Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” first-quarter 2023 investor letter. A copy of the same can be downloaded here. The fund returned 14.06% net ...
GoodHaven Capital Management, a concentrated portfolio investment management firm, published its fourth quarter 2020 investor letter – a copy of which can be downloaded here. A return of 7.93% was ...
Alphabet GOOGL.O said on Tuesday it will spend $75 billion on its AI buildout this year, 29% more than Wall Street expected, and investors signaled disappointment at a missed cloud revenue target and ...
There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want to see two things; firstly, a growing return on capital employed (ROCE) and ...
3G Capital took a new position in Alphabet (GOOG) (GOOGL), Microsoft (MSFT), Broadcom (AVGO), trimmed its position in Goosehead Insurance (GSHD) and Coupang (CPNG), while exiting monday.com (MNDY) ...
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