UPS overpromised and underdelivered for a third consecutive year. Management believes that free cash flow will continue to improve, justifying future dividend increases. UPS’s valuation is so cheap that the company only... Read more »
2025 has been a year that UnitedHealth Group shareholders probably want to forget. However, the health insurance giant should see brighter days ahead. The issues plaguing UnitedHealth Group should only be... Read more »
New York-based Harvey Partners initiated a new stake in Knowles Corporation, acquiring 622,500 shares for an estimated $14.5 million in the third quarter. The change represents 1.3% of Harvey Partners’ 13F reportable... Read more »
Several billionaires loaded up on Broadcom, Meta Platforms, and Microsoft stocks in Q3. However, Alphabet and Nvidia were the most popular AI stocks with billionaire investors during the quarter. Both stocks... Read more »
Netflix (NFLX) shares are slipping at the time of writing after the streaming giant agreed to acquire Warner Bros. Discovery’s (WBD) assets for a whopping $83 billion in cash and stock. The... Read more »