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Continue ReadingDow Jones Futures Await Jobs Report As Amazon Leads Earnings Movers; Bullish Tesla Shakeout?...
Continue ReadingDuring Q4 2024, global stocks were pressured by investor concerns about economic growth, persistent inflation in some regions and the likelihood of further interest rate cuts in 2025...
Continue ReadingWe are long-term investors focused on the risk-adjusted returns a diversified portfolio can deliver through a market cycle...
Continue ReadingOur expectation is that 2025 will be a more subdued, but positive, year in terms of overall equity returns...
Continue ReadingTikTok blowback? e.l.f. Beauty falls sharply after lowering guidance. Amazon solid Q4 results upstaged by soft guidance, FX risks -updated. Nikola considering bankruptcy filing: report...
Continue ReadingAmazon's Q4 FY24 results met expectations, but weak Q1 guidance caused a dip. Learn why AMZN stock presents a potential buy-the-dip opportunity...
Continue ReadingAmazon faced ~900 Mn FX headwind in 4Qâ24 which was ~700 mn higher than assumed. Read more here...
Continue ReadingWe advise caution on PDD Holdings due to regulatory risks, slowing revenue growth, and competition from Amazon's new services. Read more on PDD stock here...
Continue ReadingThe following slide deck was published by Amazon.com, Inc...
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