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Artisan International Fund portfolioâs Q3 2024 performance tipped below that of the MSCI EAFE Index and the MSCI AC World ex USA Index. Click here to read more...
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Utilities have surged YTD, with AI data centers driving energy demand. Nuclear power is seeing a revival amid tech giantsâ power needs. Click here to learn more...
Continue ReadingTesla faces growing risks due to Elon Musk's political alignment, impacting its primary markets and consumer perception negatively. See why TSLA stock is a Sell...
Continue ReadingStarting next week, the Google Photos app will add a new disclosure for when a photo has been edited with one of its AI features, such as Magic Editor, Magic Eraser, and Zoom Enhance. When you click into a photo in Google Photos, there will now be a disclosure when you scroll to the bottom of the "Details" section, noting when a photo was "Edited with Google AI." Google says it's introducing this disclosure to "further improve transparency," however, it's still not that obvious when a photo is e...
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The following segment was excerpted from this fund letter.One of our largest positions remains CoreCard Corp (CCRD), which Iâve written about extensively.....
Continue ReadingFor the 3Q24 quarter Long Cast Advisers cumulative net returns improved 6%. YTD cumulative net returns are 16%. Click here to read the full fund letter...
Continue Reading“My prediction is Tesla will become the most valuable company in the world, and probably by a long shot,” Musk declared...
Continue ReadingDuring the third quarter, the Fund initiated an opportunistic investment in ParkerVision Inc. Why are we bullish PRKR stock? Find out...
Continue ReadingStock awards for Nadella, who earned $48.5 million in 2023, climbed to about $71 million from $39 million a year earlier. Microsoft's shares had gained about 31.2% during the fiscal year ended June 30, 2024. Backed by its investment in ChatGPT maker OpenAI, Microsoft is widely seen as a frontrunner in the race for market dominance in the rollout of generative artificial intelligence (AI) among other tech heavyweights...
Continue Reading1 Main Capital Partners returned 4.0% net in Q3 vs. 5.9% and 9.3% for the S&P 500 and Russell 2000 respectively. Click here to read the full fund letter...
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