The regulator is looking at ways to allow retail investment in companies like Airbnb and Uber.
The wide-moat firm’s ongoing portfolio restructuring continues to support its intangible brand advantage.
No fair value change is planned for the narrow-moat firm.
A rare network advantage in a rapidly growing industry is worth a premium valuation.
We're not planning much change to our fair value estimate for the narrow-moat firm.
The recent U.S. Supreme Court ruling that any state may allow betting on sporting events will have limited impact on MGM, Wynn, and Las Vegas Sands.
We expect improving sales and profitability to continue.
E-commerce market share gains present challenges for some, but trends continue to support healthy profitability for many companies.