During Q4, Baron Opportunity Fund dropped 4.54% (Institutional Shares), underperforming the Russell 3000 Growth Index. Click here to read the full fund letter...
Continue ReadingBaron Technology Fund was down 5.75% in Q4 2022 underperforming the MSCI ACWI Information Technology Index. Click here to read the full fund letter...
Continue ReadingLast year's tech sell-off led many of the world's most valuable companies to experience substantial stock declines as economic headwinds were followed by reduced consumer spending. Amazon (NASDAQ: AMZN) and Advanced Micro Devices (NASDAQ: AMD) stocks fell 49% and 55% throughout 2022, alongside revenue declines in their e-commerce and PC component businesses. Amazon shares have increased 14% and AMD's 17% year to date, with signs of the market recovering prompting an attractive time to invest in one of these tech giants...
Continue ReadingWill a new bull market begin soon? Maybe, but maybe not. But some enticing opportunities await investors regardless of what happens. Some stocks have prospects that are simply too attractive to ignore...
Continue ReadingESPN could become a differentiated stand-alone segment, building upon Bob Chapek's previous roadmap for a diversified streaming portfolio. Click here to read more...
Continue ReadingLooking for stock market analysis and research with proves results? Zacks.com offers in-depth financial research with over 30years of proven results...
Continue ReadingLooking for stock market analysis and research with proves results? Zacks.com offers in-depth financial research with over 30years of proven results...
Continue ReadingA major Ecuadorean Indigenous organization said on Friday it will not continue talks with the government of President Guillermo Lasso, saying the government has not complied with accords, and called for Lasso's resignation over alleged corruption...
Continue ReadingThe last time we covered ETG, the discussion was centered on the distribution cut. Now that the dust has settled, the fund's valuation moved further to a discount. Read more here...
Continue ReadingListen on the go! A daily podcast of Wall Street Breakfast will be available this morning on Seeking Alpha, iTunes, Stitcher and Spotify...
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