I've developed a seven-step framework grounded in my client work and interviews with thought leaders and informed by current ...

Patient Capital Management, a value investing firm, released its “Patient Opportunity Equity Strategy” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. In Q4 2025, ...

Oracle (ORCL) shares fell more than 11% in after-hours trading, following the Q2 fiscal 2026 report, a sharp repricing that seemingly contradicts the main narrative of booming AI demand. While most ...

Fri, December 12, 2025 at 10:35 AM UTC Yesterday we were watching whether Broadcom could sustain its AI momentum and deliver guidance that justified its 75% rally this year. The company beat on both ...

AI leaders continue to report strong earnings growth, with profits rising faster than share prices, leading to multiple compression. Learn more here.