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Continue ReadingBaron Fifth Avenue Growth Fund was down 7.1% (Institutional Shares) during Q4. Click here to read the full fund letter...
Continue ReadingBaron Durable Advantage Fund gained 4.7% (Institutional Shares) in Q4 2022 vs. 7.6% gain for the S&P 500 Index. Click here to read the full fund letter...
Continue ReadingCanadian Prime Minister Justin Trudeau said on Friday it was a "terrible mistake" for Alphabet Inc's Google to block news content in reaction to a government bill that would compel the tech giant to pay publishers in Canada for news content. Google said this week it was testing blocking some Canadian users' access to news as a potential response to the Trudeau government's "Online News Act," which is expected to be passed into law. Trudeau, speaking to reporters in Toronto, said the blocking of news in Canada was an issue "bothering" him...
Continue ReadingFor Q4 2022, Giverny Capital Asset Managementâs model portfolio rose 8.49%, net of fees, vs. 7.56% for the SP500 Index. Click here to read the full fund letter...
Continue ReadingGrowth stock and sector leader in software stocks Dynatrace is near a buy zone after a strong breakout and impressive earnings...
Continue ReadingIn this article, we discuss 12 best AI stocks for 2023. If you want to see more stocks in this selection, check out 5 Best AI Stocks For 2023. According to Precedence Research, as of 2022, the global AI market was valued at approximately $119.78 billion, and it is projected to reach $1,597.1 billion by […]...
Continue ReadingMore than 110,000 global technology-sector employees have been laid off since the start of 2023, according to data compiled by the website Layoffs.fyi. The website’s tally of 2023 global tech layoffs has more than quadrupled since mid-January...
Continue ReadingNo one, human or otherwise, is safe from cost-cutting...
Continue ReadingNvidia's Q4 2023 earnings report beat estimates. Click here to read why we continue to be bullish on NVDA stock post earnings results...
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