Short term turbulence masks long term opportunity. How our framework guides stock selection and supports patient, compound returns.
2dOpinion
It's BDC Shopping Time
BDCs trade at 20% NAV discounts with AI-driven credit fears in SaaS rising and non-accruals staying low. Check out ...
The Register on MSN
Rise of AI means companies could pass on SaaS
The writing is on the wall as AI companies race to add vertical functionality Software stocks have taken a beating over the ...
Futurism on MSN
Anthropic Just Sent Shockwaves Through the Entire Stock Market by Releasing a New AI Tool
A minor update with major consequences. The post Anthropic Just Sent Shockwaves Through the Entire Stock Market by Releasing ...
Dividend stocks outperformed AI and tech since Nov. 2025. My current buy list favors REITs and cash ETFs amid a risk-off ...
Insight Enterprises, Inc. (NASDAQ:NSIT) Q4 2025 Earnings Call Transcript February 5, 2026 Insight Enterprises, Inc. beats ...
These up-and-coming venture capitalists are backing the next generation of startups as the VC industry resets after years of ...
Generally speaking, investors will place a premium on a company relative to its cohorts if it is growing at a faster, more ...
A massive market snapback on Friday couldn't erase all of the week's damage. After several days of selling, the tech sector roared back, with the Nasdaq gaining over 2% on Friday. Chipmakers Nvidia ...
Michelle Miller at AlixPartners discusses AI's pressure on software stocks, urging companies to adapt to major industry changes.
This investment round follows a series of major milestones for the company. In June 2025, GrubMarket made its largest ...
Continued investment in agentic AI capabilities and expanded data protection across multi-SaaS, IaaS and PaaS demonstrates ...
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