Lessons from Investment Gurus

The Most Important Thing

 Successful investing requires thoughtful attention to many separate aspects, all at the same time. 
Omit any one and the result is likely to be less than satisfactory.

The idea of the most important things—each is a brick in a solid wall, and none is dispensable. 

Last Day of 2022 Trading 😱  So far in 2022, the Nasdaq has performed the worst of the three major U.S. indexes. The index primarily comprises technology stocks and is heavily impacted by big-cap stocks. Maybe next week pr when I have time,  i'll share a deep dive into the technology industry and look at some specific stocks worth keeping an eye on in 2023 as rebound candidates. Still, today, I wanted to look at seven big-cap Nasdaq stocks that Wall Street analysts are recommending to their clients. Specifically, we will look at stocks with (i) a market capitalization of $5B or more that (ii) have been rated by 30 or more analysts, with (iii) their average predictions estimating that the stock will return over 30% in 2023.

I’m Sam, I’m the curriculum director at Gregorio Perfecto High School in Manila, Philippines. I’ve been an educator and administrator for just over 25 years. Our school is spending a good amount on edtech, but I don’t feel like we’re getting the most out of it. I’d love to learn from everyone what is working for them. Thanks!

Sam Mendoza

Last year posed a big whammy of challenges for the largest consumer tech companies: a slowing economy, an inflation-driven wipeout of stock market value, and strategic and competitive questions as consumer behavior changed and new rivals emerged. And this year companies like Meta Platforms, Google, Amazon and Microsoft have to deal with all those challenges while wrestling with an even bigger one: what their business models will be like in 20 years. It’s increasingly clear that the online advertising engines at Meta and Google are losing steam. Amazon’s lock on e-commerce is slipping. Microsoft and Apple are searching for their next acts.