Read here for a financial analysis of Avride in the robotaxi market, potential investors, and implications for Nebius Group's valuation...
Continue ReadingOracle stock took off as President Trump announced the Stargate AI infrastructure project. Read why I maintain my buy rating for ORCL stock...
Continue ReadingEU weighs bloc-wide EV subsidies amid weak demand. Nuclear stocks rally as SC utility to reboot project to meet AI demand. CNN laying off 'hundreds' of employees; NBC News cuts some jobs...
Continue ReadingTrump's first day saw a barrage of executive orders, 26 in total, that are a record for a President's first day. Click here for more insights...
Continue ReadingDiscover why the Consumer Discretionary sector is overvalued. We look at Vanguard Consumer Discretionary Index Fund ETF Shares (VCR) in particular...
Continue ReadingMeta Platforms investors celebrate another momentous year of outperforming the market. Click here to read an analysis of META stock now...
Continue ReadingThe Global Equity composite fell 0.86% gross of fees in the fourth quarter, in line with the 0.89% decline of the MSCI ACWI Index...
Continue ReadingBaron Focused Growth Fund advanced during the fourth quarter of 2024, outperforming its benchmark, the Russell 2500 Growth Index. Read more here...
Continue ReadingIn the fourth quarter of 2024, the Polen Focus Growth Portfolio returned 4.88% gross of fees, and 4.65% net of fees. Read more here...
Continue ReadingDiscover if Tesla, Inc.'s first-mover advantage still holds true in today's market using the Stackelberg model and evaluate its valuation. Click for my TSLA update...
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