Operator: Ladies and gentlemen, thank you for standing by, and welcome to PDD Holdings Inc. Fourth Quarter and Fiscal Year 2024 Earnings Conference Call.
Keep Reading →
March 22 - News, Transcripts
Billionaire investor and CEO of Berkshire Hathaway Warren Buffett sold a record $134 billion worth of stock in 2024.
Keep Reading →
March 20 - Hedge Funds, News
Identifying undervalued stocks in an uncertain market environment is both a challenge and an opportunity for investors.
Keep Reading →
March 17 - Hedge Funds, News
After two years of 25%+ gains, some investors worry that stocks are overvalued.
Keep Reading →
March 15 - Hedge Funds, News
The NASDAQ Index closed more than 10% below its December high of 20,174 on March 6, 2025.
Keep Reading →
March 13 - Hedge Funds, News
On March 6, Jan Kniffen, CEO of J Rogers Kniffen, appeared on CNBC's 'Squawk on the Street' to discuss his outlook on retail.
Keep Reading →
March 10 - Hedge Funds, Industries, News
On March 4, David Katz, Chief Investment Officer at Matrix Asset Advisors, joined 'The Exchange' on CNBC to share his perspective on the current state of the bull market and what...
Keep Reading →
March 6 - Hedge Funds, News
On February 12, Russell Investment released its Chinese market outlook for 2025.
Keep Reading →
March 6 - Hedge Funds, News
On March 5th, BBC reported that the US stock market had fallen after the tariffs sparked trade war fear.
Keep Reading →
March 4 - Hedge Funds, News
As per BlackRock, European equity gains have managed to outpace the US to start 2025.
Keep Reading →
March 2 - Hedge Funds, News
The e-commerce sector has been on fire for a while in the post-COVID era, and while it did slow down a little along with most tech stocks, it has recovered significantly due to...
Keep Reading →
February 25 - Market Movers, News
The United States has long been a magnet for global businesses seeking to tap into its robust economy and dynamic financial markets.
Keep Reading →
February 20 - Hedge Funds, News
The stock market had a mixed start to 2025 as the Chinese Deepseek AI model has put the U.S. AI giants on the back foot.
Keep Reading →
February 17 - Hedge Funds, News
Profitability remains one of the most sought-after traits in the technology sector, yet it is also one of the most complex.
Keep Reading →
February 17 - Hedge Funds, Industries, News, Tech
We came across a bullish thesis on PDD Holdings Inc. (PDD) on Substack by Favona Hathaway. In this article, we will summarize the bulls’ thesis on PDD. PDD Holdings Inc.
Keep Reading →
February 17 - News, Stock Analysis
In his recent appearance on CNBC's Squawk on the Street, Jim Cramer spent nearly all of the show either discussing stocks or the changed environment for AI data center stocks ...
Keep Reading →
February 11 - News
The retail industry in 2025 has been doing surprisingly well. Growth has started to accelerate for many companies and AI is allowing a lot more efficiency in the supply chain.
Keep Reading →
February 10 - News
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer commented on the potential impact on Wall Street from President Trump's potential actions against Denmark, Panama...
Keep Reading →
February 5 - News
According to a report by Forbes, the e-commerce industry is expected to grow its valuation from $6.3 trillion in 2024 to $7.9 trillion by 2027.
Keep Reading →
February 4 - Hedge Funds, Industries, News
In the past few days, the reintroduction of tariffs by the US government has been a significant factor influencing market dynamics.
Keep Reading →
February 4 - Hedge Funds, News
On December 14, Brooke Roach, analyst at Goldman Sachs joined CNBC for an interview to discuss the firm’s outlook on consumer cyclicals for 2025.
Keep Reading →
January 30 - Hedge Funds, Industries, News
Amid the artificial intelligence frenzy, stock valuations have been overlooked.
Keep Reading →
January 30 - Hedge Funds, News
Asian markets traded mixed on Friday, January 24 as investors digested a series of economic reports from China, which showed robust growth in the fourth quarter of 2024.
Keep Reading →
January 29 - Hedge Funds, News
The new regulatory environment has the technology sector eyeing prominent growth opportunities in 2025 and beyond.
Keep Reading →
January 25 - Hedge Funds, News
Stocks have been performing well lately as they seem to have been influenced by the excitement around artificial intelligence (AI) as well as the new administration.
Keep Reading →
January 25 - Hedge Funds, Industries, News
Cyclical stocks are shares in companies whose performance is closely tied to the business cycle and economic conditions.
Keep Reading →
January 22 - Hedge Funds, News
The U.S. consumer prices report released this week revealed a less-than-expected increase in December, signaling a potential cooling in inflation pressures.
Keep Reading →
January 18 - Hedge Funds, News
Citigroup has forecasted 2025 to be a positive and strong year for global stocks.
Keep Reading →
January 17 - Hedge Funds, News
Stocks rallied on January 15, following an encouraging consumer price index (CPI) report that indicated a slowdown in core inflation and strong earnings from major U.S. banks.
Keep Reading →
January 16 - Hedge Funds, News
The latest data from the job market in the United States came out on Friday and that has made the future of rate cuts even more uncertain.
Keep Reading →
January 11 - Hedge Funds, News
GreenWood Investors, an investment management company, released its fourth quarter investor letter. A copy of the letter can be downloaded here.
Keep Reading →
January 9 - Hedge Fund Investor Letters, News
David Tepper is one investor who stands out in squeezing and generating optimum returns from distressed debt and undervalued equities.
Keep Reading →
December 14 - Hedge Funds, News
There has been a growing debate regarding whether the economy of the United States will have a soft landing.
Keep Reading →
December 5 - Hedge Funds, News
Ray Dalio, a seasoned global macro investor with over 50 years of experience, founded Bridgewater Associates from his two-bedroom apartment in New York City and led the firm for...
Keep Reading →
November 29 - Hedge Funds, News
After Trump’s victory in the presidential election, US stocks surged to record highs.
Keep Reading →
November 28 - Hedge Funds, News
Operator: Ladies and gentlemen, thank you for standing by. Welcome to PDD Holdings Inc. Third Quarter 2024 Earnings Conference Call.
Keep Reading →
November 22 - News, Transcripts
Trump is back as the President of the United States and China’s stimulus plans have let down investors, which has created more economic uncertainty regarding China.
Keep Reading →
November 15 - Hedge Funds, News
BlackRock highlighted that its portfolio managers are broadly optimistic about US equities.
Keep Reading →
November 14 - Hedge Funds, News
The first week of November has been quite eventful so far.
Keep Reading →
November 8 - Hedge Funds, News
According to a report published by FTI Consulting, the United States e-commerce is experiencing a revival after a period of stagnation post-COVID.
Keep Reading →
November 8 - Hedge Funds, News
Baron Funds, an investment management firm, released its “Baron Global Advantage Fund” third quarter 2024 investor letter. A copy of the letter can be downloaded here.
Keep Reading →
November 8 - Hedge Fund Investor Letters, News
Cyclical stocks are shares of companies whose performance is heavily dependent on business cycles and economic conditions.
Keep Reading →
October 31 - Hedge Funds, News
The broader market reached new record highs on October 11, driven by financial stocks posting stronger-than-expected quarterly results.
Keep Reading →
October 27 - Hedge Funds, News
E-commerce is growing faster than expected and as new avenues of selling online open up, companies are bound to keep up with trends and innovative strategies.
Keep Reading →
October 23 - Hedge Funds, Industries, News
Value investing is the investment strategy where an investor tends to buy a stock for less than it is worth and holds on to it to realize its actual worth.
Keep Reading →
October 22 - Hedge Funds, News
When investor confidence is high, capital tends to flow into growth sectors, driving up stock prices and valuations.
Keep Reading →
October 14 - Hedge Funds, News
The September Consumer Price Index data showed that consumer prices rose way above expectations.
Keep Reading →
October 14 - Hedge Funds, News
After the September inflation report, the market did feel a slight bit of panic but it seems to be fading away.
Keep Reading →
October 13 - Hedge Funds, News
The Chinese stock market shows compelling signs after announcing that Asia's largest economy is "fully confident" of achieving its full-year growth target.
Keep Reading →
October 12 - Hedge Funds, News
Born in 1949, Ray Dalio bought his first stock, Northeast Airlines, at the age of 12. Later, the investment manager graduated from Long Island University in 1971.
Keep Reading →
October 5 - Hedge Funds, News