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Tesla, Inc. stock soared in 2024 and its growth prospects in 2025 look promising, driven by ambitious goals. Click for my TSLA stock update...
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The market may be reaching crazy valuations and doing crazy things. The Stoics teach us to focus on what we can influence (our process) and accept what we can't (the market's whims)...
Continue ReadingGetting into a richer data-driven environment with recent earnings. Tech in the time of Trump...
Continue ReadingFinancial writer highlights Microsoft Corporation's growth under Satya Nadella, with strong AI services and projected $870 target by 2030. Click for my MSFT update...
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YTD through January 15, 2025, none of the top 3 names by market cap (Microsoft, Nvidia, Apple) are beating the S&P 500. Read more here.....
Continue ReadingInstitutional Class shares of Columbia Select Large Cap Value Fund returned -2.51% for the quarter ending December 31, 2024. Click here to read the full commentary...
Continue ReadingFinancial writer Howard Marks warns of cautionary signs in the stock market, including high valuations and reliance on key stocks like the Magnificent.....
Continue ReadingShould investors stay cautious on tech stocks in 2025? Click here to read about robotics and smaller mid-cap names that may present some upside for tech investors...
Continue ReadingLearn about Mayar Capital's investment management services and Responsible Global Equity Fund performance, along with lessons from historical market.....
Continue ReadingWe invested in Keysight Technologies in the middle of the year, and it is now a top 10 holding in our Large Cap strategy. Click here for our KEYS thesis...
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