Maybe Warren Buffet really knows how to tackle turmoils. Below is an analysis YTD for the share price of Berkshire Hathaway (BH) vs. Amazon, META & Netflix.
Here is how the BH portfolio looks like: Tech (43%), Finance (25%), Consumer staples (13%), Energy (11%), Consumer Discretionary (6%), others.
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Roblox is one of Wall Street’s darlings. Also, it is an user-generated game platform with 50m DAUs. Roblox has the opportunity to become an aggregator: 1) Pop culture – every person gets an avatar which can be customised; 2) Immersive experience – more than 70% of the users use the (...)
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Uber announced yesterday the results for Q3 2022. Here are my comments: The mobility service is now a premium, considering the actual prices Revenue from food delivery increased, but lower than food inflation “net cash flow from operating activities less CAPEX = $358m“ – how can this be lower than (...)
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