Nuclear energy stocks are surging due to groundbreaking deals with major tech firms, signaling a significant comeback for the ...
The analysis of the global equity market over the last 16 years shows the profound legacy of the global financial crisis, ...
The portfolio’s return was 8.07% (net) vs. the MSCI World Index that returned 6.36% for the same period. Click here to read ...
Lithium Americas Argentina is significantly undervalued, with potential valuations of $1.9 billion to $2.3 billion based on ...
We believe the biggest stumbling block to an El Salvador IMF deal is the country’s use of bitcoin as legal tender. Read more ...
Despite the recent bull run, Meta’s stock is trading at a modest 20x its EPS estimate for the fiscal year ending 2026. See ...
Vimeo's enterprise video segment is growing rapidly, expected to reach a $100 million annualized run rate. Read why I'm ...
ASML's share price dropped 22%, presenting a buying opportunity due to its essential role in advancing technology. Read why I ...
Oklo's ambitious timeline for its first nuclear site by 2027 looks unrealistic, due to regulatory concerns. Read why I think ...
The portfolio’s return was 8.96% (net) vs. MSCI World ex USA Index that returned 7.76% for the same period. Click here to ...
Ferrari's moat and wealthy customer base make it especially resilient, even over the long term. See why I rate RACE stock as ...
Longleaf Partners International Fund returned 11.20% in Q3 2024, outperforming the FTSE Developed ex-North America Index.