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Berkshire Hathaway, a solid firm that is making interesting moves, is still worth considering despite disappointing investors. Explore more details here...
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At quarter-end, the IT sector represented 39% of the portfolio, about three percentage points above the growth version of our global index and 14 percentage points from the core version...
Continue ReadingAnalysis of Amazon.com, Inc.'s Q3 2024 report, stock performance, and valuation post-earnings. Click here for my updated look at whether AMZN is worth buying now...
Continue ReadingFounder-led firms significantly outperform benchmarks, so investors are very rational to give these founders outsized control for the ability to co-invest along the founders. Read more here...
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Intapp Inc (INTA) reports robust cloud ARR growth and enhanced AI capabilities amid strategic shifts and partnerships...
Continue ReadingAlphabet stock is a moderate buy with strong uptrends and robust fundamentals, driven by AI advancements and recent earnings growth...
Continue ReadingApple's services segment has grown significantly, increasing to $25 billion per quarter, highlighting its importance. Read more on AAPL stock here...
Continue ReadingBoth the fund and the market reached all-time highs again this quarter, along with many of our holdings. Read more here...
Continue ReadingGoogle's historical stock performance during election years and current bullish technical indicators justify a buy rating. Read more on GOOG stock here...
Continue ReadingQ3 2024 Frontdoor Inc Earnings Call...
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