Amazon's AWS is making strides in the AI race, leveraging open-source models and data advantage to catch up to Microsoft and Google. Read more on AMZN here...
Continue ReadingGMOâs 13F portfolio increased to $31.91B in Q3 2024. Click here to read more about the holdings and trades of GMO Capital Portfolio...
Continue ReadingThe American Customer Satisfaction ETF focuses on stocks with high customer satisfaction. Click here to read an analysis of ACSI ETF now...
Continue ReadingRetail inflation rose last month, but not enough to sound the sirens just yet...
Continue ReadingAnalyzing Shopify Inc.'s Q3 FY24 earnings, stock performance, growth levers, and risks to support a buy rating. Click for my updated look at recent SHOP results...
Continue ReadingPolen Focus Growth Composite Portfolio slightly outperformed the Russell 1000 Growth Index, with both delivering just over a 3% return. Read more here...
Continue ReadingPolen Global Growth Fund initiated a new position in Oracle and did not eliminate any positions. Volatility re-emerged in the third quarter. Read more here...
Continue ReadingYou can typically find attractively priced stocks if you search long and hard enough. Find out how I would invest $10,000 in today's market...
Continue ReadingA strong third quarter for the Partners III Opportunity Fund on an absolute and relative basis, with the Fund's Institutional Class returning +9.38% vs. +6.23% for the Russell 3000...
Continue ReadingThe Large Cap Equity Fund's Institutional Class posted strong absolute and relative results for the third quarter, returning +7.84% compared to +6.08% for the Russell 1000 Index...
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