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Tracking Ken Fisher’s Fisher Asset Management Portfolio – Q1 2023 Update

Fisher’s 13F portfolio value increased from ~$148B to ~$165B in Q1 2023. Read more to see the portfolio's full Q1 2023 update...

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GOOGL MSFT

Wall Street Breakfast Podcast: Fed Decision Day, Then What?

Federal Reserve expected to boost policy rate by 25 bps again - then pause? Icahn Enterprises drops on new Hindenburg Research short report. How Investors Should Think About Micron...

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GOOGL MSFT

Google, Microsoft CEOs called to AI meeting at White House

The chief executives of Alphabet Inc's Google, Microsoft, OpenAI and Anthropic will meet with Vice President Kamala Harris and top administration officials to discuss key artificial intelligence (AI) issues on Thursday, said a White House official...

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GOOGL

Google draws backlash from Brazil with lobbying against ‘fake news’ bill

Google has drawn the ire of Brazil’s government and public prosecutors after publicly lobbying against legislation aimed at curbing the spread of “fake news”. The company, which is among several in Big Tech that oppose the bill, had promoted an article on its homepage entitled “This bill will make your internet worse”. Justice minister Flávio Dino said he had asked antitrust regulators to investigate potential “abusive practices” by the tech group, while public prosecutors in the state of São Paulo demanded an official explanation...

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GOOGL

Google’s True Moat And Marginal Cost Of Information

Google moat is very stable and scalable. The ongoing AI advancement will fill it with even more crocodiles. Click here for my long-term view of GOOG prospects...

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GOOGL

Apple, Google partner to combat creepy tracking tactics

Apple and Google are teaming up to thwart unwanted tracking through Bluetooth devices that were created to help people find lost keys, keep tabs on luggage or to locate other things that have a tendency to be misplaced or lost. The two companies behind the iPhone and the software that powers Android phones on Tuesday submitted a proposal to set standards for combatting secret surveillance on Apple's AirTag trackers and similar gadgets. The concept also has the backing of Samsung, which sells the most Android smartphones worldwide, as well as tracking products similar to the AirTag such as Tile, Chipolo, and Pebblebee...

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GOOGL

RA: This Incredibly Expensive CEF Has An Unsustainable Distribution

Brookfield Real Assets Income Fund invests in a portfolio of securities issued by companies that use significant real assets. Click here for our RA CEF review...

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Baron Opportunity Fund Q1 2023 Shareholder Letter

Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing...

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GOOGL

How To Trade A Broken-Wing Butterfly On GOOGL Stock

With a regular butterfly option trade, the wings are placed an equal distance from the short strike. With this broken-wing butterfly on GOOGL stock, we leave a larger gap on a particular side. Notice that the put option with the upper strike price is three points away from the middle puts while the lower strike price is five points away from the middle puts...

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GOOGL

Alphabet (GOOGL) is an Incredible Growth Stock: 3 Reasons Why

Alphabet (GOOGL) could produce exceptional returns because of its solid growth attributes...

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