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Continue ReadingTesla's EV King investment thesis has faded, with it no longer the largest global producer by Q4 2023. Read more about TSLA stock analysis here...
Continue ReadingThe Magnificent 7 mega-cap corporations have outperformed the S&P 500, and some now have market caps as large as entire developed economies. Read more here...
Continue ReadingListen on the go! A daily podcast of Wall Street Breakfast will be available this morning on Seeking Alpha, iTunes, Spotify...
Continue ReadingWhile the marketâs overall valuation became more stretched, Distillate Capital continues to find attractive situations. Click here to read the full fund letter...
Continue ReadingNZS Capital's flagship strategy was up 16% (net) vs. 11% for its benchmark index. Click here to read the full fund letter...
Continue ReadingThe ClearBridge Large Cap Value Strategy outperformed its benchmark Russell 1000 Value Index in the fourth quarter, capping a strong year overall for relative performance...
Continue ReadingThe S&P 500 and Dow hit record highs Friday as leading stocks run. Here's what to do now with Tesla and Netflix leading upcoming earnings...
Continue ReadingTesla, Netflix and GE headline the earnings calendar as the year-end reporting season gathers momentum...
Continue Reading“I know a company that has brutally cut pricing and their profitability has brutally collapsed,” Carlos Tavares said, without using Tesla's name...
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