META Platforms 3Q22: You Got to Keep ‘em Separated
We think the current trajectory for META is unsustainable. The company will lose talent soon if the stock doesn't start to work, which requires...
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What Are the Prospects for a Meta Rebound?
Meta has seen its valuation converge with structurally impaired cable network / streamers with margins 50% lower. We think it can boost EPS through...
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North America Hits New Highs as Global Rotation Continues
North American allocations among active Global investors hit record highs, driven by Energy, Health Care and Industrials rotation.
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Weekly Stock Bullfinder - Week of 9/5
Job gains moderated in August, with 315,000 jobs added, more in line with the slower job gains from earlier this spring.
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Global Communication Services: Lowest Exposure on Record
Selling in Activision Blizzard, Meta Platforms, Tencent and Nintendo Co Ltd force Communication Services allocations to their lowest levels on record.
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