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Tracking Jeremy Grantham’s GMO Capital Portfolio – Q4 2023 Update

Jeremy Grantham's 13F portfolio value increased from $21.17B to $22.66B in the last quarter. Read more to see the portfolio's full Q4 2023 update...

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TSLA

Europe Is Being Forced to Reboot Its Car Industry

(Bloomberg) -- Volkswagen, Renault and Stellantis are thinking the unthinkable, exploring tie-ups with sworn competitors to make cheaper electric vehicles and fend off existential threats.Most Read from BloombergLargest Covid Vaccine Study Yet Finds Links to Health ConditionsCapital One to Buy Discover for $35 Billion in Year's Biggest Deal Amazon Deserves to Be Called Out for Swindling UsersStocks Pause Near Record as Traders Await Catalyst: Markets WrapWall Street’s Moelis Bet Big on the Middl...

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ETO: Maintaining Rating, But This Global CEF Is Improving

ETO appears to be fully covering its distribution and trades at a reasonably attractive distribution. Learn why the Fund is a Hold...

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AMZN MSFT

International Annual Returns And Top 10 Holdings

China’s weight in the emerging market universe is typically 30% of the EM benchmarks, but (in my opinion) China remains uninvestable...

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TSLA

My Top 5 AI Stocks

AI-related tech stocks have surged, leading to significant gains in my all-weather portfolio's tech segment. Click here for a detailed analysis...

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MSFT

Dropbox: Stagnation Sparks Competitive Concerns

Dropbox faces fierce competition from larger players in the market. Read why I am not yet willing to see great appeal with DBX stock...

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TSLA

INSIGHT-How a Chinese rocket failure boosted Elon Musk’s SpaceX in Indonesia

When a Chinese rocket malfunctioned shortly after launch in April 2020, destroying Indonesia's $220 million Nusantara-2 satellite, it was a blow to the archipelago's efforts to strengthen its communication networks. But it presented an opportunity for one man...

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GOOGL

Google Lays Off Thousands More Employees Despite Record Profits One Year After Laying off 12,000 Employees As Workers Begin Worrying AI is Slowly Replacing Them

Google has initiated significant layoffs across its various teams, including the Voice Assistant, hardware, engineering and ad sales teams, marking a continuation of the tech industry’s trend towards reducing workforce expenses. The layoffs have affected hundreds of employees within the Voice Assistant unit; hardware teams responsible for Pixel, Nest and Fitbit products; and a considerable portion of the augmented reality (AR) team. This move is part of Google’s broader effort to streamline oper...

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TSLA

Detroit automakers splurge on shareholders with big stock buybacks

The Detroit Three spent a combined $22.7 billion buying back their shares and paying dividends last year...

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GOOGL

Amazon, JP Morgan And Berkshire Hathaway Bet Big And Failed — Will Google Be Successful In Making Healthcare Accessible?

Alphabet Inc.'s (NASDAQ:GOOGL) Google is on a mission to make healthcare more accessible and believes everyone should have access to useful health resources. Amazon.com Inc. (NASDAQ:AMZN), Berkshire Hathaway Inc. (NYSE:BRK) and JPMorgan Chase & Co. (NYSE:JPM) took on a similar mission with the launch of Haven, which aimed to "transform healthcare to create better outcomes and overall experience, as well as lower costs for you and your family." But three years into the joint venture, the company...

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