Tag GOOGL

Weitz Investment Management, an investment management firm, released its “Partners III Opportunity Fund” fourth-quarter 2022 investor letter. A copy of the same can be downloaded here. In the fourth quarter, the fund’s Institutional Class returned +5.45% compared to a +7.18% return for the Russell 3000 Index. For the full year, the fund returned -22.46% compared to […]...

Heartland Advisors, an investment management company, released its “Heartland Opportunistic Value Equity Strategy” fourth quarter 2022 investor letter. A copy of the same can be downloaded here. In the fourth quarter, the strategy returned 13.42% Net of Advisory Fees compared to the Russell 3000 Value Index’s 12.18% return. The robust stock selection in the Information Technology […]...

Benchmark analyst Mark Zgutowicz downgrades The Trade Desk, Inc. (NASDAQ: TTD) from Hold to Sell with a $38 price target. Post CEO Jeff Green's bullish 1Q and broad 2023 outlook on the 4Q call, the analyst believes buy-side expectations have rerated to untenable levels while eclipsing overly optimistic consensus expectations. While CTV ad unit growth remains relatively healthy and on pace to support an estimated ~40% of TTD's gross spend in the next two years, non-CTV development (e.g., mobile a...

Yahoo Finance Live discusses Bing reaching 100 million daily active users after Microsoft released it's ChatGPT integrated features...

Adam Seessel founder of Gravity Capital, dumped his “old economy” stocks in the 2010s and embraced the digital revolution. Why he’s still a believer in value investing—and growth stocks...

Though politicians' calls to ban TikTok appear to be gaining steam, Meta (META) and Alphabet (GOOG, GOOGL) appear to be safe from regulatory pressure this year, Needham analyst Laura Martin wrote this week...

Amazon's (AMZN) AWS is chosen by Southwest Airlines as the preferred public cloud provider, bolstering AWS's customer base...