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Tag TSLA

GOOGL TSLA

Nebius Group: My Updates On Avride Valuation

Read here for a financial analysis of Avride in the robotaxi market, potential investors, and implications for Nebius Group's valuation...

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Oracle: Time To Bet Big On $500 Billion Stargate Stardom

Oracle stock took off as President Trump announced the Stargate AI infrastructure project. Read why I maintain my buy rating for ORCL stock...

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TSLA

Wall Street Breakfast Podcast: EU Weighs EV Subsidies Amid Struggles

EU 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...

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Trump’s First Day: Executive Order Stock Ideas

Trump'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...

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AMZN TSLA

VCR: Consumer Discretionary Sector Dashboard For January

Discover why the Consumer Discretionary sector is overvalued. We look at Vanguard Consumer Discretionary Index Fund ETF Shares (VCR) in particular...

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AAPL GOOGL TSLA

Meta: Why I’ll Buy Aggressively On Any Pullback

Meta Platforms investors celebrate another momentous year of outperforming the market. Click here to read an analysis of META stock now...

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Harding Loevner Global Equity Q4 2024 Report

The 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...

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TSLA

Baron Focused Growth Fund Q4 2024 Shareholder Letter

Baron Focused Growth Fund advanced during the fourth quarter of 2024, outperforming its benchmark, the Russell 2500 Growth Index. Read more here...

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AMZN TSLA

Polen Focus Growth Portfolio Q4 2024 Commentary

In 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...

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TSLA

Assessing Tesla Through The Basics Of Game Theory

Discover 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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