Amazon’s Advertising Business: An Emerging Giant

On April 23, prior to Amazon’s (AMZN) Q1 results, we wrote an article urging investors to pay attention to Amazon’s emerging advertising business, which in my view has been a hidden gem. Sure enough, Amazon’s advertising business did not disappoint in Q1 and received increasing attention from analysts. Furthermore, since …

Warren Buffett: Interest rates are the ‘most important’ thing in determining stock values

As bond yields rally to multiyear highs, investors may want to remember Warren Buffett’sremarks on the importance of interest rates for valuing investments. In a 2017 interview video clip found using CNBC’s Warren Buffett Archive, the investor explained why rates matter so much for stock investors. “The most important item …

Investors’ Unconditional Love for Emerging Markets Is Fading

Investors are punishing markets where policy makers haven’t done enough to stem deteriorating current-account balances, ballooning inflation and a run on their currencies. They became unforgiving as rising Treasury yields and a stronger dollar put the case for riskier investments in the balance. Money is no longer cheap or plentiful, …

Tencent Holdings’ (TCEHY) CEO Pony Ma on Q1 2018 Results – Earnings Call Transcript

Tencent Holdings Ltd. (OTCPK:TCEHY) Q1 2018 Earnings Conference Call May 16, 2018 8:00 AM ET Executives Jane Yip – Investor Relations Pony Ma – Chairman and Chief Executive Officer Martin Lau – President James Mitchell – Chief Strategy Officer John Lo – Chief Financial Officer Analysts Grace Chen – Morgan …