Finance ❯ Investment Strategies

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Portfolio Management Stock Selection Market Analysis Stock Picks Investor Letters Stock Recommendations Stock Analysis Market Positioning Michael Burry Market Predictions

Platinum’s Brands Fund Posts Small Q2 Gain but Trails After AI-Led Market

The manager says strong company profits, buybacks and early signs of job growth could help consumer stocks recover.

AST SpaceMobile Advances BlueBird Fleet While Commercial Service Remains Unproven

Grow Funds Says Small‑Cap Long/Short Strategy Outperformed in Q1

TCW Growth Fund Falls 11.75% in Q1, Adds McKesson and Palantir

Citadel’s Ken Griffin Says Agentic AI Now Does PhD-Level Finance Work in Days

Microsoft’s AI Bet Fuels Growth as $190 Billion Buildout Tests Investors

Reddit Touts AI Data Power as Blowout Quarter Lifts Outlook

Braze Posts Faster Growth, $100 Million Buyback as AI Tools Go Live

SHIB Exchange Reserves Climb as Taurox Presale Accelerates, TREAT Governance Token Launches

Emerald Wealth Partners' Q4 Letter Details Revvity Exit and Alphabet-Driven Gains

Hims & Hers Soars as Novo Nordisk Reinstates Supply Deal for Ozempic and Wegovy

Carillon Mid Cap Growth Fund Q4 Letter Details Style Split and 2026 Positioning

Elliott Invests $1 Billion in Pinterest to Fund Accelerated Buyback

Carillon Fund Letter Flags 2026 Upside, Spotlighting AstraZeneca Gains and Home Depot Deal Tailwinds

Giverny Capital’s Q4 Letter Cites AI-Driven Lag, Details Exits of Fiserv, Align and CarMax

CrowdStrike to Buy Seraphic Security to Bring In‑Session Browser Protections to Falcon

Bristlemoon Details Q4 Results, Alphabet Gains and New Adobe Bet in Investor Letter

Meridian’s Q3 Letter Highlights FIGR’s Marketplace Scale and J&J’s Pipeline Progress

Ray Dalio Says India Poised for Fastest Global Growth Over the Next Decade

Iris Energy Announces New AI Partnership, Plans Expanded GPU Deployments as Stock Volatility Persists