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seekingalpha.com 13hours ago

Palantir Stock: I Misjudged The Dod Catalyst, Badly (nyse:pltr)

I last wrote on Palantir Technologies Inc. (NYSE:PLTR) about 3 months ago. Given the rapid development of its business, it would be helpful for me to start with a brief recap of the background. At that time, the company had just reported its 2024 Q1 results. The results were mixed and triggered a sizable price correction of more than 10% after the press release. Under this context, I wrote an article, entitled Give The Knife More Time To Fall, as illustrated by the screenshot below, to argue for a hold thesis.
Read by 74% of LPs

nasdaq.com 13hours ago

Validea Detailed Fundamental Analysis - Bmy | Nasdaq

Below is Validea's guru fundamental report for BRISTOL-MYERS SQUIBB CO (BMY). Of the 22 guru strategies we follow, BMY rates highest using our P/B Growth Investor model based on the published strategy of Partha Mohanram. This growth model looks for low book-to-market stocks that.
Read by 76% of LPs

seekingalpha.com 16hours ago

Aristotle Focus Growth Q2 2024 Commentary

The U.S. equity market achieved record highs, as the S&P 500 Index rose 4.28% during the period. Gains were once again driven by the "Magnificent 7." This narrow group of stocks was responsible for the majority of the S&P 500's return during the quarter. Concurrently, the Bloomberg U.S. Aggregate Bond Index returned 0.07% for the quarter. In terms of style, the Russell 1000 Value Index underperformed its growth counterpart by 10.50%. Past performance is not indicative of future results.
Read by 49% of LPs

forbes.com 17hours ago

How To Adapt Your Dei Program Following The Latest Fearless Fund Decision

Let's explore two ways to continue to pursue diversity in institutional investment portfolios with lower risk of being construed as engaging in discrimination.
Read by 59% of LPs

nasdaq.com July 25, 2024

Guru Fundamental Report For Chd

Below is Validea's guru fundamental report for CHURCH & DWIGHT CO., INC. (CHD). Of the 22 guru strategies we follow, CHD rates highest using our P/B Growth Investor model based on the published strategy of Partha Mohanram. This growth model looks for low book-to-market stock.
Read by 37% of LPs

nasdaq.com July 25, 2024

Guru Fundamental Report For Txn

Below is Validea's guru fundamental report for TEXAS INSTRUMENTS INC (TXN). Of the 22 guru strategies we follow, TXN rates highest using our P/B Growth Investor model based on the published strategy of Partha Mohanram. This growth model looks for low book-to-market stocks that e.
Read by 62% of LPs

wealthmanagement.com July 25, 2024

Elevation Point Adds Two Ubs Execs As Founding Partners

Bradford Smithy and Robert Tamarkin are joining the venture launched by former Sanctuary Wealth CEO Jim Dickson, which aims to help smaller RIAs grow.
Read by 72% of LPs

abcnews.go.com July 25, 2024

Amid Tensions With China, Some Us States Are Purging Chinese Companies From Their Investments

Some U.S. states are scrapping investments in Chinese companies amid tensions between countries with the world's largest economies. : Some U.S. states are scrapping investments in Chinese companies amid tensions between countries with the world's largest economies JEFFERSON CITY, Mo. -- As state treasurer, Vivek Malek pushed Missouri's main retirement system to pull its investments from Chinese companies, making Missouri among the first nationally to do so. Now Malek is touting the Chinese divestment as he seeks reelection in an Aug. 6 Republican primary against challengers who also are denouncing financial connections to China.
Read by 46% of LPs

fortune.com July 25, 2024

U.s. States Are Ordering Their Pension Funds To Sell Their China Investments | Fortune Asia

“Most of these policies are unwise and would make U.S. citizens poorer,” said Ben Powell, executive director of the Free Market Institute at Texas Tech University.
Read by 74% of LPs

benzinga.com July 25, 2024

Profit Margins For U.s. Home Sellers Mostly Unchanged During Second Quarter Despite Renewed Price Spike

Returns on Typical U.S. Home Sales Increase Slightly to 56 Percent; Margins Generally Flat Even as Median U.S. Home Price Hits New High During Spring Buying Season; Median Raw Profits Rise Back Over $130,000 IRVINE, Calif., July 25, 2024 /PRNewswire/ -- ATTOM, a leading curator of land, property, and real estate data, today released its second-quarter 2024 U.S. Home Sales Report, which shows that home sellers earned a 55.8 percent profit margin on typical single-family home and condo sales in the United States during the second quarter.
Read by 70% of LPs