Hints and tips:
...“I would say for Tesla at least, some of the sheen was unearned in terms of AI . . . [and] Apple has been less clear about how it will monetise the data it has with AI.”...
...Yes, while valuations are a good indicator of long-term returns they are useless for timing the short term, but we do believe that relatively good things happen to relatively cheap stocks....
...As Ken Bloomberg, the co-head of private equity at Dutch pension plan APG, told Alphaville: It’s been a positive experience for APG’s clients when you look at it from a long-term perspective . . ....
...That was an increase of 150mn in the past 12 months, according to Maestri, who has called this Apple’s “economic engine” for the long term....
...So managements are free to overpay for their own stock, destroying long-term value. As a result, buybacks are procyclical....
...The strength in tech — benefiting, as it does, some very large-cap companies such as Apple and Microsoft — slightly obscures softness in the performance of the average S&P 500 stock....
...Snap also said that Spiegel and co-founder and chief technology officer Bobby Murphy had entered into long-term employment agreements with the company....
...If the sector were fully free of climate-related restrictions, he said, investors would rate the long-term value of its output more highly....
...He insisted MEME still served a purpose as a “short-term speculative trading vehicle”. “In many ways it’s meant to be a trading vehicle rather than a long-term buy and hold....
...It may only be two weeks into the new year, but Wall Street’s decision to kick the tyres on the long tech rally has set a new tone....
...These included credit card terms and conditions, and the process behind fulfilment of mortgages....
...“We tend [in telecoms] to overpromise in the short-term and underestimate the long-term impact,” he said....
...Apple’s shares have climbed 32 per cent since it announced surprisingly strong quarterly earnings last month, along with its plans for the split....
...In 2015, as Spotify hit 60m free users and 15m premium ones, Apple launched a new competitor — Apple Music — that had the automatic advantage of coming pre-installed on every iPhone....
...As coronavirus fears gripped markets in March, the PIF took the rare step of buying a near $8bn portfolio of US and European blue-chips from Boeing to BP, saying it was a “patient investor with a long-term...
...If you don’t want to take our word for it here’s actor Gerard Butler explaining it and other terms....
...Mr Klein is adamant that he and his partners are in it for the long run. “We are very long-term investors. We don't have a fund. We're investing for decades,” he said announcing the deal....
...Then again that expense is worthwhile if Zoom can translate new users into long-term, paying customers....
...A version of this article was first published by Nikkei Asia on January 19. ©2021 Nikkei Inc. All rights reserved....
...He thinks they offer better long-term potential and short-term protection against a market wobble. “They have a much faster long-term growth rate, they’re under-loved and under-owned,” he said....
...Meanwhile, Apple finance head Luca Maestri said streaming was part of a long-term play, and not designed for a quick payout....
...“You’re not moving a mountain, you’re moving several mountains, so it can take a long time to do that.”...
...Note that 40% of BBY’s Apple repair customers are either new or reactivated, suggesting ongoing repairs during this crisis could pay dividends long-term. 3:45pm GMT - .... But enough of the levity....
...Long-term debt stood at $12.6bn at the end of June, up from $10.3bn in March. Netflix has forecast a free cash burn of $3bn in 2019, although it expects an improvement after that....
...Netflix’s long-term debt stood at $10.3bn at the end of March, versus $6.5bn a year ago, and the company has forecast a free cash burn of $3.5bn in 2019....
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