We were able to purchase Amazon shares at prices last seen in 2021-3 years ago. How is this possible if the "Mag7" has been so dominant? Find out...
Continue ReadingFor the year 2024, the Tsai Capital Growth Equity Strategy gained 23.0% after fees, and 24.5% before fees. Click here to read the full letter...
Continue ReadingAs we move through 2025, staying informed and adaptable will be key to capitalizing on the opportunities this pivotal industry presents...
Continue ReadingAmazon's e-commerce dominance, bolstered by AI personalization, in my opinion, ensures continued top-line growth and stock outperformance against the S&P 500. Read more here...
Continue ReadingThe global race to build generative AI capabilities has intensified with the inauguration of US President Donald Trump, who made AI a top priority...
Continue ReadingUS equities delivered positive gains in the fourth quarter and finished the 12-month period up 25% for the second year in a row. Read more here...
Continue ReadingThe ClearBridge Large Cap Growth ESG Strategy underperformed its Russell 1000 Growth Index benchmark in the fourth quarter. Read more here...
Continue ReadingRead here for more on investment opportunities in AI infrastructure and energy sector with President Trump's 'Stargate' initiative and Vistra Corp's strong financials...
Continue ReadingOn the surface, 2024 appeared to be another banner year for equity markets, but beneath the hood, the story was categorically different. Click here to read more...
Continue ReadingYieldMax AMZN Option Income Strategy ETF delivers +20% returns through dividends, but caution is advised with stretched tech market conditions. See more here...
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