There were no Berkshire Buybacks, suggesting that Buffett feels that BRK.A is too pricey for the current market risk and its valuation. Read more here...
Continue ReadingBerkshire Hathaway, a solid firm that is making interesting moves, is still worth considering despite disappointing investors. Explore more details here...
Continue ReadingApple's services segment has grown significantly, increasing to $25 billion per quarter, highlighting its importance. Read more on AAPL stock here...
Continue ReadingIn the third quarter, Maran Partners Fund returned +1.0%, net, which brings the year- to-date return to +9.0%, net. Click here to read the full fund letter...
Continue ReadingQ3 S&P 500 EPS growth expected to come in at 5.1%, the fifth consecutive quarter of growth...
Continue ReadingMy hypothesis is these model portfolios will deliver alpha over SPY and SCHD in the long term. Click here for a detailed analysis...
Continue ReadingThe iPhone maker’s shares are up 35% since mid-April, even though Warren Buffett’s Berkshire Hathaway has been trimming its stake...
Continue ReadingApple's iOS 18.1 adoption rate doubles iOS 17.1 as new Apple Intelligence features drive strong user interest...
Continue ReadingBofA Securities analyst Wamsi Mohan maintained a Buy rating on Apple Inc (NASDAQ:AAPL) with a price target of $256. The rerating reflects the expected strong iPhone upgrade cycle in fiscal 2025 and 2026, driven by the need for the latest hardware to enable Gen AI features, higher growth in Services revenue, higher margins from more internally developed silicon, continuing capital returns, and AI features that can drive higher institutional ownership. The price target is based on approximately 30...
Continue ReadingNvidia Again Overtakes Apple as World's Most Valuable Company, Bolstered by Inclusion in Dow Jones Industrial Average...
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