Snap 3Q22: Tik Tik Tik (Tok) …BOOM
3rd 30% drop in a year? Any glimmer of hope? Still growing user base...but US engagement dropped 5% despite user growth +4%...we think its BeReal...
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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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Google in Japan - Infrastructure Investments Highlight Japan Growth and Forex Shift
Increased investment in Japan makes sense as its business is growing and the dollar has strengthened. In-country facilities should mean better...
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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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