Oracle is expected to deliver another strong quarter. Click here to read why investors should remain focused on the long-term positioning of the business...
Continue ReadingQ4 2022 Gaia Inc Earnings Call...
Continue ReadingSea Limited reported great results that blew away estimates. Read why the company's focus on efficiency is paying off...
Continue ReadingAmazon is set to launch its own NFT marketplace next month, with the option of having digital collectibles linked to physical goods delivered to customers’ doorsteps, according reports...
Continue ReadingNot many professional investors manage to beat the market on a regular basis. Last year, Simons increased his stake in Amazon (NASDAQ: AMZN) more than 76-fold, making the e-commerce company his second-largest holding. Meanwhile, Sarma added more modestly to his position in Netflix (NASDAQ: NFLX), though the streaming giant still ranks as his fourth-largest holding...
Continue ReadingIt seems like the Street is expecting Alphabet's shares to remain subdued in the near future. Read why I remain neutral on GOOG stock now...
Continue ReadingAmazon is transforming from a product-based company into a service-based company before our eyes. Selling discount products online has never been particularly profitable for Amazon. Amazon needs its e-commerce sales to drive the brand, but transitioning to a service-based financial model will bring profits to investors...
Continue ReadingClearBridge Investments, an investment management company, released its “ClearBridge Sustainability Leaders Strategy” fourth 2022 investor letter. A copy of the same can be downloaded here. The strategy underperformed its benchmark, the Russell 3000 Index, in the fourth quarter. In the quarter, the strategy gained in eight of the ten sectors it invested in on an absolute […]...
Continue ReadingInvestors eye Powell's Senate testimony for rate hike clues amid hot economic data. Meta Platforms is reportedly ready to cut thousands more jobs as soon as this week...
Continue ReadingThe impact of ChatGPT and generative AI on Microsoft is overhyped and misunderstood by markets. Click here to read my take on what it means for MSFT stock...
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