What Caught Our Attention in the Investment World? – Week of December 12-16, 2022

By Kuldip K. Ambastha On Monday, December 12, 2022, Weber Inc. (WEBR), primarily a grill (charcoal, gas, and electric) and related accessory company, had its stock price rise by +23.2% per share for the trading day. The catalyst here was a buyout offer of $8.05 per share, from a private equity firm. The company is …

What Caught Our Attention in the Investment World? – Week of November 21-25, 2022

By Kuldip K. Ambastha On Wednesday, November 23, 2022, the stock price of Coupa Software Incorporated (COUP), a technology company focused on “Business Spend Management,” shot up by +28.9% per share. (See past coverage if needed: “What Caught Our Attention in the Investment World? – Week of March 14-18, 2022; By Kuldip K. Ambastha.”) The …

What Caught Our Attention in the Investment World? – Week of August 22-26, 2022

By Kuldip K. Ambastha The stock price of Burlington Stores, Inc. (BURL), an American off-price (discount) department store retailer once known as Burlington Coat Factory, fell by -10.2% per share on the trading day of Thursday, August 25, 2022. 2Q2022 corporate performance results were quite satisfactory, in general. However, 3Q2022 and 2022 corporate performance guidance …

What Caught Our Attention in the Investment World? – Week of January 10-14, 2022

By Kuldip K. Ambastha On Monday, January 10, 2022, Take-Two Interactive Software, Inc. (TTWO) shares dropped by -13.1% for the trading day, while Zynga Inc. (ZNGA) shares increased by +40.7% instead. Take-Two Interactive will be buying Zynga at a 64% premium, for $12.7 billion. Take-Two Interactive is well-known for the console-based Grand Theft Auto series …

What Caught Our Attention in the Investment World? – Week of November 29-December 3, 2021

By Kuldip K. Ambastha The stock of Twitter, Inc. (TWTR), a microblogging and social networking technology (tech) platform, delivered negative returns for each day of this past trading week, as the table here shows. On Monday, November 29, 2021, Jack Dorsey announced that he would step down as the Chief Executive Officer (CEO) of Twitter. …

What Caught Our Attention in the Investment World? – Week of October 18-22, 2021

By Kuldip K. Ambastha On Monday, October 18, 2021, real estate e-commerce websites were in the public eye through Zillow Group, Inc. (ZG) falling (-9.4%) and Opendoor Technologies Inc. (OPEN) rising (+3.1%) for the trading day. This bifurcated path occurred because of starkly different perspectives voiced by the leadership teams of the two companies. Specifically, …

What Caught Our Attention in the Investment World? – Week of October 4-8, 2021

By Kuldip K. Ambastha On Wednesday, October 6, 2021, the stock of Affirm Holdings, Inc. (AFRM), a digital and mobile commerce platform financial technology (fintech) company in the “buy now, pay later” payments arena, rose by +20.0% for the trading day. The catalyst here was a partnership announced between Affirm Holdings and Target Corporation (TGT), …

What Caught Our Attention in the Investment World? – Week of June 21-25, 2021

By Kuldip K. Ambastha On Wednesday, June 23, 2021, U.S. Supreme Court rulings (on Collins vs. Yellen, 19-422; Yellen vs. Collins, 19-563; and Mnuchin vs. Yellen, 19-563) led to Federal National Mortgage Association (Fannie Mae, FNMA) having a -32.1% loss and Federal Home Loan Mortgage Corporation (Freddie Mac, FMCC) having a -36.8% loss. Fannie Mae …

What Caught Our Attention in the Investment World? – Week of May 10-14, 2021

By Kuldip K. Ambastha The Trade Desk, Inc. (TTD) is a global technology company in the digital advertising campaigns space. The company was founded in 2009 and is headquartered in California. Its stock went public in 2016. On Monday, May 10, 2021, the company’s stock saw a dramatic -26.0% loss for the trading day. Though …

What Caught Our Attention in the Investment World? – Week of March 22-26, 2021

By Kuldip K. Ambastha On Sunday, March 21, 2021, Canadian Pacific Railway Limited (CP) announced that it would be buying Kansas City Southern (KSU), for $29 billion ($25 billion in cash and equity, along with $4 billion in outstanding Kansas City Southern debt). The surprise announcement resulted in a +11.1% return for Kansas City Southern …