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Investment Thesis While I used to think of streaming services as a commodity, I’ve become increasingly confident about Spotify’s (NYSE:SPOT) future. Spotify’s preeminence as...
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This article was written by Follow Equity strategist + Co-PM Global Equities [Bernard Holdings]. Objective view on the directional bias of markets. Technical expertise...
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This article was written by Follow I am a value focused investor. Stocks rise and fall for many different reasons that we often cannot...
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This article was written by Follow My analysis is focused on high-quality companies, that can outperform the market over the long-run due to a...
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The U.S. economy will enter into a “modest recession” in the back half of 2023, Fannie Mae FNMA forecasts. “We maintain our view that...
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Picture this: an open room, sunlight pouring through the windows, a place for every object and every object in its place. Serene, isn’t it?...
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Thesis I think Nike’s (NYSE:NKE) falling share price is an excellent buying opportunity because the problems appear to be temporary and the business is...
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If you plan to barbecue this weekend, here’s some good news: You’ll get slightly more beef for your buck. However, unless you want to...
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Performance We had a good start to the year. Baron Durable Advantage Fund® (the Fund) gained 16.0% (Institutional Shares) during the first quarter, which...
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Generation Z is getting smarter about their money, with some starting to invest even before they turn 18, according to a new report. The...
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Gen Z Is Ditching Credit Cards for Cash Stuffing in ’90s Throwback Gen Z is bringing cash back. A staggering 69% of Gen Z...
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I have discussed for the past two years the factors behind the broad decline in biopharmaceutical stocks in 2021, and the bottom that I...
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Canadian Imperial Bank of Commerce (NYSE:CM) Q2 2023 Earnings Conference Call May 25, 2023 7:30 PM ET Company Participants Geoff Weiss – Senior Vice...
