Palantir's Q2 2022 was a mixed bag, but my views on the company are changing. See why I remain cautiously optimistic on PLTR stock...
Continue ReadingWe highlight a provision of the Inflation Reduction Act that has not received much attention as of yet. See how the 1% tax on stock buyback affects companies...
Continue ReadingShopify chose to delay its profitability in pursuit of aggressive market penetration. Read why we rate SHOP stock as a Hold for now...
Continue ReadingThe FAANG stocks are still the best businesses in the world, and they invest heavily in R&D. See why I feel that the FAANG stocks are arguably still cheap...
Continue ReadingListen on the go! A daily podcast of Wall Street Breakfast will be available this morning on Seeking Alpha, iTunes, Stitcher and Spotify...
Continue ReadingBaron Opportunity Fund dropped 26.96% (Institutional Shares) for Q2 2022. Click here to read the full fund letter...
Continue ReadingAmazon steps up its acquisition machine with two large deals, 1Life and iRobot, announced in the span of two weeks. See why I'm investing in ONEM stock...
Continue ReadingHere is a brief guide to help you better understand what is market cap in stocks...
Continue ReadingShares of Baron Global Advantage Fund declined 32.3% (Institutional Shares) during the second quarter 2022. Click here to read the full fund letter...
Continue ReadingIn this article, we discuss the 10 semiconductor stocks that US politicians are buying. If you want to read about some more semiconductor stocks that US politicians are buying, go directly to US Politicians are Buying These 5 Semiconductor Stocks. The global semiconductor industry has been one of the biggest winners of the rising inflation […]...
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