Netflix has been willing to turn a blind eye toward password sharing when it was growing subscribers, but losing customers can change behavior quickly...
Continue ReadingThe Oakmark Select Fund declined 6% in the first quarter of 2022 compared to a 5% decline in the S&P 500. Click here to read the full fund letter...
Continue ReadingMeta wants a huge cut of content sales, but NFT sales are a worry after demand collapses. Click here to find out why I'm bearish on FB stock...
Continue ReadingSlowing revenue growth and swelling expenses at the company's nascent reality labs division are among the most important things on Meta investors' minds...
Continue ReadingStill kicking yourself for not getting into Twitter stock years ago when it went public? Don't. It's been dead money in the S&P 500...
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 ReadingElon Musk -- who has been notoriously controversial on social media -- bought a 9.2% stake in Twitter (NYSE: TWTR) in early April, making him the company's largest shareholder. Needless to say, the news of Musk's purchase sent Twitter's stock skyrocketing, with shares of the popu...
Continue ReadingAlphabet (Google) heads into Q1 earnings on April 26. Check out why we think Meta (FB) stock valuation has been dragging down Google since its de-rating...
Continue ReadingThe Facebook parent company has been eager to mine the Puget Sound region's talent pool as it rapidly expands its office footprint. Now Meta tells the Business Journal it has more local employees than it expected to have this year...
Continue ReadingA group representing some of Meta Platforms Inc's institutional investors urged shareholders of the Facebook owner to vote against the re-election of two of its board members, Marc Andreessen and Peggy Alford...
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