📊 Best-Managed Companies Of 2024

1) Meta Spends Big On Security 2) Cathie Wood's Top Holdings 3) Nasdaq-100 Reshuffle and more!  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

December 15, 2024   |   Read Online In partnership with Happy Sunday! This week, the November CPI report showed annual inflation rising to 2.7% YoY, matching expectations. While inflation remains above the Fed's 2% target, traders are betting on more rate cuts, with 96% expecting a 25 bps cut at the December 18th FOMC meeting. However, some policymakers have become increasingly worried about persistently elevated inflation, which could slow the pace of future cuts if it remains above their preferred levels. This is definitely something to watch as we move into 2025, as declaring victory over inflation too soon could have serious consequences. Some key data bites from this week that you should know: Jensen Huang is leveraging loopholes to avoid $8B in taxes. Broadcom has joined the $1T market cap club. Billionaire wealth increase has lagged the S&P 500 by 50% since 2015. SpaceX has reached a $350B valuation. GM is shutting down its robotaxi business Cruise to save $1B per year. Trump said those who invest $1B in the US will receive expedited permits. Tesla's market cap has increased by over $550B since November election. Nasdaq Composite crossed 20,000 for the first time ever. Eli Lilly announced a $15B buyback and 15% increase to dividend. Meta and Amazon are contributing $1M to Trump's inauguration fund. Kroger's $25B acquisition of Albertsons was blocked by a judge. Omnicom Group has agreed to buy Interpublic Group for $13.3B. Sycamore Partners is in talks to acquire $9B Walgreens Boots Alliance. Starbucks wants customers to get coffee in less than 30 seconds. Worldwide internet traffic increased 17.2% in 2024. Argentina's inflation rate reached a 4-year low. In today's newsletter: 👮‍♂️ Meta Spends Big On Security 👩🏻 Cathie Wood's Top Holdings 🐕 Dogecoin Hits $60B Market Cap 🏆 Best-Managed Companies Of 2024 🔀 Nasdaq-100 Reshuffle Let's jump right in. 📣 Presented By Cizzle Bio Own shares in early lung cancer detection. Cizzle Biotech's groundbreaking blood test detects early-stage lung cancer with over 95% accuracy. Partnerships like Bio-Techne and Moffitt Cancer Center back our patented science. Our early detection could save lives and lower healthcare costs. Be a part of this vital medical breakthrough that could impact millions. Join the Raise Read the Offering information carefully before investing. It contains details of the issuer's business, risks, charges, expenses, and other information, which should be considered before investing. Obtain a Form C and Offering Memorandum at invest.cizzlebio.com Meta spends big to keep Mark Zuckerberg safe. According to The Wall Street Journal and Equilar, the company spent $24.4M on executive security outside of work in 2023.  Most of this spend goes to Zuckerberg, but a few other Meta executives are also covered.  This excludes office security and work-related travel, which are categorized as business expenses. To put it in perspective, Meta's security spend is nearly equal to the next top nine S&P 500 companies combined, which collectively spent $26.6M. Data from Equilar also found that only 25% of S&P 500 companies extend personal security services to executives outside of work hours or locations. With the recent death of UnitedHealth executive Brian Thompson, corporate security budgets may see a sharp increase. Is Cathie Wood making a comeback? Shares of her ARK Innovation ETF ($ARKK) have surged 40% over the past six months. This has been fueled by holdings in this year's big winners like Tesla, Coinbase, Palantir, and Robinhood. Despite the rally, $ARKK still lags the S&P 500, up 21% YTD compared to the index's 28%. Over the past five years, the gap widens—$ARKK is up 25%, while the S&P 500 has gained 90%. Will 2025 bring a repeat of her standout 2020 performance, when $ARKK soared roughly 150%? Only time will tell. While $ARKK has been doing well recently, $DOGE has been doing even better. Since November 1st, Dogecoin has soared 150%, bringing its YTD gain to an incredible 327%. Considered by many to be the first memecoin, Dogecoin has been trading at a $60B market cap. This is larger than many reputable companies like Block, General Motors, Lululemon, and Robinhood. I'd love for the Efficient Market Hypothesis to explain this one. Apple has officially dethroned Microsoft. The iPhone maker claimed the top spot in The Drucker Institute's Company Ranking, which evaluates how well companies are run. Microsoft had held the number one spot for four consecutive years. The rankings assess factors like customer satisfaction, employee engagement, innovation, social responsibility, and financial strength. Apple scored 99.9 in innovation and 92.1 in overall effectiveness. Shares of the company have recently hit all-time highs, however, they are far from cheap. At 41x earnings, investors are clearly paying a hefty premium for the brand. The Nasdaq is getting a shake-up. Yesterday, Nasdaq announced changes to its Nasdaq-100 index as part of its annual reconstitution. Joining the index are three high-profile names from this year: Palantir, MicroStrategy, and Axon Enterprise. They'll be replacing Super Micro, Illumina, and Moderna. These changes take effect before the market opens on December 23, 2024. 📚 Recommended Reading The ultimate form of passive income? Dividends. Readers of The Dividendology Newsletter get tips on how to build a perpetually growing, perpetually cash flowing dividend portfolio. Unlock financial freedom and join over 24,000 investors! Click the button below to subscribe now👇 Subscribe Here 📕 Time's Choice. Donald Trump was named as Time's Person of the Year - TIME 🥇 #1 CEO. Lisa Su won TIME CEO of the Year - TIME 🇨🇳 Antitrust Allegations. China has launched an antitrust investigation into Nvidia - WSJ 🖲️ Quantum Leap. Google has unveiled one of the world's most powerful quantum chips with groundbreaking achievements - TV ₿ Investment Rejected. Microsoft shareholders have voted against adding Bitcoin to the balance sheet - YF 🏦 Banking Overhaul. Trump's advisors are looking to shrink or remove bank regulators such as the FDIC - WSJ 👻 Guidance Gloom. Adobe saw its biggest drop in over 2 years after sharing weak guidance - CNBC Presented by our paid sponsor, EarningsHub Notable Companies Reporting Earnings This Week: Here's what I will be watching this week: Wednesday: General Mills $GIS, Micron Technology $MU, Lennar $LEN Thursday: Accenture $ACN, Cintas $CTAS, Darden Restaurants $DRI, Paychex $PAYX, Nike $NKE, FedEx $FDX Friday: Carnival $CCL I use EarningsHub to track earnings, estimates, and receive AI summaries of investor calls. If you'd like an all-in-one earnings tool and see all other companies reporting, I definitely recommend you check it out! 📣 Presented By Long Angle Long Angle: A Vetted Community for High-Net-Worth Entrepreneurs and Executives Private, vetted community offering confidential discussions and education Entrepreneurs and executives, 30–55 years old, with $5M to $100M net worth Preferential access to top-tier alternative investments Join Long Angle Today Major Trades Published 12/9 - 12/13. Trades may be those of family members. [Source: 2iQ] Buys Earl Blumenauer (D) Company: Kroger ($KR) Amount Purchased: $15K - $50K Company: Comcast Corp ($CMCSA) Amount Purchased: $15K - $50K Company: Bank of America ($BAC) Amount Purchased: $15K - $50K Jared Moskowitz (D) Company: Energy Select Sector SPDR Fund ($XLE) Amount Purchased: $15K - $50K Jonathan Jackson (D) Company: Amazon ($AMZN) Amount Purchased: $15K - $50K Company: Church & Dwight ($CHD) Amount Purchased: $15K - $50K Sells Jared Moskowitz (D) Company: Seacoast Banking Corp of Florida ($SBCF) Amount Sold: $65K - $150K Lance Gooden (R) Company: Western Alliance Bancorporation ($WAL) Amount Sold: $50K - $100K Earl Blumenauer (D) Company: Toyota Motor ($TM) Amount Sold: $50K - $100K Major Trades Published 12/9 - 12/13 Buys TKO Group Holdings ($TKO) Insider: Ariel Emanuel (Chief Executive Officer) # of Shares Purchased: 337,447 $ Amount: $48,133,382 SEC Forms: [1] Aurinia Pharmaceuticals ($AUPH) Insider: Kevin Tang (Director) # of Shares Purchased: 500,000 $ Amount: $4,545,000 SEC Forms: [1] Sells Cava Group ($CAVA) Insider: Ronald Shaich (Director) # of Shares Sold: 1,367,221 $ Amount: $204,262,818 SEC Forms: [1] Nuvalent Inc ($NUVL) Insider: Andrew Hack (Director) # of Shares Sold: 1,250,000 $ Amount: $110,000,000 SEC Forms: [1] Apollo Global Management ($APO) Insider: James Zelter (Co-President) # of Shares Sold: 500,000 $ Amount: $86,950,875 SEC Forms: [1] How was today's newsletter? 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