Falafulu
Falafulu
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avatarFalafulu
2022-07-25
$Amazon.com(AMZN)$Amazon.com ranks as one of the favorite stocks for three multibillionaire investors. It's David Tepper's Appaloosa Management hedge fund's second-largest holding. Amazon is George Soros' Soros Fund Management's fourth-largest position. And while the stock is lower on Warren Buffett's list, his Berkshire Hathaway owns more than $1.3 billion worth of Amazon shares.So far this year, Amazon hasn't done much for these super-wealthy investors' portfolios. The stock has slid partially as a result of the overall market sell-off. However, Amazon also disappointed investors with slower revenue growth.But it's a pretty safe bet that Tepper, Soros, and Buffett remain confident about Amazon's long-term prospects. The company still dominates e
avatarFalafulu
2023-03-18
$Meta Platforms, Inc.(META)$  Meta Platforms (META), formerly Facebook, has been on an elevator ride up since November as the firm finally committed to cutting costs as its top-line growth slows. Meta, like Amazon and others over-hired during the pandemic boom. Meta said in mid-March that would cut another roughly 10K jobs in the coming months in what Mark Zuckerberg is calling the “year of efficiency.” The social media titan’s disappointing 2022 is now in the rearview and it is ready to return to top and bottom line growth as it focuses once again on its core businesses Facebook, Instagram, and WhatsApp, all of which will bounce back from a bad year for digital advertising because its reach is out of this world. Meta’s ‘monthly active people
avatarFalafulu
2022-04-28
I Recommend buy $COMFORTDELGRO CORPORATION LTD(C52.SI)$. Even though it is a small singapore stock, it has presence in many countries including Australia and Uk. it also gives a lot of dividends. the stockprice was affected by the covid situation which has now turned better. yet, The price is still very low remaining at covid times even though the economy has opened and people are returning to work. As it releases results quarterly, i expect the price to climb after that
avatarFalafulu
2022-08-04
$Meta Platforms, Inc.(META)$The most notable cheap stock is Meta Platforms (née Facebook). Meta is priced at 3.5 times run-rate revenue, 12 times earnings and under 8 times EBITDA. The earnings are suppressed by large expenditures on a future 3-D world (the “metaverse”) which presumably has lots of revenue opportunities (but which strains our sense of credulity). Whatever – the traditional business has had revenue growth for over a decade and the revenue growth has never gone under 20 percent. Realistically it will now though. Competition from TikTok is a threat, as is increased regulation. Finally, the original Facebook plaform (but not Instagram) has declining appeal to young people. In the twelve months ending 31 March 2022, the company repurch
avatarFalafulu
2022-08-23
$Zoom(ZM)$Zoom ZM, -2.07% posted fiscal second-quarter net income of $45.7 million, or 15 cents a share, on revenue of $1.1 billion, up from $1.02 billion a year ago. After adjusting for stock compensation and other effects, Zoom reported earnings of $1.05 a share, down from $1.36 a share last year. Analysts surveyed by FactSet had expected adjusted net income of 94 cents a share on revenue of $1.12 billion.The better-than-expected earnings were undercut, however, by a chopped forecast for the full year. Zoom executives said they now expect full-year adjusted earnings of $3.66 to $3.69 a share on revenue of roughly $4.39 billion, down from $3.70 to $3.77 a share on sales of $4.53 billion to $4.55 billion. For the third quarter, they expect 82 to 83
avatarFalafulu
2022-09-13
$Invesco QQQ Trust(QQQ)$Markets picked up in Monday’s session where they left off Friday: higher. In what looks a bit like taking a lead off first base with expectations that tomorrow’s Consumer Price Index (CPI) print for August will continue to head lower, the Dow gained +227 points, +0.71% with 27 of its 30 stocks closing in the green; the S&P 500 saw all 11 sectors finish in positive territory, +1.06%; while the Nasdaq led all major indices, +154 points or +1.27%. The small-cap Russell 2000 wasn’t far off: +1.23% on the day.
avatarFalafulu
2022-08-28
$General Motors(GM)$The U.S. car industry continues to build out its own electric-vehicle supply chain. That will help all auto makers achieve their EV ambitions, including Ford Motor, General Motors and Tesla.Hopefully, reshoring supply will mean lower costs. It will certainly lessen the industry's dependence on China for supply of key EV parts.Friday, The Wall Street Journal reported that Panasonic (6752. Japan) was looking to put a new EV battery factory in Oklahoma. In July, Panasonic announced a new battery facility destined for Kansas that would create up to 4,000 jobs.
avatarFalafulu
2022-08-16
$Zoom(ZM)$Zoom has issued a patch for a bug on macOS that could allow a hacker to take control of a user’s operating system (via MacRumors). In an update on its security bulletin, Zoom acknowledges the issue (CVE-2022-28756) and says a fix is included in version 5.11.5 of the app on Mac, which you can (and should) download now.
avatarFalafulu
2022-07-26
$FuelCell(FCEL)$As mid-term elections near, we’re approaching the 11th hour in respect to how many promises President Joe Biden will fulfill. One of the central tenets of Biden’s economic agenda had been support for climate change investments. For hydrogen stocks Plug Power (NASDAQ:PLUG), FuelCell Energy (NASDAQ:FCEL) and Bloom Energy (NYSE:BE), this is perhaps more important than any other sector.That’s because green hydrogen isn’t yet commonplace in the United States. Far from it. The infrastructure needed to support hydrogen as a viable fuel source is significant — and it likely won’t come about without government support.Accordingly, hydrogen stocks are revving up on today’s news that Biden may soon issue executive action on climate change.
avatarFalafulu
2022-06-17
$Alibaba(BABA)$the cloud computing division is … an $11 billion revenue business that I expect will be $25 billion revenue in three yearsIf Alibaba generates the type of cash that it is [making], it’s not a value trap at these levels. Now, if it’s … only at low single digits, it’s going to turn out to be a value trapAlibaba is one of “less than 10 companies globally” that generate $15 billion in free cash flow, the money a company has on hand after paying off its operating expenses and capital expenditure.
avatarFalafulu
2023-09-20
$SINGAPORE POST LIMITED(S08.SI)$  The coming postage-rate increase by Singapore Post will likely help the company plug its widening postal losses, the analyst says. Also, its FY 2024 earnings recovery should be anchored by its international business, which is enjoying tailwinds from China's border reopening, the analyst says. In addition, Singapore Post seems to have lots of non-core assets ripe for value unlocking, such as its property portfolio
avatarFalafulu
2022-08-13
$Meta Platforms, Inc.(META)$Apple and Meta may not be the best of friends right now, but at one point, Apple was in discussions with the social media company about how it could make more money from its presence on the App Store, according to The Wall Street Journal.Apple reportedly argued that it deserved a cut of certain portions of Facebook’s ad revenue. The specific ads in question were boosted posts, which let users pay to have their posts reach more people, the WSJ reports. Apple apparently argued boosted posts are in-app purchases, which it famously takes a portion of; Meta argued that they were ads, from which Apple doesn’t get a share. It seems that Meta won out.
avatarFalafulu
2022-09-10
$NIO Inc.(NIO)$The Chinese electric vehicle (EV) maker received at least four price target reductions from firms including JP Morgan, Citi and Mizuho Securities. For the quarter, revenue tallied in at $1.54 billion, up 21.8% year-over-year (YOY) and beating the analyst expectation of $1.42 billion. However, the earnings per share (EPS) loss of 25 cents fell below expectations for a loss of 18 cents.Quarterly deliveries came in below expectations as well. Nio expects to deliver between 31,000 and 33,000 vehicles in Q3, while analysts forecasted 37,000 deliveries. At the midpoint, the delivery figure would imply around 11,000 deliveries in September, while analysts were projecting 17,000 deliveries for that month. Meanwhile,
avatarFalafulu
2022-12-17
$Barrick Gold Corp(GOLD)$  Gold prices tested the highest levels since June before the December FOMC meeting as the market attempted to price in peak rates. Prices are still toying with the 200-day moving average, with support around USD 1,720/oz and resistance around USD 1,840/oz. Gold has been caught between USD strength, faster-than-expected rate hikes, multi-decade high inflation and the looming risk of recession. The physical market has proved to be price-elastic, providing a cushion on the downside. While we expect some themes to persist in 2023, such as a responsive physical market floor, we expect some headwinds to recede, such as the 75bps Fed rate hikes. Elevated rates and broad USD strength are still likely to cap upside momentum,
avatarFalafulu
2022-07-20
$Sea Ltd(SE)$Sea Limited (NYSE:SE) shares surged almost 9% Tuesday on little direct news involving the Singapore-based digital entertainment and e-commerce platform operator.Activity in Sea Limited (SE) shares was just under its daily trading average. By the time U.S. stock markets closed, almost 6.8M shares of Sea Limited (SE) had traded hands, while the company averages 7.15M shares exchanged on a daily basis.Sea Limited (SE) shares have bounced back over the last two market sessions after falling nearly 5% last week
avatarFalafulu
2022-08-07
$Alibaba(BABA)$BABA gained close to 7% in pre-market trading on August 4th after reporting stronger-than-expected F1Q23 results.Revenues were flat from the prior year, its slowest growth on record, but still better than earlier expectations for declines given the challenging operating environment during the June quarter.
avatarFalafulu
2022-08-10
$Telos Corporation(TLS)$Telos Corp (NASDAQ:TLS) reported second-quarter FY22 revenue growth of 4% year-on-year to $55.8 million, missing the consensus of $76 million. Services revenue rose 2.6% Y/Y to $50.3 million.The gross margin contracted by 450 bps to 37.5%. Adjusted EPS of $0.04 missed the consensus of $0.11.Telos generated $5.4 million in free cash flow in the quarter and held $122.6 million in cash and equivalents.
avatarFalafulu
2022-10-26
$Meta Platforms, Inc.(META)$ META has entered the worst economic downturn in the company’s history, which has affected the company’s advertising business in third-quarter 2022, set to report on Oct 26. In the second quarter of 2022, advertising revenues (99.2% of Family of Apps revenues) decreased 1.5% year over year to $28.15 billion and accounted for 97.7% of revenues. The Russia-Ukraine war has heightened the impact of inflation that has reduced advertising demand both within Europe and outside the region. This, in turn, might have hampered Meta’s advertising revenues in the third quarter of 2022.
avatarFalafulu
2022-07-22
$Meta Platforms, Inc.(META)$The company is facing growth headwinds because competitors like ByteDance's TikTok are increasingly winning attention. That platform has amassed over 1 billion monthly users, and its rapid growth has forced Meta to introduce a new feature on Instagram called Reels. The new feature already accounts for 20% of users' time spent on Instagram, and how quickly that segment grew in the second quarter will be very telling for Meta's ability to stave off the threat TikTok poses.Investors will also be keeping an eye on Meta's Reality Labs segment, which burned $10 billion in 2021 and a further $2.9 billion in the first quarter of 2022. It's tasked with building the company's vision for a virtual world known as the metaverse, whi
avatarFalafulu
2022-10-27
$Meta Platforms, Inc.(META)$ Meta Platforms Inc (NASDAQ:META) 17% LOWER; reported Q3 EPS of $1.64, $0.29 worse than the analyst estimate of $1.93.Revenue for the quarter came in at $27.71 billion versus the consensus estimate of $27.57 billion. Meta Platforms sees Q4 2022 revenue of $30-32.5 billion, versus the consensus of $32.3 billion.

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