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Recent Articles
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The Metaverse: Qualcomm Expands Partnership with Microsoft
Jan 7, 2022
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Image Source: Qualcomm Inc – November 2021 Investor Day Presentation.
A lot of attention has been directed towards the idea of a metaverse, which in short is an expansive digital universe where users can interact with one another via digital avatars of themselves (or whatever avatar the user prefers). This universe could, in theory, combine the functionality of computers and smartphones with almost every digital platform and application in existence. Users could perform both productivity-related activities (collaborating on work projects, holding team meetings, working with clients) and leisure-related activities (playing games with friends and family, meeting up with distant relatives, watching concerts, other live events, TV shows, and movies) in a seamless fashion. The user would not need to jump from digital platform to platform to access different applications. What the metaverse actually ends up looking like, assuming this concept materializes into something more tangible, remains to be seen. However, what is abundantly clear today is that tech companies are investing heavily to make this vision a reality. Meta Platforms, Qualcomm and Microsoft remain key players.
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Dividend Increases/Decreases for the Week January 7
Jan 7, 2022
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Let's take a look at companies that raised/lowered their dividend this week.
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Best Idea Domino’s Has a Massive Growth Runway
Jan 6, 2022
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Image Source: Domino’s Pizza Inc – Third Quarter of Fiscal 2021 IR Earnings Presentation.
Domino’s Pizza runs a great business. Most of its store locations are franchised (~98% as of September 2021), meaning inflation cost headwinds fall more squarely on its franchisees. The company has put up great same store sales performance on both a domestic and international basis in recent fiscal years, and it continues to have an immense growth runway. Domino’s is a stellar generator of free cash flow, too, thanks to its asset light revenue model. We include shares of Domino’s as an idea in the Best Ideas Newsletter portfolio.
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ICYMI: Exxon Mobil’s Bright Growth Outlook
Jan 5, 2022
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Image Source: Exxon Mobil Corporation – December 2021 IR Presentation.
At the start of December 2021, Exxon Mobil Corp laid out its longer term strategy for the 2020s decade. We are going to cover that outlook, the state of the global energy complex, Exxon Mobil’s stellar and improving financial position, and what to expect going forward. Exxon Mobil is a tremendous enterprise and one of our favorite energy names out there.
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