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Hardik ShahMay 15 at 04:07 PM
ValueAct Capital Portfolio Updates
$Toast(TOST.US) $Visa(V.US) $KKR(KKR.US) $Spotify(SPOT.US) $Wix.com(WIX.US) $Roblox(RBLX.US) $Meta Platforms(META.US) $Amazon(AMZN.US) $Live Nation(LYV.US) $MongoDB(MDB.US) $Rocket(RKT.US) $Disney(DIS.US)
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熊猫投zi手札Dec 26, 2025 at 02:59 PM
Evercore ISI 发布《Best Idea List for 2026》解读
This report is built on two core themes: 👉 K-shaped economic recovery 👉 AI-driven future. Evercore ISI believes that the future market will be clearly divided: some companies will benefit from the AI wave and high-income consumer spending, while others will rely on policy stimulus and the recovery of middle-class demand. 1. Retail & Consumer. Evercore ISI expects that future tax cuts will directly boost consumer spending power, especially benefiting price-sensitive consumers. Walmart (WMT) is listed as the #1 retail choice...