Jeremy Grantham's 13F portfolio value increased by 10% this quarter, reaching $21.60B. Check out GMO Capital's holdings and trades for Q2 2023...
Continue ReadingAlphabet's stock has been relatively flat over the past year, but has rebounded from its lows in January. Find out why GOOG stock is a Strong Buy...
Continue ReadingThere's simply no way to ignore what's going on in the world of artificial intelligence (AI). The recent advancements in generative AI and large language models (LLMs) -- which underpin next-generation chatbots -- went viral, sparking interest from consumers and the investing public alike. After crunching the numbers, TD Cowen analyst John Blackledge called it a "monumental shift," concluding that spending on generative AI software will reach $81 billion by 2027, a compound annual growth rate (CAGR) of 190% over five years...
Continue ReadingIt's always a good idea to have a long-term time horizon, to focus on high-quality businesses, and to hold through the inevitable ups and downs. For investors who want a more hands-off approach, buying index funds, like the Vanguard 500 Index Fund Admiral Shares or the Fidelity 500 Index Fund, is a smart choice. This means putting a fixed amount into an index fund periodically, say on the first of every month...
Continue ReadingChina's slowdown doesn't spell doom for all tech stocks. These global giants are poised for success despite the Chinese uncertainty...
Continue ReadingAmong Nvidia, Amazon, DexCom, Shopify, Alphabet, Tesla, Palo Alto Networks, and Monster Beverage, there are three stock-split stocks billionaires are meaningfully paring down, and another they simply can't stop buying...
Continue ReadingMarsh & McLennan reaches $450M deal for Australia's Honan Insurance. Bill Ackman, Boaz Weinstein reportedly make rival $12/share offer for Sculptor Capital. Amazon restarts shipping service...
Continue ReadingDurables/apparel and consumer services are undervalued relative to their historical baseline. Find out more about XLY's fast facts and cheap stocks...
Continue ReadingAlibaba's international commerce segment is driving revenue growth, reducing losses, and positioning the company for future success. Find out why BABA stock is a Buy...
Continue ReadingEmbracer acquired the Lord of the Rings IP for an attractive price. Read more to see my thoughts on THQQF stock and why it is a Buy...
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