Alphabet (GOOGL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations...
Continue ReadingAlphabet competitive position within the artificial-intelligence search-engine space has concerned some on Wall Street, but others are still mostly optimistic going into the company’s earnings next week. Alphabet the parent of Google and YouTube, is scheduled to report second-quarter earnings after the market closes on July 23. The data are highly anticipated: Several analysts have recently been open about their concerns on Google’s standing as the leader of search amid increasing generative-AI competition...
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Continue ReadingWhile there’s no shortage of startups aiming to replace Google with AI-powered search (we’re looking at you, Perplexity), a startup called Exa has a different idea: a Google for AI. Humans aren't the ones who desperately need a new kind of search engine, Exa’s founders believe. Rather, as AI increasingly takes hold in corporate and consumer life, it is the AI platforms themselves that must regularly venture out onto the internet to search for information and return bona fide answers, not halluci...
Continue ReadingVulcan Value Partners' Q2 2024 results were mixed as it experienced stock price volatility with several companies in the portfolios. Click here to read more...
Continue ReadingMar Vistaâs Global strategy returned +2.04% net-of-fees in the second quarter of 2024. Read more here...
Continue ReadingMar Vistaâs Focus strategy returned +3.74% net-of-fees in the second quarter of 2024. Read more here...
Continue ReadingMar Vistaâs Strategic Growth strategy returned +2.36% net-of-fees in the second quarter of 2024. Read more here...
Continue ReadingMerion Road's long only portfolio returned +1.5% while the Small Cap Fund generated +0.6% return in Q2 2024. Click here to read the full letter...
Continue ReadingThe market expected quick interest rate cuts in late 2023, leading to a significant drop in the U.S. 10-Year Treasury note yield and a 28.03% return for the BVP Nasdaq Emerging Cloud Index...
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