krx005930
I call them “ANTS” stocks… By the end of this essay, you’ll see exactly why they need to be in every serious investor’s portfolio. Like FAANG, ANTS is an acronym. And like FAANG during the 2010s… ANTS are set to dominate the rest of this decade. I’ll share my #1 ANTS stock with you today. In fact, I just bought more shares in my retirement account last week. But to really understand why ANTS are a buy right now… Q3 2022 hedge fund letters, conferences and more The World’s Largest Companies By DecadeCheck out this table—it illustrates the most important concept in investing.Long-time readers ma...
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First iPhone released to the public on 29 June 2007.Apple Inc (NASDAQ:AAPL)’s share price at launch was $1.39. Today it’s $141 – valuing firm at $2.29 trillion.1.39 million original iPhone units sold in 2007. That rose to 240 million last year.There are 2.22 million available apps for iOS and smart phone adoption has sparked a revolution in share trading on apps.Just 0.6% of clients were using the HL app back in 2014 compared to 44% in 2021.The iPhone Sparked A Revolution“The release of the iPhone sparked a revolution in our everyday lives, with smart phones becoming the home computer in the p...
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Will you be throwing your smartphone in the garbage soon? If you’re like me, you’re seeing more and more ads claiming your smartphone will be obsolete sooner than you think. But just how soon… and why? RiskHedge’s tech expert Chris Wood shares his predictions… Q1 2022 hedge fund letters, conferences and more *** The End Of The SmartphoneChris Reilly, executive editor, RiskHedge: Chris, I’m seeing more and more teaser ads calling for the “end of the smartphone.” Recently I got an email advertisement warning that my new 5G iPhone—which I paid nearly $1,000 for—is obsolete. Can you shed some ligh...
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Despite the COVID-19 pandemic, a record number of patents were filed last year, with several Asian countries, including China, dominating in the list. The UN’s World Intellectual Property Organization, in its annual overview, noted that 277,500 international patents were filed last year, an increase of 0.9% from 2020. The year 2021 was the 12th consecutive year of growth in international patent filings. Let’s take a look at the top ten companies with the most patents in 2021. Q4 2021 hedge fund letters, conferences and more Top Ten Companies With The Most Patents In 2021Founded in 1985 and hea...
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Bonhoeffer Capital Management commentary for the second quarter ended June 2021, providing a case study on Asbury Automotive Group, Inc. (NYSE:ABG). Q2 2021 hedge fund letters, conferences and more Dear Partner, The Bonhoeffer Fund returned 11.1% net of fees in the second quarter of 2021. In the same time period, the MSCI World ex-US, a broad-based index, returned 5.9%, and the DFA International Small Cap Value Fund, our closest benchmark, returned 4.5%. Year to date, the Bonhoeffer Fund has returned 26.4% net of fees. As of June 30, 2021, our securities have an average earnings/free cash flow...
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Samsung Electro-Mechanics — a division of Samsung Electronics Co Ltd (KRX:005930) — has signed a deal with Tesla Inc (NASDAQ:TSLA) to supply the camera modules for the Cybertruck to be released in late 2021. Q2 2021 hedge fund letters, conferences and more Entering the Automotive BusinessSamsung will provide the cameras located in the interior and the side mirrors of Tesla’s flagship launch. The prototype of the electric pick-up did not have this element, so Tesla was looking to incorporate the system that would make his futuristic-looking truck safer for drivers. Rumors point to the possibili...
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Despite low smartphone sales, Samsung Electronics Co Ltd (KRX:005930) expects a 53% increase in Q2 operating profit, surpassing market estimates. Should predictions be fulfilled by the end of July, it would be its biggest second-quarter profit since 2018. [soros] Q2 2021 hedge fund letters, conferences and more Samsung wants to become the world’s largest chip manufacturerThe outcome anticipated by the Korean giant is up 33% from its Q1 results and is rooted in consumers’ and data centers’ sky-high demand for chips that has drained supply chain capacity during the pandemic. According to Reuters...
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