The BNY Mellon Appreciation Fund underperformed the S&P 500 Index in the fourth quarter of 2024.Click here to read the full commentary...
Continue ReadingThe Diamond Hill Long-Short Strategy portfolio trailed the Russell 1000 Index and the blended benchmark. Click here to read the full commentary...
Continue ReadingRumble's valuation faces scrutiny amid cash burn, competition, and unclear profitability. Click here to read an analysis of RUM stock now...
Continue ReadingAlphabet remains a dominant tech giant, expanding beyond search into AI, cloud, and emerging technologies. See why I rate GOOG stock a hold...
Continue ReadingIn February, U.S. equity markets navigated a turbulent month, marked by a noticeable shift in investor risk appetite that gained momentum starting around mid-month...
Continue ReadingTSMC is solidifying its market dominance with advanced tech, thriving amid hyperscaler spending boosts and trade hurdles. See more on TSM stock here...
Continue ReadingDiscover how Waymo, Alphabet's self-driving subsidiary, is revolutionizing autonomous ride-hailing with unmatched tech leadership and innovative revenue potential...
Continue ReadingDespite risks in Google Search, Alphabet's other segments like YouTube, Cloud, and Pixel devices show strong growth and potential. Learn more on GOOG stock here...
Continue ReadingAmazon's stock is down 10% YTD, but attractive P/E ratios and strong fundamentals make it a Buy. Learn more about AMZN stock here...
Continue ReadingThe fund outperformed its benchmark and peers for the final quarter and full year 2024, driven by positive stock selection...
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