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AMZN TSLA

Polen Focus Growth Portfolio Q4 2024 Commentary

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...

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AMZN GOOGL MSFT

Google Stock Near All-Time Highs And A Top Holding Pre-Q4, But This Is A Bad Entry Point (Rating Downgrade)

Google'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...

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AAPL AMZN MSFT

CHW: Very Solid Performance In The Past Year Makes For A Sustainable 8.78% Yield

Discover 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...

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TSLA

Assessing Tesla Through The Basics Of Game Theory

Discover 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...

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AAPL GOOGL MSFT

Google: Why I’m Not Buying More Now (Downgrade)

Financial writer discusses Alphabet Inc.'s recent high stock surge, concerns about DoJ headwinds, and the need for stock consolidation...

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AAPL GOOGL

Wall Street Lunch: AI-Designed Drugs Expected To See Trials This Year

Google's DeepMind spinoff Isomorphic Labs expects clinical trials of drugs designed using AI to start late this year...

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TSLA

Tesla: Lessons I Learned From Stocks With 100+ P/E (Rating Downgrade)

Additional growth catalysts offer Tesla opportunities to further broaden its EV lineup, AI-enabled products, and lower unit costs. Click for our TSLA stock update...

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AAPL

Apple: When Pricing Power Isn’t Enough

Apple 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...

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AAPL

Intel Gets The Elon Musk Premium; Buyout Outcomes Discussed

Intel 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...

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AAPL

Apple Q1 2025 Earnings Preview: Core Value Remains Strong As Stock Ripens

Apple's services drive growth despite iPhone challenges...

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