Tag: FAANG
- 1.11.2021
Fallen Angels fly again. Facebook changes its name. Investors are happy.
- 1.01.2021
- Categories: Analytics, Investment ideas, News, Personal finance
- Tags: COVID, FAANG, IWM, Santa Claus Rally, webinar
Looking beyond 2020 economic strength, forecasts for 2021 are very positive. US cash levels remain elevated as markets hit all time highs. The USD weakens, while emerging markets strengthen and small caps come under pressure. FAAMG stocks take some of the Santa Claus Rally leadership.
- 7.11.2020
- Categories: Analytics, AVC Pro Subscription, Investment ideas, News
- Tags: FAANG, Stocks
A leader in streaming media recently increased monthly subscription pricing. Will there be a spike in the churn rate in Q4? We present a bullish case for the stock with a clear price target.
- 19.07.2020
- Categories: Analytics, Investing basics, Investment ideas, Personal finance
- Tags: dividend, FAANG, Health Care, Seasonality, SPX, Tech
Are markets overbought? The narrow bull market in FAANG and some other technology stocks has led to concern among analysts that stocks are out of sync with the economy. We explore how interest rate assumptions affect analyst pricing in discounted cash flow models and lead to inflated asset prices. A discussion of the opposite case …