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A strong Dec. jobs report triggered a $1T market sell-off, highlighting investor fears of rising inflation. Read why I'm buying companies like NVDA, GOOG, and BTI...
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During the fourth quarter Ithakaâs portfolio performance bested the R1000G by 133bps, 8.4% to 7.1% (gross of fees), in a relatively narrow market. Read more here...
Continue ReadingThe GreensKeeper Value Fund finished the year 2024 +23.6% net of fees and expenses. Click here to read the full fund letter...
Continue ReadingBuilding good financial habits and avoiding debt traps is the hardest part of accumulating your first $100K. Learn how my 7-stock portfolio outperformed S&P 500...
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ARKW is highly volatile, with significant exposure to Tesla & Bitcoin, comprising nearly quarter of its holdings. See why I downgrade the fund from buy to hold...
Continue ReadingDuring the fourth quarter of 2024, the Patient Opportunity Equity Strategy generated a total return of 8.2% net of fees. Read more here...
Continue ReadingPatient Capital Management's Opportunity Equity Strategy surpassed the market to end up 26.5%, 150bps ahead of the S&P 500âs 25.0%. Click here to read the full fund letter...
Continue ReadingApple's lack of iPhone revenue growth and disappointing new product launches are key issues. Read why cautious investors should avoid AAPL stock...
Continue ReadingRead here for highlights on Marvell Technology's AI revenue targets and growth prospects, which make it an attractive investment opportunity for investors...
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