Yahoo Finance

Apple is among the largest companies in the world, with a broad portfolio of hardware and software products targeted at consumers and businesses. Apple’s iPhone makes up a majority of the firm sales, and Apple’s other products like Mac, iPad, and Watch are designed around the iPhone as the focal point of an expansive software ecosystem. Apple has progressively worked to add new applications, like streaming video, subscription bundles, and augmented reality. The firm designs its own software and semiconductors while working with subcontractors like Foxconn and TSMC to build its products and chips. Slightly less than half of Apple’s sales come directly through its flagship stores, with a majority of sales coming indirectly through partnerships and distribution.

Western Digital is a leading vertically integrated supplier of data storage solutions, spanning both hard disk drives and solid-state drives. In the HDD market it forms a practical duopoly with Seagate, and it is the largest global producer of NAND flash chips for SSDs in a joint venture with competitor Kioxia.

Vickers Stock Research, a subsidiary of Argus Research Group, analyzes insider trading and institutional stock ownership. Form 13-F filings, which institutions use to report their holdings, are due 45 days after the end of calendar quarters and are now in for 4Q24. We review the 13-Fs of major institutional investors, including activists, to see what they are buying and to look for trends. Volatility in the stock market during the fourth quarter gave institutional investors a chance to buy the dips. Taking a look at 13-F filings from well-known institutions, we see that the big guns picked up some new companies or added to existing positions. Buying was across a variety of sectors. A standout favorite was Amazon.com. Another name that showed up several times was Boeing. Based on Vickers data, here are select purchases made in 4Q by some high-profile money managers.

Globant is a next-generation IT services company that primarily assists clients with their digital transformation efforts by creating customized software for them. The company was founded in 2003 in Argentina but is currently headquartered in Luxembourg and primarily serves clients in the US and Latin America. Globant’s client base is relatively concentrated in the media and entertainment and financial services industries.