Investing -- Rambling -- ARM -- GQG Fund Adds Tech -- August 13, 2023 -- IN PROGRESS

Locator: 45446TECH.

Getting ready for ARM.

• from earlier this week:

• Nvidia's attempt to buy ARM a couple of years ago for $40 billion failed (regulators said, "no.'
• from CNBC four days ago:

• and:

• from wiki:

• today, from Reuters; I don't know how this works, whether it occurs before the IPO or after; I assume SoftBank is trying to close this before the IPO?

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Most anticipated investing story this coming week? Warren Buffett's BRK quarterly SEC filing.

• will be released Monday, August 14, 2023.
• it's hard to believe that one investor owns 24% of an oil company the size of OXY; amazing.
• biggest question: did Buffett sell PARA; my hunch, he did not; having said that, lousy stock in a lousy sector; have no idea what he was thinking, though I have my thoughts.

Laser-focused on dividends:

• no need to add further comments to this article on KMI -- 6.4% dividend
• OXY: 1.09% dividend

Pipelines: should be added to the "utilities" bucket. 

• pipelines will grow assets only by acquisitions; new pipelines "dead'
• shares pretty much reflect demand for product being shipped
• does that make KMI nothing more than a "utility"?

KMI: 

KMI: ticker, max:

AMAZON, AAPL, Nvidia, link here. GQG Partners, Fort Lauderdale, Florida:

• adds to its positions in the "magnificent seven megacap stocks:

NEW YORK, Aug 11 (Reuters) - Australia-listed investment firm GQG Partners added more shares of Nvidia Corp in the second quarter, ending June with $5.9 billion invested in the chipmaker, according to regulatory filings on Friday.

Shares in Nvidia are up roughly 180% year to date and reached $1 trillion in market capitalization, amid excitement over advancements in artificial intelligence.

GQG held 13.9 million shares of Nvidia at the end of June, or 5.7 million more than it did on March 31.

The firm also built a new position in Amazon.com Inc of roughly $2 billion, besides increasing existing positions in some of the other so-called "magnificent seven" megacap stocks": Alphabet Inc, Apple Inc and Microsoft Corp.

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