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AMZN

Progyny: The Growth Story Remains Intact

Progyny, Inc., a strong player in the fertility benefits market, is undervalued with solid growth potential, making it a good opportunity. Read more here...

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AMZN MSFT

Amazon: Don’t Let This Buying Opportunity Go To Waste

Discover why now is the perfect time to invest in Amazon.com, Inc. as it continues to outperform its competitors and the market. Click for my AMZN update...

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AAPL AMZN GOOGL MSFT TSLA

ClearBridge Large Cap Growth Fund Q4 2024 Commentary

Fund carefully manages its mega-cap exposure to promote diversification, control risk and promote long-term consistency, making it difficult to keep pace when the index is up 30%...

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AAPL AMZN GOOGL MSFT TSLA

Franklin Global Equity Fund Q4 2024 Commentary

The fund outperformed the benchmark for the last quarter of 2024 primarily due to strong stock selection results, with selection in the United States notably positive. Read more here...

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AAPL AMZN GOOGL MSFT

Meta: One Of The Least Attractive Stocks In The Big Tech Space

Meta's valuation is less attractive relative to peers, which offer more growth opportunities and lower risks. Click here to find out why I am neutral on META...

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Franklin DynaTech Fund Q4 2024 Commentary

As a result of stock selection and allocation decisions, the fund underperformed its benchmark as seven out of 11 equity sectors detracted. Read more here...

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AAPL AMZN MSFT TSLA

TQQQ: Risks Have Gotten Extreme (Rating Downgrade)

The ProShares UltraPro QQQ ETF's underlying portfolio is trading at a nosebleed valuation, while the fund itself is levered to an extreme degree. Read more here...

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AMZN

The Ithaka Group Q4 2024 Commentary

During the fourth quarter Ithaka’s portfolio performance bested the R1000G by 133bps, 8.4% to 7.1% (gross of fees), in a relatively narrow market. Read more here...

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AAPL AMZN GOOGL

GreensKeeper Value Fund Q4 2024 Letter

The GreensKeeper Value Fund finished the year 2024 +23.6% net of fees and expenses. Click here to read the full fund letter...

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AMZN

Patient Capital Management Q4 2024 Investment Review

During the fourth quarter of 2024, the Patient Opportunity Equity Strategy generated a total return of 8.2% net of fees. Read more here...

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