Has The Golden Age For Twilio Started?
Twilio is one of those companies that not many individuals know much about but which is used widely by over 300,000 businesses.
It essentially powers SMS communications so let’s say you’re a Dell or Shopify or Toyota and want to message your own audiences, you would sign up to Twilio to engage with them. » Read more about: Has The Golden Age For Twilio Started? »
Read More
457 Million Reasons to Buy This Auto Stock
When you find an investment manager overseeing $1.2 billion, it warrants further investigation when they bet one fifth of their entire portfolio on a single stock. Yet that’s exactly the conviction that Impactive Capital demonstrated by betting 20.4% of their portfolio on an automotive retailer.
Amid the universe of thousands of stocks, what is it that Impactive portfolio managers saw in Asbury Automotive that motivated them to allocate $457 million of their fund to it?
» Read more about: 457 Million Reasons to Buy This Auto Stock »
Read More
Spotlight: What to Buy If Things Get Crazy Soon
Among the first lessons any great investor learns is “Don’t Fight The Fed.” Simply put, it means when the Fed is accommodative and engaging in quantitative easing, money is cheap and economies boom. Some call this the Fed Put because as markets fall, the Federal Reserve acts swiftly to provide liquid support by buying bonds.
» Read more about: Spotlight: What to Buy If Things Get Crazy Soon »
Read More
Why This Beverage Giant Can’t Be Toppled
A famous book on business was titled Barbarians at the Gate, documenting the leveraged buyout of RJR Nabisco. If nothing else, it highlights how just the sniff of an opportunity to make money can drive money seekers to make wild decisions.
Some giant businesses have been on the receiving end of similar threats to their solvency as invaders attempt to take their share.
» Read more about: Why This Beverage Giant Can’t Be Toppled »
Read More
1 Cash Cow ETF That Beat The Market
There’s a reason even Warren Buffett advocates his heirs to buy an exchange-traded fund over Berkshire Hathaway when he passes on. They are low-cost, tax-efficient, and, for the most part, transparent.
But not all ETFs are built the same, and the Pacer US Cash Cows 100 ETF has some features that will be highly attractive to some investors.
» Read more about: 1 Cash Cow ETF That Beat The Market »
Read MoreThe Burst
Datadog Stock Looks Undervalued
From retailers to healthcare providers, companies are now building digital backbones that need to run non-stop 24/7, 365 days a year. But keeping those systems humming without hiccups? That’s where Datadog steps in.
Datadog (NASDAQ: DDOG) makes cloud infrastructure monitoring software that acts like a digital nervous system for enterprises. If something breaks,
» Read more about: Datadog Stock Looks Undervalued »
Read MoreThe Ivy
Why Stanley Druckenmiller Dumped AI Darling Palantir
Stanley Druckenmiller who famously helped George Soros break the Bank of England in 1992 has just ditched one of Wall Street’s most hyped artificial intelligence (AI) stocks.
So, what did he sell? Palantir Technologies (NYSE: PLTR). While most investors were busy chasing the AI boom, Druckenmiller was building a large position in a drugmaker.
» Read more about: Why Stanley Druckenmiller Dumped AI Darling Palantir »
Read MoreThe Daily
Childcare issues costing SC’s economy $1 billion yearly
COLUMBIA, S.C. (WIS) – South Carolina’s economy is taking a nearly $1 billion hit each year because of families’ challenges in finding affordable childcare.
That’s according to a new report released Thursday and commissioned by the US Chamber of Commerce Foundation, in partnership with the South Carolina Chamber of Commerce and Department of Social Services.
» Read more about: Childcare issues costing SC’s economy $1 billion yearly »