The S&P 500 is dominated by 5 mega-cap growth stocks. Quant investing can outperform the S&P 500 top stocks. Click here for 5 Top quant stocks from the S&P 500...
Continue ReadingWallace Weitz's 13F portfolio value increased from $1.70B to $1.76B this quarter. Learn more about Weitz Investment Management's holdings and trades for Q4 2022...
Continue ReadingAs we exit the peak period of earnings season, we review the S&P 500 2022 Q4 earnings season in more detail, providing both aggregate and company level insights...
Continue ReadingThe U.S. Federal Trade Commission will not file a complaint aimed at stopping Amazon.com's plan to buy primary care provider One Medical, an FTC official said on Tuesday...
Continue ReadingThe U.S. Federal Trade Commission will not file a complaint aimed at stopping Amazon.com's plan to buy primary care provider One Medical, an FTC official said on Tuesday. Amazon.com Inc said in July that it would buy One Medical for $3.49 billion, expanding the e-commerce giant's virtual healthcare and adding brick-and-mortar doctors' offices for the first time. Amazon declined comment...
Continue ReadingFor the past five years, Walmart sacrificed margins to grow its e-commerce and new Amazon -like lines of business. The retail giant on Tuesday reported that Walmart’s U.S. comparable-store sales rose 8.3% in its quarter ended Jan. 27 compared with a year earlier—healthier than the 4.2% that analysts polled by Visible Alpha were expecting. Inflation is clearly working in Walmart’s favor...
Continue ReadingIf you’re wondering how to trade the AI craze spurred by ChatGPT, researchers at Baird say they have you covered...
Continue ReadingAmazon's vans have something to say. The Amazon and Prime smile logos are still on the vans, but reduced in size from previous iterations. An Amazon spokesperson told GeekWire that the branding campaign started on Feb. 1 and more vans and slogans will be seen across the U.S. in the coming months...
Continue ReadingAmazon CEO Andy Jassy said in a blog post that 'people tend to be more engaged' when in-person...
Continue ReadingNZS Capital Growth Equity Fund strategy was up during the period but meaningfully lagged its index. Click here to read the full fund letter...
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