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Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The first half of 2025 concluded on a remarkable note, with U.S. stocks bouncing back from earlier volatility to reach new record highs. The S&P […]...
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The Master Account, in which I am personally invested alongside SMA clients, returned 12.4% net in Q2 2025, compared to 10.9% for the S&P 500...
Continue ReadingAmazon is benefiting from growth in AI cloud services and advertising. The company has $66 billion in cash to use toward future growth. Amazon's stock valuation is at its lowest level in years, making its shares a good value...
Continue ReadingAlphabet's undervaluation, stellar financials, and AI leadership drive strong growth potential. Read more on GOOGL's Strong Buy rating and also about the optimism and risks...
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Tesla Inc. is aiming to bring its driverless taxis to California and Arizona as the carmaker plots an expansion on the heels of last month's limited rollout in Austin. CEO Elon Musk has been under pressure to focus more on the automaker and less on politics. Matthew Bloxham of Bloomberg Intelligence has more...
Continue ReadingMeta has enjoyed its time in the spotlight. Does the mega-cap tech stock have any star power left?...
Continue ReadingAmazon's advertising, cloud computing, and AI businesses provide it with attractive prospects ahead. Shopify should benefit from the expanding e-commerce market thanks to the valuable services it offers. In my view, that description applies to Amazon (NASDAQ: AMZN) and Shopify (NASDAQ: SHOP), two e-commerce leaders...
Continue ReadingA deep dive into Alphabet's legal landscape, prospects and how a long-term oriented investor can hedge short-term price swings...
Continue ReadingVisa, Disney, Microsoft, Coca-Cola, and IBM show strong earnings momentum heading into the second half of 2025...
Continue ReadingThe partnership will enhance cybersecurity with solutions in SOC modernisation, data security, migration, and identity management...
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