Palantir has continued to be punished by the market. Click here to read why I think PLTR has a path to deliver substantial shareholder returns...
Continue ReadingThe National Bureau of Economic Research's definition of "a significant decline in economic activity that is spread across the economy and lasts more than a few months" has enough wiggle room and gray area to push a formal declaration further out into the future. Last Wednesday, Amazon (NASDAQ: AMZN) told employees that because of "an unusual and uncertain macroeconomic environment," it was going to immediately begin laying off as many as 10,000 or more workers. While we've seen tens of thousands of employee departures from tech companies like Meta, Snap, and Twitter in recent weeks, the back-to-back announcements by Amazon and FedEx are especially worrisome because they're happening just before Christmas...
Continue ReadingShipping delays and customer service complaints are among the woes that have started to erode shoppers’ long-favorable views...
Continue ReadingRemember when Black Friday was just one day of super sales? Black Friday still is the biggest sales event for retailers. Amazon (NASDAQ: AMZN) and rivals have been doling out Black Friday deals for weeks...
Continue ReadingCano Health, Inc. arguably has the most asymmetrical risk/reward profile we have encountered. See why we believe the stock is a strong Buy...
Continue ReadingAre we destined for a recession in 2023? Worse yet, some are of the opinion that a 2023 recession could be long and ugly, as opposed to a quick downturn. There's a chance the economy won't sour in 2023, and there's also a chance that if a recession hits, it will be fairly short-lived...
Continue ReadingJeremy Granthamâs 13F portfolio value decreased from $18.46B to $17.33B this quarter. See what GMO Capital increased and decreased in holdings...
Continue ReadingSnowflake is scheduled to report its FQ3'23 earnings release on November 30. See why we believe SNOW stock's valuation is too expensive for now...
Continue ReadingA 13F offers an under-the-hood look at what some of the smartest money managers in the world were holding in their portfolios at the end of the most recent quarter -- in this case, as of Sept. 30, 2022. Despite being clobbered by the 2022 bear market, growth stocks remained a popular buy for billionaire money managers during the third quarter. What follows are seven supercharged growth stocks billionaires can't stop buying...
Continue ReadingGLU invests in utilities and other dividend-paying companies that have similar characteristics to utilities. Find out what to consider before buying the fund...
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