To celebrate our 100th article on Seeking Alpha, we are formally unveiling some of our top ideas in the tech sector and in the market more broadly for 2022...
Continue ReadingZURICH (Reuters Breakingviews) - The dictionary defines transition as a “change from one state or condition to another.” That sums up the world as 2022 arrives. Whether it is the move away from an economic system reliant upon hydroca...
Continue ReadingIndian billioniare Mukesh Ambani-owned Reliance Jio Infocomm Ltd [RELIB.UL], the country's top telecom operator, is planning its largest ever rupee bond sale for up to 50 billion rupees ($670.65 million) of notes, Bloomberg News reported on Tuesday...
Continue Reading[Updated 12/31/2021] Google Update...
Continue ReadingThe S&P 500 outperformed the Dow Jones Industrial Average and the Nasdaq by its widest margin in over two decades in 2021, marking only the sixth time it has beaten the other indexes. The benchmark posted gains of 27% compared to a 19% jump by the Dow and a 21% return by the tech-heavy Nasdaq Composite index. If you ignore the sudden plunge experienced at the onset of the coronavirus pandemic last year, the stock market has been on an incredible yearslong tear...
Continue ReadingMeta Platforms (FB) closed the most recent trading day at $338.54, moving +0.65% from the previous trading session...
Continue ReadingMy four major calls in 2021 were Dump China, Buy Japan, Buy I Bonds, Buy Berkshire Hathaway; they remain in force for 2022 - avoid Cathie Wood's stocks...
Continue ReadingIn 2021, I outperformed the market with 10-15 concentrated positions; however, I've made some mistakes. Click here to see how my 2021 investments did and my outlook for 2022...
Continue ReadingPhilippe Laffont’s 13F portfolio value decreased from $25.82B to $24.58B in Q3. The largest 3 positions are Moderna, DoorDash, and Snowflake, adding up to ~22%...
Continue ReadingAs the new year is upon us, many people are revisiting their finances. Furthermore, many may be looking for some new stock ideas as they either reallocate or deploy new money into the market. But what stocks should they buy?...
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