reducing Intel, Walmart, Walt Disney, Cisco, UnitedHealth, Starbucks & Visa this quarter. The top three positions ar...
The Polaris International Equity Composite returned -5.24%. Now with ‘higher inflation for longer’ rhetoric, commodities have another leg up as in the past they have served as a hedge against inflation. We are considering the risks of a big slowdown in Europe, contin...
The Polaris Global Equity Composite returned -3.83%. We are constantly assessing the portfolio seeking to ensure that our holdings thrive in an inflationary period. We are actively seeking attractively-priced stocks with good upside potential and lesser downside risk. We belie...
VINCI SA (VCISF) Q4 2021 Earnings Conference Call February 4, 2022 04:30 AM ET Company Participants Xavier Huillard - Chairman & Chief Executive Officer Christian Labeyrie - Executive Vice President & Chief Financial Officer Arnaud Grison - Chairman & Chief Executive Officer, VINC...
The following slide deck was published by VINCI SA in conjunction with their 2021 Q4 earnings call. For further details see: VINCI SA 2021 Q4 - Results - Earnings Call Presentation
Fisher’s 13F portfolio value increased from ~$161B to ~$179B in Q4 2021. Amazon, Netflix, Meta Platforms, and PayPal Holdings were increased while reducing Visa, Cisco Systems, Walt Disney, Intel, Wal-Mart, UnitedHealth, and Starbucks this quarter. The top three positions a...
ASGI launched in 2020, and so far the results have been encouraging. The fund has gone to the usual discount as CEFs often do after launching. Though this discount came from positive NAV performance and a decline in price, which is a good combination. For further details see...
Fisher’s 13F portfolio value increased from ~$159B to ~$161B in Q3 2021. Advanced Micro Devices, Facebook, and Lam Research were increased while reducing Visa this quarter. The top three positions are Apple, Microsoft, and Amazon. They add up to ~14% of the portfolio. ...
VINCI SA (OTCPK:VCISF): 1H GAAP EPS of €1.19. Revenue of €22.6B (+22.2% Y/Y) Press Release For further details see: VINCI SA reports 1H results
VINCI SA (VCISF) Q2 2021 Earnings Conference Call July 30, 2021 2:30 AM ET Company Participants Christian Labeyrie - Chief Financial Officer, VINCI Nicolas Notebaert - Chief Executive Officer, VINCI Concessions Conference Call Participants Nabil Ahmed - Barclays Siobhan Lynch - Deutsche Bank ...
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Turnstone Biologics Corp. (TSBX) is expected to report $-0.73 for Q4 2023 Exro Technologies Inc (EXROF) is expected to report for Q4 2023 Boyd Gaming Corporation (BYD) is expected to report $1.43 for Q4 2023 Onto Innovation Inc. (ONTO) is expected to report $0.99 for Q4 2023 Motor...