Tag AMZN
Patient Opportunity Equity strategy advanced 11.8% net of fees in the first quarter, beating the S&P 500âs 10.6% gain. Click here to read the full letter...
Continue ReadingManagement's annual shareholder letter detailed Amazon's expected path to growth...
Continue ReadingThese companies are crushing it in AI, but one is trading at a much better value...
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The Strategy outperformed due to a combination of active management of our mega cap exposure as well as strong stock selection across industrials and similar early-cycle companies...
Continue ReadingEnsemble Fund's quarterly letter reviews the fundâs first quarter 2024 performance and highlight a couple portfolio companies. Click here to read more...
Continue ReadingDoes Amazon stock cost a lot? Yes. Could it cost even more soon? Also yes...
Continue ReadingWhile Nvidia is the odds-on favorite to win the AI revolution, not everyone is buying...
Continue ReadingAlthough technology and AI remain a dominant part of the market narrative, benchmark performance has broadened significantly in the current rally...
Continue ReadingThe Magnificent Seven led markets in 2023, but could there be a rotation in 2024? Click here for an earnings preview of the Magnificent 7...
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