Qualivian Investment Partners, an investment partnership focused on long-only public equities, released its Q3 2024 investor letter. A copy of the same can be downloaded here. The fund outperformed the iShares MSCI USA Quality Factor ETF (QUAL) by 38.6% and 33.2% on a gross and net basis since its inception through June 30, 2024. It […]...
Continue ReadingTo meet the commitment, the CEO of SoftBank Group will need to embark on a combination of a massive fundraising effort, a huge amount of new debt or selling chunks of the company’s holdings to raise cash...
Continue ReadingAntitrust enforcers have successfully blocked the merger of Kroger and Albertsons a deal that would have brought the two largest U.S. supermarket chains together. Now Albertsons is crying over its spilled milk, and for good reason. Last week, Albertsons said it is suing Kroger for damages, alleging that it didn’t do enough—such as offer more store divestitures—to quell regulators’ concerns...
Continue ReadingAmazon's dominance in cloud and e-commerce justifies its growth investments. Learn why AMZN stock is a buy with a 38% upside, led by AWS and AI...
Continue ReadingNvidia Corporation's stock has dipped to $134.25 despite record highs post-Q3 results. Click here to read my latest analysis of NVDA stock...
Continue ReadingBroadcom's Q4 FY2024 earnings report shows strong revenue growth, driven by custom AI chip demand, pushing its market cap past $1 trillion. Read more here...
Continue ReadingAlphabet operates in high-growth sectors like AI, cloud computing, streaming, and autonomous vehicles. See why I rate GOOG stock a buy...
Continue ReadingGoogle's diversification strategy includes significant growth in its cloud computing business. Read why GOOG stock is a Buy for the long term...
Continue ReadingCEOs of the world’s biggest companies are more optimistic about the economy than they have been in years. The enthusiasm is being driven in part by the prospect of President-elect Donald Trump’s return to the White House, with many chief executives expecting their businesses to benefit from lower corporate taxes and less regulation, according to a new survey. Outcomes of other elections around the world are also fueling expectations for improvements in the global economy and political stability...
Continue ReadingWe recently compiled a list of the Jim Cramer’s Bold Predictions About These 15 Tech Stocks. In this article, we are going to take a look at where Amazon.com, Inc. (NASDAQ:AMZN) stands against the other tech stocks Jim Cramer recently talked about. Like all of us, Jim Cramer is always wondering what’s next for the stock […]...
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