My Global Zone

Tapestry, Inc. (NYSE: TPR), the luxury brand behind Coach, Stuart Weitzman, and Kate Spade, is gaining investor interest despite the tech-focused market. The company’s growth is driven by strong holiday sales and a revitalized Coach brand, highlighting its strategic repositioning in key markets like the U.S. and China. Tapestry’s potential is reflected in a projected … Read more

Tesla’s stock experienced a 15% decline after the recent earnings report amid investor concerns over Elon Musk’s focus. Musk’s involvement in the White House, particularly with the Department of Government Efficiency (DOGE), raises questions about potential distractions. The market’s reaction may be more about short-term anxieties rather than Tesla’s long-term potential and innovation prowess. Despite … Read more

Occidental Petroleum has become a major holding for Berkshire Hathaway, driven by its strong production numbers and financial performance. Despite fluctuating oil prices, Occidental produces approximately 1.5 million barrels of oil equivalent per day, especially in the Permian Basin and Rockies. The company’s chemical division has exceeded financial expectations, contributing significantly to revenue streams. Occidental … Read more

Own a stake in a legendary portfolio valued at approximately $300 billion through Berkshire Hathaway, featuring over 40 promising stocks. Amazon continues to dominate with a 10% increase in sales and AWS driving significant profits, poised to lead future tech innovations. American Express attracts affluent millennials, boasting a 10% loan portfolio growth and maintaining low … Read more

Cushman & Wakefield’s revenue rose by only 3% to $2.63 billion, missing market expectations and causing a stock drop of over 7%. The commercial real estate giant faces challenges from digital disruption, as internet listings democratize property information, impacting traditional brokerage roles. The company’s growth has slowed, with a five-year annual growth rate of just … Read more

Arteris Inc. achieved a 7.6% revenue increase, reaching $57.7 million and aligning with analyst forecasts, indicating growth stability. Net loss improved by 8.8% to $33.6 million, with per-share loss narrowing from $1.03 to $0.86, inspiring cautious market optimism. The U.S. market contributed significantly, generating $21.7 million, or 38% of total revenue. R&D expenses accounted for … Read more

Institutional investors hold a commanding 87% stake in Travel + Leisure Co., significantly impacting its share price and strategy. The company boasts a market cap of US$3.9 billion and has achieved a 38% return for shareholders over the past year. Vanguard Group and BlackRock are major players, holding 15% and 10% respectively, shaping investment decisions … Read more

The stock market faces a mix of optimism and caution, with slight dips in futures following a record close. The Federal Reserve remains confident in controlling inflation but shows willingness to adjust policies if growth slows. President Trump considers a 25% tariff on imports, posing potential challenges to the global economic landscape. Attention turns to … Read more

Amicus Therapeutics reported a 32% revenue growth in 2024, reaching $528 million. The growth was driven by the success of Galafold, which saw an 18% increase due to expanded market reach. New products POMBILITI and OPFOLDA generated over $70 million in their first year, targeting late-onset Pompe disease. Despite a GAAP net loss of $56 … Read more

MFA Financial increased its assets from $10.8 billion to $11.4 billion in 2024, highlighting strategic growth and adaptability. The addition of $470 million in non-qualified mortgages, at a 7.8% coupon and 67% LTV, showcased tactical adaptation to market changes. MFA experienced a 1.2% negative economic return in Q4 due to market volatility and increased delinquencies, … Read more