Tag FB
The best companies are always looking for ways to improve and expand their impact. But when they grow beyond their original name, and change it to reflect that, it can be hard for investors to adjust. The name change may signify that a company is moving in a different direction a...
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Big tech keeps getting bigger. Two years since the start of the COVID-19 pandemic, the digital world is becoming a more important part of everyday life as businesses harness technology to get more efficient...
Continue ReadingMSCI announced proposed changes to its sector and subsector hierarchies last year and has just finalized the changes its stakeholders approved...
Continue ReadingThis portfolio strategy uses the quarterly 13F filings to extract 50 consensus stocks from 40 large hedge funds that have more than $3.5 billion Assets Under Management...
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Meta Platforms (NASDAQ: FB), formerly known as Facebook, has been treated harshly by the stock market lately. Three negative narratives drive this sentiment: Heavy investment in the metaverse, reduced ad spending, and tough competition from TikTok. Because of this, Meta Platforms stock is trading at an all-time low when valued from a price-to-free cash flow standpoint...
Continue ReadingListen on the go! A daily podcast of Wall Street Breakfast will be available on Seeking Alpha, iTunes, Stitcher and Spotify...
Continue ReadingMeta Platforms (NASDAQ: FB), formerly known as Facebook, has been treated harshly by the stock market lately. Three negative narratives drive this sentiment: Heavy investment in the metaverse, reduced ad spending, and tough competition from TikTok. Because of this, Meta Platforms...
Continue ReadingWe compare two Metaverse companies - Meta Platforms and Roblox - and determine which is a better buy. Click here to see our takeaways...
Continue ReadingA historic capital rotation has gone from a quiet murmur in the distance in 2021 to a full roar front and center in 2022...
Continue ReadingUnder its present management and business model, the stock is unlikely to revisit last year’s $80 peak...
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