Every weekend, I dig into our insider activity tracker looking for the biggest conviction buys — and this week checked all the boxes: Baker Bros, coal stocks, big software bets, and precious metals.
Spotify is down 8% pre-market on missing the EPS estimate for Q4. The subscription numbers were good with monthly usage and premium subscriber numbers coming in better than expected. The guidance for FY subs was light, which seems more on the side of...
We continue to see small caps stuck deep in the red, while large caps remain firmly in the green.This isn’t surprising — it’s part of a well-established secular trend — but it’s worth highlighting again.Small...
Spotify ("The Swedish Netflix") reports, essentially while we are sleeping tonight. The Podcast King is expected to to report revenue growth of about 20% at $4.6b and earnings of $2.52-ish or more, which is a growth rate too large to really delve into...
We’re seeing an increase in risk-on behavior as markets begin to stabilize from the recent correction. This shift is especially evident on the international stage. And while the U.S. has been more of a...