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Cybersecurity firm Zscaler's competitive positioning in the SASE market looks better than Wall Street apparently thinks, says a KeyBanc Capital Markets analyst who upgraded the company...
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Patient Opportunity Equity strategy advanced 11.8% net of fees in the first quarter, beating the S&P 500âs 10.6% gain. Click here to read the full letter...
Continue ReadingThese two companies are on track to benefit from the adoption of AI in big industries...
Continue ReadingLooking for stock market analysis and research with proves results? Zacks.com offers in-depth financial research with over 30years of proven results...
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Management's annual shareholder letter detailed Amazon's expected path to growth...
Continue ReadingMicrosoft's free cash flow is underwhelming, and its stock costs too much...
Continue ReadingThese companies are crushing it in AI, but one is trading at a much better value...
Continue ReadingBut Dimon did agree with Gates on the wider point that "technology changes everything"—even if that hadn't meant banks becoming redundant...
Continue ReadingShares in SoundHound AI went parabolic earlier this year after an artificial intelligence (AI) leader invested in the company...
Continue ReadingThe Strategy outperformed due to a combination of active management of our mega cap exposure as well as strong stock selection across industrials and similar early-cycle companies...
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