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Why Did Billionaire with Perfect Track Record Buy This Stock?

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Friday, December 20th 2024

Why Did Billionaire with Perfect Track Record Buy This Stock?

ZoomInfo Technologies Inc. (NASDAQ: ZI) might have won over legendary investor Stan Druckenmiller but the market hasn't been so kind, punishing the stock to the tune of 37% year-to-date.

 

When management unveiled earnings last quarter, $303.6 million in top line sales failed to ignite enthusiasm given that it represented a 3.3% year-over-year decline.

 

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Have you ever wondered how much short-term versus long-term taxes actually affect your net worth and portfolio over time?

 

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After poring over Lattice's Q3 filings it's looking increasingly likely that the Street is missing the forest for the trees with Lattice. Yes, the headline numbers were brutal – revenue down 33.9% y/y to $127.1M. But beneath the cyclical noise, Lattice is methodically building what could become the dominant franchise in edge AI computing.

 

Get the full details here

- G. O'Fiachra

 

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