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ValueWalk
Still the home to the likes of Google –Alphabet Inc (NASDAQ:GOOGL)– NVIDIA Corporation (NASDAQ:NVDA) and Cisco Systems Inc (NASDAQ:CSCO), the state of California is witnessing how a big pool of businesses headquarters are flocking away to pastures new. What is behind this trend? Q2 2021 hedge fund letters, conferences and more Long Distance Moving On The RiseAccording to a study by the Hoover Institution, 272 firms have moved their headquarters to other states between January 1, 2018, and June 30, 2021. Interstate moving companies in the area are seeing an increase in U-Haul rentals attached t...
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The Korea Fair Trade Commission (KFTC) announced a $176.8 million fine – 207.4 billion won – on Google – Alphabet Inc (NASDAQ:GOOGL) – for imposing the use of Android on mobile devices and blocking its customization. Q2 2021 hedge fund letters, conferences and more Background InvestigationAs reported by Fox Business, the South Korean regulator opened an investigation into the big tech firm in 2016 after complaints filed by mobile phone manufacturers such as Samsung Electronics Co Ltd (KRX:005930) and LG Electronics Inc (KRX:066570). The investigation was based on the assumption that the U.S. g...
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Qualivian Investment Partners commentary for the second quarter ended June 30, 2021. [soros] Q2 2021 hedge fund letters, conferences and more “You don’t have to invest like a big bureaucratic institution. If you choose to invest like one, then you’re doomed to perform like one.” – Peter Lynch OverviewQualivian Investment Partners is an investment partnership focused on long-only public equities. We own a concentrated portfolio of 15–25 understandable companies with wide moats, long reinvestment runways, and outstanding capital allocation. Since we expect them to compound capital at a mid-teens...
ValueWalk
Google – Alphabet Inc (NASDAQ:GOOGL) – is forecast to pay Apple Inc (NASDAQ:AAPL) approximately $15 billion to be the default search engine on the Safari web browser. Q2 2021 hedge fund letters, conferences and more Friendly AnimosityAccording to Bernstein analysts, the agreement is secret and the details and its extension are unknown. However, they have forecast that Google will have to splash the enormous sum this year, and $20 billion next year. This is a well-known Google tactic to make its search engine the top choice in all web browsers. For instance, Mozilla Firefox has still survived p...
ValueWalk
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