Founder and head of Doubleline Capital and general big swinger
Speaking as part of his regular webcast to investors in the fund. he is addressing his outlook for the new year in today's.
Speaking as part of his regular webcast to investors in the fund. he is addressing his outlook for the new year in today's.
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WMG's slow growth & eroding returns at 18.2x P/E. ITRI's soft sales & low ROC at 13.9x P/E. THC shines with strong EPS & ROC at 10x P/E.
Rigetti's Q4 revenue drops 17% vs. IonQ's 429% surge. Lags DARPA race, valuation risky.
SKY's 15.6% sales growth & 29.4% EPS growth are strong, but ROIC is falling. Trades at 21.3x P/E.
Claiming SS early cuts monthly pay but shields retirement funds from market crashes. Delaying boosts lifetime income.
FactSet's 14.9% loss contrasts S&P 500's gain. Fair P/E, but slow growth signals caution.
Prop firms FundedNext & FundingPips surge in ME tech rankings, showing massive revenue growth & payouts.
Cerebras IPO targets $26.6B valuation, $3.5B raise. Faces Nvidia, posts $146M loss on $510M revenue.
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