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GOOGL

Google: Will DeepSeek Threaten DeepMind? Wait And See

Google's DeepMind leads the market with Gemini, TPU chips, and cloud growth, making its valuations compelling compared to its peers. Click for our GOOG update...

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Tsai Capital 2024 Investor Letter

For the year 2024, the Tsai Capital Growth Equity Strategy gained 23.0% after fees, and 24.5% before fees. Click here to read the full letter...

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AMZN GOOGL

2025 Semiconductor Outlook: Investor Roadmap

As we move through 2025, staying informed and adaptable will be key to capitalizing on the opportunities this pivotal industry presents...

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ClearBridge Appreciation Fund Q4 2024 Commentary

US equities delivered positive gains in the fourth quarter and finished the 12-month period up 25% for the second year in a row. Read more here...

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ClearBridge Large Cap Growth ESG Strategy Q4 2024 Commentary

The ClearBridge Large Cap Growth ESG Strategy underperformed its Russell 1000 Growth Index benchmark in the fourth quarter. Read more here...

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Franklin Global Allocation Fund Q4 2024 Commentary

Global equities collectively rose in local-currency terms in Q4 2024, but US dollar’s strength against most currencies contributed to a slight decline in global equities collectively...

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NIE: Quarterly Update On An Excellent Equity And Convertible Fund

The Virtus Equity & Convertible Income Fund is attracting income-focused investors with its high yield and strong performance. Learn more on NIE CEF here...

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Third Avenue Value Fund Q4 2024 Commentary

Third Avenue Value Fund returned -9.59% in Q4 2024, as compared to the MSCI World Index 1, which returned -0.07%, and the MSCI World Value Index 2, which returned -4.06%...

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Seeking Perspective On DeepSeek

A Chinese AI start-up claimed its large-language model needs far less computing power than established models. Read more here...

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DeepSeek Adds Another Risk Supporting Our Nvidia Thesis

Nvidia's stock underperforms due to a $6M open-source threat. Learn why NVDA stock faces risks from high valuation and rising competition in AI technology...

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