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☆ Some of the best early-stage startup investors share a common trait that should be a lesson for Silicon Valley
▼ + stars: | 2024-01-17 | by ( Dan Defrancesco | ) www.businessinsider.com time to read: +6 min

In today's big story, we're looking at the best investors when it comes to early-stage companies. The big storyPicking winnersCaterina Fake, Cindi Bi, and Suleman AliInvesting can be a crapshoot, especially when it comes to early-stage companies. AdvertisementThe investors, profiled by BI's Ben Bergman, Samantha Stokes, Rebecca Torrence, and Leena Rao, have an incredible track record for early-stage investing. Silicon Valley can be known to have a herd mentality, especially when it comes to venture investors. And yet, some of the best early-stage investors have proven to have far better success going out on their own.

Persons: —, we've, Caterina Fake, Suleman Ali, BI's Ben Bergman, Samantha Stokes, Rebecca Torrence, Leena Rao, Joseph Aaron, cofounders, Tanja Ivanova, isn't, Chanos, Elon Musk, Jim Chanos, Tesla, Musk, Dan Ives, Goldman Sachs, Goldman, Brittany Hosea, Satya Nadella, Sam Altman, Philipp Schindler, Google's, Alyssa Powell, Michelle Obama, Betty White, Steve Harvey, Muhammad Ali, Benjamin Franklin, Al Capone, Calvin Harris, Charles Schwab, They've Organizations: Service, Business, Reuters, Getty, Elon, Tesla, Apple, Microsoft, Google, BI Locations: pant, San Francisco, Brittany, China, Davos, ChatGPT's

☆ The chip stock is getting a ton of love from Wall Street, and it's not Nvidia
▼ + stars: | 2023-10-20 | by ( Samantha Subin | ) www.cnbc.com time to read: +2 min

A major chipmaker is getting a lot of love on Wall Street — and no, it's not Nvidia . Taiwan Semiconductor Manufacturing Company posted third-quarter results Thursday that topped analysts' expectations. While the company reported its largest profit decline since 2019, it signaled a looming end to a difficult inventory correction. The Taiwan-based semiconductor company plays an integral role in the attention-grabbing artificial intelligence chipmaking industry, supplying products to Apple , Nvidia and Advanced Micro Devices . However, now may mark an opportune time for long-term investors to get into a company poised to experience mid- to high-teens growth in 2024.

Persons: Goldman Sachs, Bruce Lu, Lu, Brad Lin, Gokul Hariharan, Hariharan, — CNBC's Michael Bloom Organizations: Nvidia, Taiwan Semiconductor Manufacturing Company, Taiwan Semiconductor, Apple, Bank of America, JPMorgan Locations: 2024E, Taiwan, China, U.S

☆ Goldman Sachs: These 18 companies have double-digit upside in the best market for stock-pickers since 2016
▼ + stars: | 2023-08-08 | by ( James Faris | ) www.businessinsider.com time to read: +5 min

Here are 18 stocks with double-digit upside right now, according to Goldman Sachs. Investors taking a top-down look at markets to find opportunities should study individual stocks instead, according to Goldman Sachs. Fund managers usually fare best when stock dispersion is high. The richest 20% of stocks across market sectors trades at a 30x earnings multiple, which is nearly triple that of the bottom quintile, according to Goldman Sachs. Goldman Sachs highlighted 25 stocks set to separate themselves the most from their index — either to the upside or downside.

Persons: Goldman Sachs, David Kostin, Kostin, Goldman Sachs Goldman Sachs isn't, Morgan Stanley, Mike Wilson, Morgan Stanley's, Goldman, Wilson, Kosting, it's Organizations: Investors, Fund

☆ Fitch just downgraded US debt. Goldman Sachs says it's no big deal.
▼ + stars: | 2023-08-02 | by ( Phil Rosen | ) www.businessinsider.com time to read: +3 min

Fitch downgraded US debt from AAA to AA+ on Tuesday, but Goldman Sachs isn't concerned. The ratings agency downgraded the US's long-term debt from AAA to AA+, pointing to this summer's last-minute debt deal, rising government debt, and suspect long-term management. Here's how Goldman Sachs responded:"Bottom line: the downgrade mainly reflects governance and medium-term fiscal challenges, but does not reflect new fiscal information. Big holders of US Treasury securities aren't going to rush to shed their holdings just because of the downgrade, Goldman maintained. Finally, Fitch did not adjust its "country ceiling" to reflect the downgrade, and that currently still sits a AAA level, according to Goldman.

Persons: Fitch, Goldman Sachs isn't, Goldman Sachs, Jan Hatzius, Goldman Organizations: AAA, Service, AA, Treasury Locations: Wall, Silicon

☆ Goldman Sachs isn't just spinning records it's breaking records, says Wells Fargo's Mike Mayo
▼ + stars: | 2023-06-13 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGoldman Sachs isn't just spinning records it's breaking records, says Wells Fargo's Mike MayoMike Mayo, Wells Fargo managing director, joins 'Last Call' to discuss a new Wall Street Journal report that Goldman Sachs CEO David Solomon may be the target of continuing frustration inside the company.

Persons: Goldman Sachs, Wells, Mike Mayo Mike Mayo, David Solomon Organizations: Wells, Journal Locations: Wells Fargo

☆ Goldman Sachs: These are the 24 best AI stocks to buy now as the technology boosts productivity and profits for decades
▼ + stars: | 2023-06-10 | by ( James Faris | ) www.businessinsider.com time to read: +4 min

Here are 24 top stocks to buy for exposure to AI, according to Goldman Sachs. Although artificial intelligence (AI) has been on everybody's minds lately, Goldman Sachs thinks investors may still be underselling how influential the technology can be. Goldman Sachs expects that AI will dramatically improve economic productivity and corporate earnings across the market. Stocks should be trading higher now based on how AI will impact businesses in the future, Goldman Sachs argued. Below are the 24 stocks in Goldman Sachs' AI basket, along with the ticker, market capitalization, and forward price-to-earnings (P/E) ratio for each.

Persons: Goldman Sachs, Ryan Hammond, Goldman, Hammond, Cashin, Goldman Sachs isn't Organizations: UBS, Microsoft, Intel

☆ Goldman Sachs isn't getting a new private jet, but are there better places to cut costs on Wall Street?
▼ + stars: | 2023-03-28 | by ( Dan Defrancesco | ) www.businessinsider.com time to read: +6 min

If there is a senior Goldman Sachs' executive in your life, please keep them in your thoughts and prayers. Insider's Dakin Campbell has the scoop on Goldman nixing plans to buy a third corporate aircraft under CEO David Solomon. So as the bank has looked to cut costs this year more broadly, the private jets, naturally, were a topic of discussion. I will say, I think corporate jets have been unfairly labeled as the poster child for excessive spending at the corporate level. Now, regional banks are looking to serve the firms looking for a new banking home, per The Wall Street Journal.

☆ These bankers got deals done despite a dismal environment
▼ + stars: | 2023-02-16 | by ( Dan Defrancesco | ) www.businessinsider.com time to read: +5 min

Top M&A bankers of 2022. That's why you could argue that this year's edition of "The Rainmakers" — Insider's annual list of the 20 M&A bankers who handled the largest deals of the year in North America — is more impressive than previous editions. What's interesting about this year's list is how it was made up of bankers almost entirely from the bulge-bracket. Check out our list of the top-20 M&A bankers who made the most during a difficult year for dealmaking. Jeff Bezos' $500 million yacht finally hit the open water.

☆ Goldman Sachs shares 4 cities that will suffer a 2008-size crash in home values — and breaks down why they believe home prices across the US will now fall further than they originally thought
▼ + stars: | 2023-01-24 | by ( William Edwards | ) www.businessinsider.com time to read: +4 min

In some cities, the damage will be as bad as it was across the US in the mid-2000s, the bank said. Attention homeowners and real-estate investors, Goldman Sachs has bad news: home prices are going to fall further in 2023 than they had previously thought. Goldman SachsWhile Karoui, Viswanathan, and Walker see national home prices falling by 10% peak-to-trough, they see prices in cities where home values have soared above average falling more. What other firms are sayingGoldman Sachs isn't the only Wall Street bank calling for further home price declines in 2023. Morgan Stanley strategist James Egan said in a January note that he sees home prices falling by 4% in 2023 thanks to stagnant demand.

☆ Premarket stocks: Why Goldman Sachs isn't too worried about a recession
▼ + stars: | 2023-01-13 | by ( Nicole Goodkind | ) edition.cnn.com time to read: +6 min

In their 2023 outlook, Goldman analysts noted that disagreement about the economic forecast abounds within their own circles. Bill Dudley, a former Goldman Sachs partner and president of the New York Fed, puts the chance of recession this year at about 70%. Goldman analysts say that even with a sour economy, they predict the 2023 investment return on the S&P 500 will most likely be between 9-12%. The Fed’s days of three-quarter-point rate hikes are behind us, said Philadelphia Federal Reserve President Patrick Harker in a blog post Friday. Better-than-expected price data shows that the Fed’s aggressive and economically painful rate hikes are successfully slowing the economy and fighting inflation, he said.

☆ Goldman Sachs: These 40 stocks have at least 34% upside right now while the rest of the market struggles for gains in 2023
▼ + stars: | 2023-01-07 | by ( James Faris | ) www.businessinsider.com time to read: +2 min

Goldman Sachs sees limited upside for the S&P 500 in 2023 as earnings stay flat. Here are 40 stocks that Goldman Sachs analysts believe have the most upside right now. US stocks got off to a choppy start in the first week of 2023, and Goldman Sachs thinks the volatility is only just getting started. But even modest gains are no guarantee this year, given that Goldman Sachs is also calling for flat earnings growth. 40 high-upside stocks to buyHowever, Goldman Sachs still sees attractive investing opportunities in this turbulent market.

☆ Goldman Sachs thinks the 60/40 portfolio is far from dead and is set to make a strong comeback in 2023, if history is any guide
▼ + stars: | 2022-12-15 | by ( Anil Varma | ) www.businessinsider.com time to read: +3 min

But Goldman Sachs Asset Management says it could come back in 2023, going by past patterns. Not so fast, according to Goldman Sachs Asset Management. Furthermore, history shows the 60/40 portfolio tends to deliver strong returns in the years immediately following a period of negative returns, Goldman Sachs Asset Management said in its note. "Performance for an illustrative traditional 60/40 portfolio has been challenged in 2022 amid surges in interest rates, recession risk, and broader market uncertainty," it said. The outlook for the 60/40 portfolio has also brightened due to increased bond yields, according to Goldman Sachs Asset Management.

☆ Here are 10 reasons why the US won't be hit with a recession in 2023, according to Goldman Sachs
▼ + stars: | 2022-12-01 | by ( James Faris | ) www.businessinsider.com time to read: +3 min

A recession in the US is unlikely in 2023, according to Goldman Sachs. Analyst consensus says there's a 63% chance of a recession, but Goldman Sachs says it's far lower. Goldman Sachs isn't bullish on stocks in 2023, but compared to some of its Wall Street peers, its outlook for the US economy is rosy. "Our baseline is that the US economy narrowly escapes a recession in 2023," Struyven said. Goldman SachsLastly, inventory gluts that are crushing profit margins of retailers like Target (TGT) won't spread beyond the consumer discretionary sector, according to Goldman Sachs.

☆ Goldman says this restaurant chain is one of the most compelling growth stocks into earnings
▼ + stars: | 2022-10-18 | by ( Alex Harring | ) www.cnbc.com time to read: +2 min

Investors should load up on Chipotle Mexican Grill shares ahead of the restaurant chain's next quarterly report, according to Goldman Sachs. It is also 5% and 30% cheaper than a burger-and-fry meal at fast food and fast casual restaurants, respectively. Consumers see the value proposition, he said, as the chain scored 6% higher in a value screen compared to fast casual competitors. Goldman Sachs found its most recent addition to protein offerings, the garlic guajillo steak, generated less social buzz than previous limited-time offerings. Goldman's Garber said the stock is up 15% since second-quarter earnings, beating the average of 4% among fast food and fast casual restaurants the firm covers.

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