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Wall Street Breakfast: General Mills Goes Shopping For Pet Food https://seekingalpha.com/article/4149901-wall-street-breakfast-general-mills-goes-shopping-pet-food?source=feed_tag_wall_st_breakfast Feb 23, 2018 - General Mills is moving into the pet food business with a deal to buy Blue Buffalo (NASDAQ:BUFF) for $40 a share, or nearly $8B in cash. The transaction, which will help the company offset intensifyi
Nissan is taking on Uber with its own self-driving taxi service https://www.cnbc.com/2018/02/23/nissan-and-dena-to-test-self-driving-taxi-service-easy-ride.html Feb 23, 2018 - Nissan and DeNA look to launch their autonomous taxi service, Easy Ride, to the wider public in the early 2020s.
Ruane Cunniff & Goldfarb Boosts Positions in Amazon, Alphabet http://www.gurufocus.com/news/645130/ruane-cunniff--goldfarb-boosts-positions-in-amazon-alphabet Feb 22, 2018 - Ruane Cunniff & Goldfarb Boosts Positions in Amazon, Alphabet, Stocks: AMZN,GOOGL,JD,W,SBGI,BMCH,NETS,SPSC, Ruane Cunniff, release date:Feb 22, 2018
Tracking Wallace Weitz's Weitz Investment Management Portfolio - Q4 2017 Update https://seekingalpha.com/article/4149658-tracking-wallace-weitzs-weitz-investment-management-portfolio-q4-2017-update?source=feed_all_articles Feb 22, 2018 - Wallace Weitz's 13F portfolio value decreased marginally from $2.43B to $2.40B. The number of positions decreased from 79 to 77.Weitz Investment Management increased Allergan while dropping United Par
The Fed Is Dead - Long Live The Market https://seekingalpha.com/article/4149507-fed-dead-long-live-market?source=feed_all_articles Feb 22, 2018 - Federal Deficits and Treasury issuance are changing the shape of our financial world.The Fed cannot control that process. Thus interest rates will be determined by the capital markets.In this climate,
Tracking Ole Andreas Halvorsen's Viking Global Portfolio - Q4 2017 Update https://seekingalpha.com/article/4149426-tracking-ole-andreas-halvorsens-viking-global-portfolio-q4-2017-update?source=feed_all_articles Feb 22, 2018 - Halvorsen's 13F portfolio value increased from $15.44B to $16.26B. The number of positions remained steady at 59.Viking Global increased Anthem, Parsley Energy, and Domino’s Pizza while reducing Alpha
Roku: Buy The Dip https://seekingalpha.com/article/4149409-roku-buy-dip?source=feed_all_articles Feb 22, 2018 - Roku took a nasty tumble on earnings - down 21% after hours.Their results aren't bad - users are up 44% y/y and ARPU is up 48% y/y.The market took issue with the 2018 outlook, but that outlook is in l
Neil Howe: 'Google And Facebook Are Content Parasites' https://seekingalpha.com/article/4149381-neil-howe-google-facebook-content-parasites?source=feed_all_articles Feb 22, 2018 - Facebook and Google are continually eating up more and more of the share of online ad dollars.What happens if the two companies starve the news media and content creators? How interesting will the Fac
Data Centers: It's All About Hyperscale https://seekingalpha.com/article/4149355-data-centers-hyperscale?source=feed_tag_editors_picks Feb 22, 2018 - Data Centers were the standouts of the REIT sector in 2017, returning more than 25%. Riding the big-data wave, the sector continues to be the growth engine of the industry.The growth of the hyperscale
Tracking Dan Loeb's Third Point Portfolio - Q4 2017 Update https://seekingalpha.com/article/4149337-tracking-dan-loebs-third-point-portfolio-q4-2017-update?source=feed_sector_financial Feb 22, 2018 - Dan Loeb's 13F portfolio value increased from $11.90B to $13.86B this quarter. The number of positions increased from 37 to 44.Third Point increased Alphabet and Time Warner while dropping Bank of Ame

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