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Tag AMZN

AMZN MSFT

Amazon: Bull Case Is Stronger Than You May Think

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...

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Tracking Jeremy Grantham’s GMO Capital Portfolio – Q3 2024 Update

GMO’s 13F portfolio increased to $31.91B in Q3 2024. Click here to read more about the holdings and trades of GMO Capital Portfolio...

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ACSI: A Compelling Thesis Doesn’t Make A Good Investment

The American Customer Satisfaction ETF focuses on stocks with high customer satisfaction. Click here to read an analysis of ACSI ETF now...

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AMZN

Wall Street Lunch: CPI Up, But No Need For Alarms Just Yet

Retail inflation rose last month, but not enough to sound the sirens just yet...

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AMZN

Shopify Q3: Road To $137/Share, With Growing Market Share

Analyzing 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...

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Polen Focus Growth Portfolio Q3 2024 Commentary

Polen Focus Growth Composite Portfolio slightly outperformed the Russell 1000 Growth Index, with both delivering just over a 3% return. Read more here...

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AMZN GOOGL MSFT

Polen Global Growth Q3 2024 Commentary

Polen 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...

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How I Would Invest $10,000 In Today’s Market

You 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...

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AMZN MSFT

Weitz Partners III Opportunity Fund Q3 2024 Commentary

A 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...

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AMZN

Weitz Large Cap Equity Fund Q3 2024 Commentary

The 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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