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The 2nd-worst start to the year in market history has generated the worst investor sentiment in 30 years. Hedge Funds have been selling stocks in the tens of billions of dollars, while Warren Buffett bought $41 billion of net stock in Q1. This week I executed on my correction plan...
Autodesk is a leading company for 3D design, engineering, and entertainment software. Structural tailwinds for ADSK such as accelerating digitalization, ESG, and virtual reality likely support a multi-year growth outlook of 15-20% CAGR. Although the stock is down 31.5% YTD, ADSK s...
Matterport has enormous scale and technological advantages. The main challenge for Matterport remains effectively monetizing its business and turning it into stable and growing recurring revenues. If it can accomplish that feat while retaining its competitive standing, MTTR could ...
Polen Capital is a high-conviction growth investment manager. We scour the globe in search of the highest quality, sustainable companies to invest in. During the first quarter of 2022, the Polen Focus Growth Composite Portfolio returned -13.39% and -13.56%, gross and net of fees, resp...
BofA strategists have names for investors looking to put cash back to work after the 2022 selloff. The equity strategy teams highlighted two Buy the Dip screens this week. Beaten-down tech "Tech and Growth stocks have been the biggest laggards YTD amid a hawkish Fed," strategist Savita Subram...
Are These The Best Metaverse Stocks To Buy Right Now? Metaverse stocks have been underperforming in the stock market thus far this year. Thus, investors may be questioning if this is an opportunity to buy the dips. Before diving deeper, let us have a basic understanding of what ...
Fisher's 13F portfolio value decreased from ~$179B to ~$165B in Q1 2022. Nvidia, Intuit, Broadcom, Verizon, Uber, AMD, & Meta Platforms were increased while reducing Intel, Walmart, Walt Disney, Cisco, UnitedHealth, Starbucks & Visa this quarter. The top three positions ar...
The metaverse continues to be a hot topic among the media and investors, but it's hard to define what exactly the metaverse is and who is leading the market. What I think we know is that the metaverse will involve the embodiment of people in 3D, rather than a 2D video, and will involve ...
William von Mueffling's 13F portfolio value decreased this quarter from $15.14B to $14.01B. Cantillon increased IQVIA Holdings, BlackRock, and Armstrong World Industries during the quarter. The portfolio continues to be very concentrated with the top five positions accounting for ...
Most people have made costly investing mistakes, including my father who lost 1/3 of his 401(k) to recklessly overweighting Alibaba. Fortunately, the world's best blue-chips can still help you recover and retire in comfort and dignity, and potentially even in safety and splendor. ...
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