Big Tech ETF trades down as Tesla, Apple post sharp losses...
Continue ReadingThe Merion Road Small Cap Fund similarly had a good quarter, up 5.5%, bringing our 2024 returns to 17.4%. Read more here...
Continue ReadingTPL and TSM were top performers, while CDW and UnitedHealth were notable detractors for both the quarter and the year. Click here to read more...
Continue ReadingGoogle Cloud and AI integration are already working wonders in other areas of Google's ecosystem. Click here to find out why I'm rating GOOGL a hold...
Continue ReadingLast year, we discussed our collective AI exposure; this year we would like to continue to share our evolving thoughts on AI. Click here to read more...
Continue ReadingAI optimizes existing knowledge but doesn't expedite drug approval or reduce costs compared to traditional methods. Explore more details here...
Continue ReadingWedgewood Partners recently released their Q4 2024 client letter. Click here to read more about their top contributors and detractors...
Continue ReadingGoogle's search traffic and ad revenue continue to grow steadily, showing no prominent signs of slowdown. Read why I rate GOOG stock a Strong Buy now...
Continue ReadingThe Fund returned -0.20% versus -1.24% for the Lipper Balanced Fund Index for the quarter, and 9.56% since inception versus 6.97% for the index over the same period. Read more here...
Continue ReadingPinterest's focus on personalized marketing and AI-driven ad automation tools is boosting advertiser trust. Read why I'm calling buy on PINS stock...
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