Adobe looks undervalued at 19.8x earnings despite AI/Figma competition. Click here to see why buybacks, growth, and ...
S&P 500 gains derive from few stocks. Learn ETF vs. stock-picking tradeoffs, timing risks, and theme investing ...
Chipmaking giant Broadcom Inc. posted another stellar earnings and revenue beat as it delivered its fourth-quarter financial results, before following up with strong guidance driven by the market’s ...
Investor Martin Shkreli’s big biotech short position is blowing up after the stock’s monumental rally over the past week, following a major clinical catalyst. Popularly known as “Pharma bro,” Shkreli ...
Certain maneuvers allow you to exit from a highly appreciated stock position while delaying or avoiding the tax. But look closely at the drawbacks. How do you diversify away from a concentrated stock ...
Andrew Whitehair, a CPA at Baker Tilly, serves a national clientele of tech bros with mega capital gains. His advice: Don't get too technical with your tax maneuvers. What to do if much of your wealth ...
While the bulk of Pennington's assets are dedicated to broad market ETFs, Lineage just became its largest stock holding. Pennington initiated a new position in Lineage, according to a Securities and ...
Palantir Technologies has built a fervent base of support among retail investors who have sent the stock soaring nearly 2,000% above its $10 opening price from a direct listing five years ago. Before ...
Strategy (MSTR) has become the go-to tool for crypto investors trying to manage risk, according to Tom Lee, chairman and CEO of Bitmine, partly explaining its 43% drop over the past month. “[Strategy] ...
Microsoft dropped to the fourth-largest holding in the Gates Foundation Trust portfolio behind Berkshire Hathaway at $10.9B. The sale appears driven by portfolio rebalancing and liquidity needs as the ...
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