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AAPL GOOGL MSFT

Parnassus Core Equity Fund Q2 2024 Investment Commentary

Parnassus Core Equity Fund (Investor Shares) returned 1.86% (net of fees) for the quarter, underperforming the S&P 500 Index’s 4.28%. Click here to read more...

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IBM

OneStream: Strong Fundamentals, But Too Expensive

OneStream’s unified platform could help it gain market share in the CPM software market in the coming years. See why I rate OS stock as a hold...

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TSLA

Rich People Are Like the Rest of Us. When Their Stocks Fall, They Lose Money.

The broader market tumbled, hurt by quarterly reports from big tech companies Tesla and Google’s parent, Alphabet while LVMH —often cited as one of Europe’s answers to the Magnificent Seven U.S. big tech stocks—similarly delivered downbeat results. Meanwhile LVMH, the first European company to reach a $500 billion valuation, and a frequent contender for the continent’s most valuable company, saw its sales miss the mark. In both cases, the earnings reports did little to comfort investors already concerned that the shares were lagging behind the broader market over the past year...

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GOOGL

Alphabet Q2 2024 Earnings Update

GOOGL

Bitcoin Price Dips to $64,000, $220M in Long Positions Liquidated

Bitcoin (BTC) experienced a sharp decline on Wednesday, as it fell over 3% to the $64,000 mark...

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GOOGL

FTSE 100 Seen Opening Lower After Tech-Led Selloff on Wall Street

The FTSE 100 is expected to open around 0.6%, lower, according to IG, following a tech-led selloff on Wall Street following lackluster earnings from Alphabet and Tesla...

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AAPL

Madison Sustainable Equity Fund Q2 2024 Investment Strategy Letter

Performance for the Madison Sustainable Equity Fund (Class Y) was about in line with the S&P 500 during the quarter...

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AMZN MSFT

Legacy Ridge Capital Partners Equity Fund I 2024 Mid-Year Letter

The Legacy Ridge Capital partnership returned 25.6% gross, 19.7% net of accrued performance fees through June 2024. Click here to read the full fund letter...

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TSLA

Changes To My Financial Model After Tesla’s Q2 Earnings Report

Tesla is caught between two growth cycles, and the Robotaxi could be the next key driver. Read more to see my analysis on TSLA stock...

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GOOGL

Alphabet Stock Dropped After Stellar Earnings. Finally, an Opportunity to Buy.

The company handily beat estimates on earnings and sales. It wasn’t enough. The stock dropped 5% on Wednesday and is now off more than 9% from its peak on July 10...

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