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Microsoft Corporation surpassed my previous expectations by increasing by 16.84%. Second DCF model yields undervaluation by 14.1%. Find out why MSFT stock is a Buy...
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Several successful companies have announced layoffs. Learn more about the layoffs and read why excessive job reductions could impact overall job growth...
Continue ReadingExpedia's internal VRBO product could one day rival ABNB given the parent's massive traffic network and ad budget. Learn why EXPE stock is a Buy...
Continue ReadingAmazon returned North American margins nearly back to pre-pandemic highs and greatly reduced the International loss. Find out why AMZN stock is a buy...
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A major advantage of MercadoLibre is the huge impoverished Latin American population with space for enormous growth. Read why MELI stock is a Strong Buy...
Continue ReadingAlphabet stock looks dirt cheap, compared to its big tech cohorts...
Continue ReadingThe ClearBridge Large Cap Growth ESG Strategy outperformed its benchmark in Q4 2023. Click here to read the full fund letter...
Continue ReadingThe ClearBridge Select Strategy outperformed its Russell 3000 Index benchmark during Q4 2023. Click here to read the full fund letter...
Continue ReadingFor the year ending 12/31/23, Tsai Capital Growth Equity Strategy gained 56.81%, gross of fees, and 55.07%, net of fees. Click here to read the full fund letter...
Continue ReadingBarron’s Andy Serwer notes in a commentary that Wall Street titans Bill Ackman and Marc Rowan have played an unusually prominent role in ousting the presidents of Harvard and Penn...
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