Tag GOOGL
William von Mueffling's 13F portfolio value increased this quarter from $11.81B to $12.28B. Click here for an update on Cantillon Management's trades for Q1 2023...
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Given megacap stocks' outperformance in Q1, the prevailing view was that the bar was too high, leaving the megacaps susceptible to disappointment when they reported...
Continue ReadingSpotify reached an inflection point for free cash flows as the business continues to grow and management becomes more disciplined on costs. Read more on SPOT here...
Continue ReadingGoogle's new accounting methods accelerated Google Cloud's profitability and boosted its EPS growth in FQ1'23. See why we do not recommend adding GOOG...
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Among Meta Platforms (formerly Facebook), Apple, Amazon, Netflix, and Alphabet (formerly Google), there's one historically inexpensive stock firing on all cylinders and an industry leader facing mounting headwinds...
Continue ReadingInvestment management company Vulcan Value Partners recently released its first-quarter 2023 investor letter. A copy of the same can be downloaded here. The firm has five strategies, and all gained positive returns and outperformed their respective benchmark indexes in the first quarter. The fund’s Large-Cap Composite returned 14.0% net of fees and expenses, the Small Cap Composite returned […]...
Continue ReadingThus far in 2023, big tech has been all the rage. Andrew Rocco divulges 3 tech titans that are next in line to break out...
Continue ReadingAfter ChatGPT sparked a frenzy among tech companies, a conference in Africa is focusing on AI’s promise and peril for poorer nations...
Continue ReadingApple rallied following an FQ2'23 earnings beat. Read why investors should use this rally to unload AAPL stock at such an optimal price...
Continue ReadingKey Insights Alphabet's estimated fair value is US$160 based on 2 Stage Free Cash Flow to Equity Current share price of.....
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