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MKM Partners analyst Rohi... AMZN...
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Cowen analyst John Blackl... AMZN...
Continue ReadingNot long ago, $1 trillion seemed like a near-impossible milestone for a publicly traded company...
Continue ReadingShares of the newly merged Warner Brothers Discovery (NASDAQ: WBD) finally began trading last week after a protracted merger saga. The share price was volatile before ultimately ending the week more or less where it began. Many Warner Brothers Discovery shareholders are AT&T...
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Amazon is getting out ahead of a shareholder proposal to conduct an independent audit on diversity and equity in its workplace. The e-commerce giant is instead conducting its own...
Continue ReadingA labor group seeking to represent Amazon.com Inc workers in a small warehouse in New Jersey has withdrawn its petition for a unionization vote, a spokesperson for the U.S. National Labor Relations Board (NLRB) said on Tuesday...
Continue ReadingWith the rising interest rate driven rotation out of the technology sector, the SCHX Large-Cap ETF is down ~9% YTD, which is ~1% worse than the S&P500...
Continue ReadingThe Oakmark Global Fund declined by 5.53% for the quarter ended March 31, 2022. Click here to read the full fund letter...
Continue ReadingThe Oakmark Fund generated a -3% return during Q1 outperforming the S&P 500 Index. Click here to know who the biggest contributors and detractors were...
Continue ReadingMicrosoft has been battered, like the rest of its SaaS peers. However, its valuation has also normalized & reverted to its 5Y mean. See more on MSFT stock here...
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