Bloomberg Businessweek
Previewing the Fed's Decision, Apple Rises on Hope AI Will Fuel Upgrades
Jun 11, 2024
Bloomberg News staff previews the Fed's decision and discusses Apple's AI plan. They cover inflation data, Apple's stock rise, and the impact on M&A. Real estate trends in luxury markets are explored, along with investment strategies and stock picks.
55:51
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Quick takeaways
- Apple's new AI plan boosts stock value despite initial response.
- Goodhaven Capital Management prioritizes non-consensus opportunities for strong returns in varying markets.
Deep dives
Vitesse Energy: A Capital Provider for Oil and Gas Wells
Vitesse Energy, a spin-off from Jeffries, focuses on providing financial interests as a non-operator in oil and gas wells to leading US operators. Their management team has a strong track record and expertise in the Bakken region. With a sub-billion-dollar market cap, Vitesse offers an 8.5% dividend yield and a stock price at around 11 times forward free cash flow.
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