Tag AMZN
Bank Q2 earnings set to kick off with the bar set low as rates stay high. Hollywood actors go on strike. Judge denies FTC request to temporarily block Activision sale to Microsoft...
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Microsoft's growth in the next decade will be driven by the emergence of generative AI, with the company integrating AI-powered features into all its software and platforms...
Continue ReadingThe significant dividend growth is attributed to rapid rise in interest rates over past 12-18 months, with cash position now yielding nearly 5%. Read more here...
Continue ReadingIn 2015, I started publishing updates regarding my dividend growth portfolio, and I keep doing so every quarter. Read here for a summary of Q2 of 2023...
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Old West portfolios clearly underperformed the major indexes in the second quarter. Click here to read the full fund letter...
Continue ReadingIn this article, I will present you with the 10 largest positions of my personal investment portfolio. Read more here...
Continue ReadingPerformance continued its solid upswing in the second calendar quarter of 2023 on both absolute and relative terms. Click here to read the full fund letter...
Continue ReadingThis is an audio transcript of the Unhedged podcast episode: ‘The 2023 Unhedged stock draft’Ethan WuThey are sexy. They are salubrious. They are magnificent. They are these seven tech stocks propping up the S&P 500...
Continue ReadingLessons from Berkshire Hathaway's portfolio on holding stocks for decades...
Continue ReadingIn the quarter risk-taking, led by a frenzy in AI-related stocks, took over the equity market. Most of this yearâs gains have been driven by a handful of giant tech stocks...
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