Altice USA is a communications and media company. Altice provides pay television, broadband, telephony and advertising services to both residential and business customers through two acquired businesses: Optimum (Cablevision) and Suddenlink (Cequal).
Formed in 2008 and launched in 2011, Anaplan is a cloud-based Connected Planning software company addresses performance management and analytic application for large enterprises. Anaplan also offers professional services, including consulting, implementation, and training.
Match Group
Incorporated in 2009, Dallas, Texas-based Match Group is a worldwide leading provider of dating products with a diverse portfolio of brands including Tinder,...
Match Group
Incorporated in 2009, Dallas, Texas-based Match Group is a worldwide leading provider of dating products with a diverse portfolio of brands including Tinder,...
Tyson Foods (TSN US) | AdvancePierre (APFH US)From the Great Depression in 1931, Springdale, AR-based Tyson Foods grew from a small Midwest chicken hatchery...
Warren Buffett likes the Permian Basin. This was clear from Berkshire’s (BRK) proposed $10BN preferred investment in Occidental (OXY) should they buy Anadarko (APC)....
In my opinion, true active strategies have a very important role in portfolios as complements to passive, cheap beta. Advisors need to understand what they own.
October was marked by continued volatility across fixed income and equity markets as investors faced various challenges, including persistent inflation concerns, rising yields, tightening monetary policy, and the backdrop of a U.S. Presidential election.
As an investor, it’s nice to know what we should expect from President Trump, because we have seen the movie before in 2017 – 2021. Apart from the early part of the Pandemic period, the economy and stock markets generally performed well.
Remember, our investment in stocks is a De facto vote of confidence on the economies in which we invest. Earnings, revenue, margins, free cash flow, and the growth of these important metrics is what drives stocks up or down over time.
The discretionary sector struggled as did all growth and quality-oriented areas of the market in 2022. That was a classic re-set and a raging opportunity to add exposure.
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