Tag GOOGL
The GreensKeeper Value Fund finished the year 2024 +23.6% net of fees and expenses. Click here to read the full fund letter...
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Patient Capital Management's Opportunity Equity Strategy surpassed the market to end up 26.5%, 150bps ahead of the S&P 500âs 25.0%. Click here to read the full fund letter...
Continue ReadingThe ICR Conference from January starting today has already led to a flood of holiday sales and guidance updates...
Continue ReadingMarvell Technology is seeing strong AI growth, despite potential challenges. Find out why MRVL stock offers potential upside and a good buy on dips...
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Tesla benefits from strong FSD data, but NVIDIAâs Cosmos Model challenges its lead. Learn why TSLA stock may face tougher competition in AI and robotics...
Continue ReadingThe Heartland Value Fund outperformed its benchmark for Q4 2024 and also the past 1, 3 and 5 years. Click here to read the full commentary...
Continue ReadingWe closed the year with a respectable overall performance, even as the market cooled in December. Read more here...
Continue ReadingApple's decision to sidestep the AI arms race is a winning move. See why I think AAPL stock may be the safest investment among the magnificent seven...
Continue ReadingAlphabet's AI advancements, including a 90% reduction in machine costs, position it as a leading player in AI-driven search transformation...
Continue ReadingLVMH and ASML are down but have strong recovery potential in 2025. See why these high-quality stocks remain attractive despite temporary setbacks...
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