Mar Vistaâs Global strategy returned +6.52% net in Q1'24 vs. MSCI World Net Index's return of +8.85%. Click here to read the full letter...
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Continue ReadingThe tech giant has every piece in place to build another massive business...
Continue ReadingSustained gains in the tech sector will depend on artificial intelligence investments paying off...
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Continue ReadingMar Vistaâs Focus strategy returned +5.53% net in Q1 '24 vs. Russell 1000 Growth Index's and S&P 500 Index's returns of +11.41% & +10.56% respectively. Click here to read more...
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Continue ReadingThe extent and timing of the enterprise market's embrace of the company's AI cloud software are uncertain...
Continue ReadingMicrosoft U.K. CEO says she hasn't seen anything like the last year of progress in her 30 years working in tech...
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