The Value Fund's Institutional Class returned +6.05% for the first quarter compared to +7.46% for the Russell 1000...
Continue ReadingThe Partners III Opportunity Fund's Institutional Class returned +3.06% in the first quarter of 2023 compared to +7.18% for the Russell 3000...
Continue ReadingL1 Capital, an investment management firm, released its “L1 Capital International Fund” first quarter 2023 investor letter, a copy of the same can be downloaded here. In the first quarter, the L1 Capital International Fund returned 13.7% (net of fees) compared to its benchmark’s (MSCI World Net Total Return Index in AUD) 9.1% return for the […]...
Continue ReadingCameron Fen talks to James Foord about AI, large language models and commercial implications for big tech. Is Nvidia in a class of its own?...
Continue ReadingAdvertising industry figures are demanding significant refunds from YouTube following new research that suggests millions of adverts on the video platform are hidden away from users in ways that breach the Google-owned group’s policies. Adalytics, a digital ads analysis group, has conducted research into YouTube’s “TrueView” system, through which the platform’s more than 2bn users can skip watching an advert after five seconds. This appears to be a way to avoid viewers noticing the videos altogether so ads are not skipped, but the strategy violates Google’s terms...
Continue ReadingThe increasing demand for AI is expected to create growth opportunities for companies in the semiconductor value chain, hyperscale cloud providers, and software companies...
Continue ReadingWe value the power that charts wield for data analysis and interpretation. Check out the four charts that are important for investors today...
Continue ReadingAlphabet reported still solid quarterly results, but growth rates slowed down. Click here to read my analysis of GOOG stock and why it's a hold...
Continue ReadingAnalysts downgrades shares of Tesla and Google-parent Alphabet earlier this week as the tech rally slowed. Yahoo Finance's Jared Blikre compares the stocks' performances with the revised price targets from analysts...
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