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AMZN GOOGL MSFT

A Question Of Quality, If I Could Only Own Six Stocks

A concentrated portfolio of high-quality stocks can outperform diversification. Click here to see the top picks and strategies inspired by Buffett and Munger...

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AAPL AMZN GOOGL MSFT TSLA

Baron Global Advantage Fund Q4 2024 Shareholder Letter

Baron Global Advantage Fund advanced during the fourth quarter of 2024, outperforming its benchmark, the MSCI ACWI Index. Read more here...

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TSLA

Baron Partners Fund Q4 2024 Shareholder Letter

Baron Partners Fund increased in the fourth quarter of 2024, outperforming its benchmark, the Russell Midcap Growth Index...

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AMZN

Hims & Hers: After A 205% Gain, Downgrading To A Hold, But Options Present An Opportunity

Hims & Hers appears overextended, increasing the likelihood of a pullback in the short term. Click here to see why HIMS stock is a Hold...

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AAPL AMZN GOOGL MSFT

Tracking Ray Dalio’s Bridgewater Associates 13F Portfolio – Q4 2024 Update

Bridgewater Associates' Q3 moves: Portfolio value rises to $21.81B. Notable stake reductions were seen in GOOG, NVDA, META, MSFT, and AMZN. See more here...

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AAPL AMZN GOOGL MSFT

Madison Sustainable Equity Fund Q4 2024 Investment Strategy Letter

The S&P 500 ended 2024 with a 25% gain for the year. This marks the second consecutive year of gains exceeding 25% and the third such occurrence in the past four years...

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AMZN GOOGL MSFT

Madison Small Cap Fund Q4 2024 Investment Strategy Letter

The fourth quarter closed out a successful year for the Madison Small Cap Fund, delivering solid absolute and relative returns for the fourth quarter and the full year...

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AMZN GOOGL

Madison Investors Fund Q4 2024 Investment Strategy Letter

The Madison Investors Fund (class I) decreased 0.4% in the fourth quarter of 2024, compared to the 2.4% increase in the S&P 500 Index. Read more here...

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AAPL IBM

Broadcom Is Threatening AMD’s Data Center Opportunity

Explore Advanced Micro Devices, Inc.'s journey from fabless strategy to AI market challenges, stock-based dilution, and competition. Click for more on AMD stock...

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MSFT

Arista Networks May See Growth Accelerate In 2027

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