As enterprise cloud-based software and security needs become increasingly complex, companies are turning to a handful of the same IT service providers. What could go wrong?...
Continue ReadingU.S. stock markets closed sharply lower on Friday following a global cyber outage that rattled investors...
Continue ReadingThe Mag 7 lost another $113 billion in market cap on Friday, bringing the total decline from the peak on July 10 to $1.32 Trillion. Click to read...
Continue ReadingPolen Capital, an investment management company, released its “Polen Focus Growth Strategy” second quarter 2024 investor letter. A copy of the letter can be downloaded here. In the second quarter, the fund returned -0.11% (gross) and -0.31% (net) compared to 8.33% for the Russell 1000 Growth Index and 4.28% for the S&P 500 Index. Generative […]...
Continue ReadingPolen Capital, an investment management company, released its “Polen Focus Growth Strategy” second quarter 2024 investor letter. A copy of the letter can be downloaded here. In the second quarter, the fund returned -0.11% (gross) and -0.31% (net) compared to 8.33% for the Russell 1000 Growth Index and 4.28% for the S&P 500 Index. Generative […]...
Continue ReadingLooking ahead to Q2, I am optimistic that markets will react positively to Google's earnings report. Read more to see my analysis on GOOG stock...
Continue ReadingEtsy is due to report its Q2 earnings on July 31, where revenue is expected to grow 1.7% YoY. Learn why I upgrade ETSY stock from hold to buy...
Continue ReadingWe recently compiled a list of the 10 Stocks That Will Skyrocket. In this article, we are going to take a look at where Microsoft Corporation (NASDAQ:MSFT) stands against the other stocks. The primary lure of investing, as you’re likely to know, is to make money. Every day thousands of investors pour into the market to […]...
Continue ReadingTSMC's Q2 earnings suggests an uptick from 2023 levels, with a possible attainment of 2022 revenue highs. Read what makes TSM stock a risk-off alternative...
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