In the fourth quarter of 2024, the Polen Focus Growth Portfolio returned 4.88% gross of fees, and 4.65% net of fees. Read more here...
Continue ReadingGoogle's Q4 2024 revenue will likely benefit from AI innovations, 30%+ Google Cloud growth, and over $50B in YouTube subscription revenue over the last 12 months. Read more here...
Continue ReadingDiscover the Calamos Global Dynamic Income Fund with an 8.78% yield, sustainable performance, and attractive pricing for income investors. Read the full CEF report on Seeking Alpha...
Continue ReadingDiscover if Tesla, Inc.'s first-mover advantage still holds true in today's market using the Stackelberg model and evaluate its valuation. Click for my TSLA update...
Continue ReadingFinancial writer discusses Alphabet Inc.'s recent high stock surge, concerns about DoJ headwinds, and the need for stock consolidation...
Continue ReadingGoogle's DeepMind spinoff Isomorphic Labs expects clinical trials of drugs designed using AI to start late this year...
Continue ReadingAdditional growth catalysts offer Tesla opportunities to further broaden its EV lineup, AI-enabled products, and lower unit costs. Click for our TSLA stock update...
Continue ReadingApple Inc. seems to be lagging in the AI race as the initial features of Apple Intelligence have left users disappointed. Click for our AAPL update...
Continue ReadingIntel stock surged on rumors of a potential buyout involving Elon Musk, suggesting a 20%-30% premium. Click here to read more on the possible INTC buyout...
Continue ReadingApple's services drive growth despite iPhone challenges...
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