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Tracking Stephen Mandel's Lone Pine Capital Portfolio - Q4 2017 Update https://seekingalpha.com/article/4150481-tracking-stephen-mandels-lone-pine-capital-portfolio-q4-2017-update?source=feed_all_articles Feb 25, 2018 - Stephen Mandel’s 13F portfolio value decreased from $20.57B to $19.16B. The number of positions increased from 30 to 31.Lone Pine Capital added Amazon.com, CSX, and Alphabet while dropping Comcast and
Meet The Team: The King Is Dead. Long Live The King! - Part IV https://seekingalpha.com/article/4150567-meet-team-king-dead-long-live-king-part-iv?source=feed_all_articles Feb 26, 2018 - We put the original A-Team to sleep at the end of 2017. It's now to reveal the new teams: I(ncome)-Team, R(IC)-Team, G(rowth)-Team, and S(peculative)-Team. The King Is Dead (old A-Team). Long Live The
Amazon could hit a $1 trillion market cap in 12 months, tech analyst says https://www.cnbc.com/2018/02/26/amazon-market-cap-could-hit-1-trillion-in-12-months-dan-ives-says.html Feb 26, 2018 - Amazon's "1-2 punch" of consumer retail growth and Amazon Web Services could push the company past the milestone, Dan Ives said.
What correction? Popular 'FAANG' stock portfolio is already back to new high https://www.cnbc.com/2018/02/26/what-correction-popular-faang-stock-portfolio-is-already-back-to-new-high.html Feb 26, 2018 - The high-flying stocks are indicating the S&P 500 is well on its way to recovering from the plunge.
Snap Forgot About Their Users https://seekingalpha.com/article/4150621-snap-forgot-users?source=feed_tag_short_ideas Feb 26, 2018 - Snap Inc. became too focused on their customer(s) and forgot about their consumer(s). Snapchat app will have minimal value to potential marketing customers if consumers app interactions continue to de
Wall Street's 'dean of valuation' says Apple is a 'cash machine' https://www.cnbc.com/2018/02/26/wall-streets-dean-of-valuation-says-apple-is-a-cash-machine.html Feb 26, 2018 - Aswath Damodaran says Apple shares are trading at an attractive valuation on CNBC’s “Squawk Alley” Monday.
Apple News: Buffett Buys More, iCloud Goes Google, China Woes http://www.zacks.com/stock/news/293786/apple-news-buffett-buys-more-icloud-goes-google-china-woes?cid=CS-ZC-FT-293786 Feb 26, 2018 - Shares of Apple (AAPL) surged nearly 2% to inch closer to their all-time high on Monday following an array of news regarding the iPhone giant, including a significant iCloud announcement and further investment from Berkshire Hathaway (BRK.B).
Dropbox Files For $500 Million U.S. IPO https://seekingalpha.com/article/4150859-dropbox-files-500-million-u-s-ipo?source=feed_tag_ipo_analysis Feb 26, 2018 - Dropbox has filed to raise $500 million in an IPO, although the amount may change.The firm sells access to its online storage and collaboration system to consumers and businesses worldwide.Valuation o
Tracking Al Gore's Generation Investment Management Portfolio - Q4 2017 Update https://seekingalpha.com/article/4150902-tracking-al-gores-generation-investment-management-portfolio-q4-2017-update?source=feed_all_articles Feb 26, 2018 - Generation Investment Management’s 13F portfolio value decreased from $10.41B to $10.32B this quarter.They increased Henry Schein and Dentsply Sirona while reducing Facebook and Alphabet.The top three
Amazon wasn't alone in investing in grocery stores last year https://www.cnbc.com/2018/02/27/amazon-wasnt-alone-in-investing-in-grocery-stores-last-year.html Feb 27, 2018 - Investments in grocery-anchored shopping centers in 2017 climbed more than 5 percent, according to JLL.

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