Pat Dorsey On The Problem With Finding Competitive Advantages In Tech Stocks

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Pat Dorsey On The Problem With Finding Competitive Advantages In Tech Stocks Tech stocks have had more than their share of commentators in recent years. Many well-known value investors have said that Big Tech is wildly overvalued, while a few funds have argued that the sector is actually undervalued. Pat Dorsey of Dorsey Asset Management makes the case for looking beyond the tech sector and dividing tech […] Read More Shock Absorbers: 3 Low Volatility Dividend Stocks For Bumpy Times Not so fast! At least for now, Jerome Powell has dimmed investor hopes of a second half comeback for U.S. equities. The Fed Chairman's surprisingly 'hawkish' Jackson Hole tone brought renewed volatility to a market that appeared to be coasting towards a summer revival. A tough reminder of the Fed's indiscriminate influence on stock index movements, Friday's […] Read More Can Targa Continue Rallying To Meet Its Price Target? Targa Resources (NYSE:TRGP), which specializes in midstream energy infrastructure, has been etching the right side of a consolidation since late July. Targa has been correcting in a pretty orderly fashion, especially if you compare it to the many stocks that are down 50% or more this year. The stock is up 36.41% year-to-date. Shares closed […] Read More The Retail Sector: Winners And Losers From Q2 Earnings The earnings reports from within the retail sector (NYSEARCA:XRT) were very mixed for Q2 but one thing is clear. The companies with great branding, healthy eCommerce profiles, the right demographics, and solid execution are outperforming peers and the group as a whole. Williams-Sonoma (NYSE:WSM) stands out in this light because the specialty home-goods retailer targets […] Read More FF Top Demands Faraday Future To Hold Special And Annual Meetings What's New In Activism – Change At OKWave Two directors lost their seats and five dissidents gained representation on the board of Japanese technology company OKWave, following a successful proxy campaign led by a coalition of shareholders. Following the August 25 special meeting, the company revealed the board shake-up saw directors Michio Fukuda and Masanori […] Read More FTSE 100 Opens Higher Despite Mounting Cost-Of-Living Pressures Fresh falls on Wall Street amid worries about impact of higher interest rates European indices open higher as energy and financial stocks provide support Warning from the pub industry of mass business failures if no government help materialises Insolvencies in the UK film and production industry soar by 69% Hopes that an exit may soon […] Read More Copyright 2021 VALUEWALK LLC, All rights reserved. You are receiving this email because you subscribed to this newsletter on valuewalk.com Unsubscribe or the https://preview.convertkit-mail3.com/preferences 295 Madison Avenue 12th floor, New York, NY 10117 973-685-6523