Finance Knuggets

Jan 17, 2025 I heard some interesting updates on the financial markets and investment activities today. Bill Nygren’s Oakmark Fund has been making some value-focused investments in companies like Airbnb, Carlyle Group, Elevance Health, GE HealthCare Technologies, and Keurig Dr Pepper, based on their potential for growth and undervaluation. There

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Finance Knuggets

Jan 15, 2025 I’m hearing a lot of discussion about the potential bubble in the market, particularly in large-cap U.S. stocks. There are concerns about the high valuations of many ordinary companies, such as Costco, Visa, Mastercard, and Walmart, which are trading at historically high price-earnings and price-to-sales ratios. Some

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Finance Knuggets

Jan 14, 2025 I’m hearing a lot of talk about some major financial developments in recent news. There’s been a lot of buzz about Fidelity Investments entering the stock transfer agent market with an all-digital solution, aiming to address the challenges faced by CFOs in capital markets transactions. Additionally, Johnson

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Finance Knuggets

Oct 24, 2024 I’ve heard that there are significant developments in the financial and insurance sectors in the Asia-Pacific region. HSBC Life in Hong Kong plans to use technology to offer solutions beyond traditional products, while China has raised its debt ceilings to address hidden debt. Insured losses in 2024

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