There was a lot more to think about in 2024 than the simple math of revenue and profit growth. Click here for more on GOOGL/GOOG stock...
Continue ReadingIn 2024, the Summers Value Fund LP (âthe Fundâ) delivered a net1 return of 27.4%. Click here to read the full letter...
Continue ReadingA Dividend and Dynamite approach pairs ultraâyielding blue chips with topâtier growth stocks. Click here to read more about ten blue-chip bargains...
Continue ReadingDespite potential in robotaxis and AI, Tesla's Q4 financials showed significant misses. Click here to read what justifies TSLA stock a Sell...
Continue ReadingMy research colleague, John Bleday, and I have spent a lot of our time looking for great companies. How has the translated into new investments? Find out...
Continue ReadingGiverny Capital Asset Management enjoyed market-beating returns in 2024 from an eclectic group of companies. Click here to read the full letter. businesses...
Continue ReadingThe DeepSeek trigger likely busted the GenAI bubble, as it is likely to cause misses in the earnings and guidance estimates for related stocks. Read my analysis...
Continue ReadingMaximize your dividend portfolio potential with strategic allocations for 2025...
Continue ReadingDeepSeek's disruptive AI tech benefits Palantir, positioning them as a leader in high-security AI integration. Click here to find out why PLTR is a Strong Buy...
Continue ReadingAlphabet's stock shows strong growth potential with gains in Search, AI, and Cloud, outperforming benchmarks and offering upside potential. Learn more on GOOG stock here...
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