I have classified a few of the most important investments in our portfolio into Defense, Core, and Offense. Check out the investments in each group...
Continue Reading(Bloomberg) -- Huawei Technologies Co. took the top spot in China’s smartphone market for the first time in more than four years, a comeback fueled by new designs and software that appealed to users in a slowing market.Most Read from BloombergThe Dutch Intersection Is Coming to Save Your LifeAdvocates Fear US Agents Are Using ‘Wellness Checks’ on Children as a Prelude to ArrestsLA Homelessness Drops for Second YearManhattan, Chicago Murder Rates Drop in 2025, Officials SayThe hardware giant held...
Continue ReadingAlphabet Inc. (NASDAQ:GOOGL) is one of the stocks in Jim Cramer’s spotlight. During the episode, Cramer discussed his thought process behind the sale of the company stock for his Charitable Trust, as he remarked: “What do you do when you sold a stock that, in retrospect, you think you should have held on to? That’s […]...
Continue ReadingSee more on Alphabet's Q2'25 earnings preview with forecasts of $93.75B revenue, key growth drivers like AI & Cloud, and why GOOG is rated HOLD at $185/share...
Continue ReadingAlphabet is regaining AI leadership with Gemini 2.5 Pro, Waymoâs growth, and attractive valuation. Click here to find out why GOOG is a Buy...
Continue ReadingA mixed retail inflation report indicated that tariffs are starting to have upward pressure on prices...
Continue ReadingThe Global Equity composite rose 10.3% gross of fees in the second quarter, lagging the 11.7% gain in the MSCI ACWI Index...
Continue ReadingThe sole common denominator between the portfolios of Buffett, Ackman, and Tepper is a well-known stock. Ackman thinks it has "one of the greatest businesses in the world." It makes sense that some investors like to closely follow which stocks billionaires own...
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