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X @Tesla Owners Silicon Valley
Don’t hate the media become the media.𝕏 allows the voice and power to be with the people and not a few editors. https://t.co/6OHKH7mvnM ...
Baron Opportunity Fund Sold Duolingo (DUOL) Due to Slowing Growth Trend
Yahoo Finance· 2026-03-18 13:27
Baron Capital, an investment Management Company, released its fourth quarter 2025 investor letter for its “Baron Opportunity Fund”. A copy of the letter can be downloaded here. The Fund returned 4.63% (Institutional Shares) in Q4 2025, outperforming the Russell 3000 Growth Index’s (the Benchmark) 1.14% gain and the S&P 500 Index’s 2.66% return. The Fund appreciated 19.73% for the full year, surpassing the benchmark’s 18.15% and the S&P’s 17.88% returns.  A turbulent year ended with moderate improvements in ...
Baron Opportunity Fund Sold Its Stake in The Trade Desk (TTD) Due to Competitive Pressure
Yahoo Finance· 2026-03-18 13:26
Core Insights - Baron Opportunity Fund achieved a return of 4.63% in Q4 2025, outperforming the Russell 3000 Growth Index's gain of 1.14% and the S&P 500 Index's return of 2.66% [1] - For the full year, the Fund appreciated 19.73%, surpassing the benchmark's 18.15% and the S&P's 17.88% returns [1] - The Fund's performance was supported by moderating tariff impacts, robust corporate earnings, and continued monetary easing [1] Investment Focus - The Fund management emphasizes significant secular growth trends such as AI, space exploration, autonomous transportation, robotics, digital commerce, media, finance, advanced therapeutics, and minimally invasive surgery [1] - This focus on disruptive technologies has contributed to the Fund's outperformance in 2025 [1] The Trade Desk, Inc. (NASDAQ:TTD) - The Trade Desk, Inc. is a leading technology company in digital advertising, with a market capitalization of $11.933 billion [2] - The stock closed at $25.07 per share on March 17, 2026, with a one-month return of -1.69% and a 52-week loss of 54.68% [2] - The Fund decided to exit its long-term investment in The Trade Desk due to competitive pressures from Amazon's ad-tech initiatives and substantial executive turnover [3] - Despite exiting the position, the Fund continues to monitor The Trade Desk for potential future investment opportunities [3]
Fox Corporation President and Chief Operating Officer John Nallen to Participate in Upcoming Deutsche Bank's 34th Annual Media, Internet & Telecom Conference
Prnewswire· 2026-03-02 17:00
Core Viewpoint - Fox Corporation's President and COO John Nallen will participate in Deutsche Bank's 34th Annual Media, Internet & Telecom Conference on March 9, 2026, at 8:55 AM Eastern Time [1] Company Overview - Fox Corporation produces and distributes news, sports, and entertainment content through brands such as FOX News Media, FOX Sports, Tubi Media Group, FOX Entertainment, and FOX Television Stations [1] - These brands are culturally significant to consumers and commercially important for distributors and advertisers [1] - The company aims to leverage its extensive footprint to engage audiences, develop consumer relationships, and create compelling product offerings [1] - Fox Corporation has a strong track record in the news, sports, and entertainment industry, which shapes its strategy for capitalizing on existing strengths and investing in new initiatives [1]
X @Bloomberg
Bloomberg· 2026-03-02 05:02
Beijing has plowed vast sums into TV, radio and internet in Africa, but viewers still strongly prefer local sources and Western outlets such as the BBC and CNN https://t.co/qu42RrKHXI ...
X @Tesla Owners Silicon Valley
𝕏 is the media. https://t.co/tGUqNAzJES ...
X @Tesla Owners Silicon Valley
Don’t hate the media. Become the media. 𝕏 is the only source of truthful news. https://t.co/t3AaYNWJF2 ...
CBS nixed Talarico interview over FCC concerns, Colbert claims
MSNBC· 2026-02-18 12:25
addressing a big story at the intersection of politics and media as the late-night host Colbert and his employer CBS duke it out. He says the network blocked his interview with Texas Democratic Senate candidate James Tallarico from airing on TV. He also accuses CBS parent company Paramount of not standing up to quote bullies over new FCC guidance on equal time for political candidates.But CBS says Colbert is not telling the whole story. MSNOW reporter Nick McCool shares more on the late show controversy. Th ...