In addition to its e-commerce dominance, Amazon.com Inc. (AMZN, Financial) leads in one of the most important segments today, the cloud. Not only that, but the company also operates in several other sectors in a complementary way, such as advertising, services and streaming. This shows us that Bezos' vision to set up an “everything store” has worked in recent years. This constant innovation, combined with the prospects of profitability, presents an attractive picture for long-term investors. Although Amazon ...

Alphabet Inc.'s (GOOGL, Financial) (GOOG, Financial) access to data is unrivalled and the artificial intelligence revolution has higher probability to transit at some point through the company. Google has a 90% market share in search activity, and there lies its competitive advantage (or moat) in the AI race. The stock's valuation is still within the historical valuation range it has been subject to since 2010, despite being on the verge of a potential earnings breakout. Analysts expect double-digit growth ...

Thesis Summary Visa's (V) position in the global payment technology industry identifies an enterprise that performs financially well and follows a strategic approach to development despite the evolution of the fintech industry. In the first quarter of the fiscal year 2024, Visa showed substantial growth in its GAAP net income and EPS due to the rise in payment volumes and cross-border transactions. Visa's fast expansion through acquisitions and partnerships, as well as its utilization of fintech innovations ...

Airbnb Inc. (ABNB, Financial) reported its full-year 2023 earnings last week, and the results were much better than expected. The company divulged that travel demand surpassed expectations and there were indications in its metrics that implied demand would sustain throughout the year. In addition, the San Francisco-based company announced a $6 billion share buyback program. This is a new buyback program in addition to the $2.25 billion worth of shares it had already repurchased using its own free cash. With ...

Coca-Cola Co. (KO, Financial) has been growing nicely despite moderate unit volume gains, led by price increases. However, as consumers start to show price increase fatigue, volume growth should come more into play in the future. Company profile Coca-Cola owns a number of beverage brands in the soft drink, sports drink, energy drink, water, coffee, tea and juice categories. Its brands include Coca-Cola, Sprite, Fanta, Powerade, Dasani, Vitaminwater, Costa and Minute Maid, among others. The company's product ...

Financial services conglomerate PayPal Holdings Inc. (PYPL, Financial) remains in the shadow of its former glory. After peaking at record highs of $310 a share at the height of the Covid-19 pandemic in 2021, the stock has come tumbling down. The company has seen its market value fall by 80% over the past three years, compared to a 16% gain for the S&P 500. The payment technology company's stock fell 22% last year, underperforming the overall financial services sector, which benefited from an uptick in inter ...

Nvidia Corp.'s (NVDA, Financial) valuation may look unappealing to some, but my peer analysis reveals only a moderate overvaluation at most. However, this needs to be monitored closely as the technology industry is prone to speculative prices. High growth is indicated by long-term artificial intelligence market expansion forecasts and, as such, I consider the stock worth holding long term. Company overview Founded in 1993, the company is a global leader in the design and manufacture of graphics processing u ...

Exxon Mobil Corp. (XOM, Financial) announced its earnings for the fourth quarter and full-year 2023 on Feb. 2. Ranked 15th in the S&P 500, the company is considered one of the most powerful oil supermajors with solid dividends increasing annually, thereby being considered a dividend aristocrat. It operates in three distinct segments: upstream (oil and gas production), downstream and chemicals with specialty products. The upstream segment generated 54.70% of the total earnings of the company in the fourth qu ...

Visa Inc. (V, Financial) would always outperform in an environment of low interest rates and improved consumer spending power. The payment company's stock gained 40% in 2023, compared to the 24% gain of the S&P 500. Consequently, it emerged as a preferred stock for gaining exposure in electronic payments. Shares of the credit services giant have risen steadily over the past two years on the back of a resilient economy that has avoided a recession. Its sentiment has also received a significant boost in consu ...

Despite a substantial subscriber base and extensive operations, AT&T Inc. (T, Financial) experienced a 10% decline in its share price in 2023. This downturn contrasts sharply with the S&P 500's gain of 24% over the same period. Let's delve deeper to see whether AT&T is a good choice for investors now. In this analysis, I will explore the company's financial performance, debt burden, dividend history and current valuation to provide a comprehensive overview of its investment potential. Business description T ...