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Apple will lose big in a trade war. President Donald Trumpâs decision to slap cumulative tariffs would reduce profit perhaps 15%. Retaliatory levies on overseas sales would be worse...
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For Q1 2025, the Conventum-Alluvium Global Fund was up 1.7% in USD terms and 1.1% in AUD terms. Click here to read the full letter...
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We believe shares of Alphabet are significantly undervalued at less than 12x our estimate of normalized earnings. Click here for our GOOG/GOOGL thesis...
Continue ReadingFor Q1 2025, Aristotle Capitalâs Value Equity Composite posted a total return of 0.78% (gross) and 0.73% (net). Click here to read the full commentary...
Continue ReadingWe recently published a list of 10 AI Stocks to Watch Now. In this article, we are going to take a look at where Tesla, Inc. (NASDAQ:TSLA) stands against other AI stocks to watch now. The trade war between two of the world’s biggest economies, China and the US, is deepening even further. In a […]...
Continue ReadingWe recently published a list of 10 AI Stocks to Watch Now. In this article, we are going to take a look at where Alphabet Inc. (NASDAQ:GOOGL) stands against other AI stocks to watch now. The trade war between two of the world’s biggest economies, China and the US, is deepening even further. In a […]...
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