Investment Trends - Warren Buffett has been a net seller of stocks for the past 10 quarters but continues to find attractive investment opportunities, such as Domino's Pizza and Pool Corp [1] - Cathie Wood of Ark Invest is actively purchasing shares of disruptive tech stocks, acquiring about 25 stocks recently [2] Company Highlights Shopify - Shopify is a leading e-commerce software provider, with a gross merchandise value comparable to Amazon's sales figures, and reported a 27% year-over-year revenue increase in Q1 [4] - E-commerce accounts for approximately 20% of retail sales, with expectations for continued growth, positioning Shopify for strong performance [5] Airbnb - Airbnb has disrupted traditional travel sectors and is expanding its offerings, maintaining profitability and industry leadership, with a 6% year-over-year revenue increase in Q1 and free cash flow of $1.8 billion [6][7] Toast - Toast operates a digital restaurant management platform, experiencing a 31% year-over-year increase in annualized recurring run-rate in Q1, and reported an operational income of $43 million, a significant improvement from a loss in the previous year [8][9] Robinhood Markets - Robinhood has evolved into a comprehensive financial services platform, achieving a 50% year-over-year revenue increase in Q1, with net income more than doubling [10][11] Coinbase - Coinbase, a cryptocurrency trading platform, saw a 25% year-over-year net revenue increase in Q1, benefiting from the growing adoption of cryptocurrencies [12] Advanced Micro Devices - AMD is recovering in the semiconductor market, reporting a 36% year-over-year revenue increase in Q1, while launching new products and securing major client deals [13] Pure Storage - Pure Storage provides data storage solutions, with a 12% year-over-year revenue increase in Q1, although it reported both operating and net losses [14] The Trade Desk - The Trade Desk operates a digital ad sales platform, reporting a 25% year-over-year revenue increase in Q1, with adjusted EPS rising from $0.26 to $0.33 [15] Datadog - Datadog offers data monitoring services, achieving a 25% year-over-year revenue increase in Q1, and a 13% increase in clients with annualized revenue run-rates over $100,000 [17] PayPal Holdings - PayPal is undergoing a transformation to become a more comprehensive commerce company, with a focus on higher-margin revenue sources, positioning itself for a potential rebound [18]
Cathie Wood Is on a Buying Spree. Here Are 10 Stocks She Just Bought.