Key Insights Using the 2 Stage Free Cash Flow to Equity, Alphabet fair value estimate is US$181 Alphabet's US$135 share.....
Continue ReadingElon Musk-owned X, formerly Twitter, has updated its terms of service to prohibit scraping and crawling — likely to fend off any AI models training on its data.The new terms, which are effective from September 29, ban any kind of scraping or crawling without "prior written consent."NOTE: crawling or scraping the Services in any form, for any purpose without our prior written consent is expressly prohibited.The previous version of the terms allowed crawling in accordance with robots.txt."NOTE: cr...
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Continue ReadingFed speakers see policy heading in the right direction, Disney and Charter’s cable dispute threatens another sports weekend, Google and Justice Department set to face off in federal court, and other news to start your day...
Continue ReadingGoogle is now rolling out Privacy Sandbox — its tech to replace third-party cookies — to all Chrome users. The company is touting this as a more privacy-forward feature, which tracks topics of interest based on your browsing habits. Advertisers can then use this data to show you relevant ads.The company has been showing a new popup about Privacy Sandbox to users over the last few days. Users have complained about the pop-up not providing enough information about the cookie replacement tech and h...
Continue ReadingLongleaf Partners, managed by Southeastern Asset Management, released its “Partners Fund” second quarter 2023 investor letter. A copy of the same can be downloaded here. The fund was 5.15% up in the second quarter, compared to S&P’s return of 8.74% and Russell 1000 Value’s 4.07% return. YTD, the fund returned 17.42% outperforming S&P 500’s 16.89% return. The […]...
Continue ReadingOver the past year, rising interest rates made dividend stocks a lot less appealing than fixed-income investments like CDs and bonds. Let's find out a bit more about these three dividend-paying tech stocks...
Continue ReadingAckman's 13F portfolio value increased to $10.82B this quarter, with the number of positions remaining steady at 7. Click here for a detailed analysis...
Continue ReadingGoogle wants to make sure the content it serves to users is of the highest quality. The company filed a patent application for a system to.....
Continue ReadingGoogle (GOOG, GOOGL) has ventured into the world of sports streaming by bringing the NFL Sunday Ticket to YouTube TV, providing fans across the United States access to out-of-market games. Yahoo Finance Senior Reporter Alexandra Canal reports that the season opener will be available on both Peacock and NBC, highlighting the trend of streamers exclusively airing NFL games. This list includes giants like Peacock, Amazon (AMZN), Warner Bros. Discovery (WBD) and ESPN+. NFL Commissioner Roger Goodell has emphasized his intent to expand the reach of the NFL, which will in return help streaming services and networks to increase engagement on their platforms. Yahoo Finance Reporter Josh Schafer explains while the NFL is protective of its media rights, companies have began to invest. Amazon's $1 billion deal for one game a week is already making waves, with potential benefits for both the NFL and Amazon in expanding their consumer base...
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