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Fisher’s 13F portfolio value increased from ~$159B to ~$161B in Q3 2021. Advanced Micro Devices, Facebook, and Lam Research were increased while reducing Visa this quarter. The top three positions are Apple, Microsoft, and Amazon. They add up to ~14% of the portfolio. ...
Polen Capital is a global independently-owned growth equity boutique, led by an experienced team of investment professionals who are committed to preserving and growing the assets of our clients through a prudent and disciplined long-term investment approach. During the third quarter ...
The following slide deck was published by ASML Holding N.V. in conjunction with their 2021 Q3 earnings call. For further details see: ASML Holding N.V. 2021 Q3 - Results - Earnings Call Presentation
NZS Capital, an investment company focused on innovative businesses that work toward maximizing non-zero-sum outcomes for their investors, customers, employees, society, and the global environment. The NZS Capital Growth Equity strategy had a gross return of 0.71% in the third quarter...
Last week, I introduced the powerful Landslide Portfolio. This week covers the companies with a lower expected return but that also offers plenty of momentum for long-term potential, much like how glaciers carve the landscape. I think many of you may be surprised with the results,...
Harding Loevner is an investment manager that invests primarily in publicly traded global equities. We were founded in 1989 by former managers for the Rockefeller family. Harding Loevner is a Delaware limited partnership. We operate independently of Affiliated Managers Group. The Glob...
ASML has benefited greatly from an increased emphasis on digitization among developed nations. The recent repurchase creates an asymmetric risk-reward opportunity. The valuation is quite high but the company's impressive growth prospects justify the premium. For further deta...
As a result of cyclical, structural, and geopolitical forces, semi fab equipment capex will be elevated in the next few years, boding well for ASML’s lithography system sales. EUV adoption is set to rise across foundry and DRAM players while DUV sales will be structurally highe...
BST recently completed its rights offering and I added the position back to my portfolio. The portfolio has been shifting a bit in the market capitalization, adding in additional small-cap exposure. BST is worth a buy today. For further details see: BST: Worth A Buy For ...
Lam Research is a semiconductor company that plays a support role in a number of high value markets. The stock has benefited from the chip shortage that has ignited interest in semiconductor stocks. The stock has relatively high exposure to China which comes with risks as they wor...
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ASML reports €6.2 billion total net sales and €1.6 billion net income in Q2 2024 ASML continues to expect 2024 total net sales to be similar to 2023, supported by a strong second half year VELDHOVEN, the Netherlands, July 17, 2024 – Today, ASML Holding N...
ASML discloses 2024 AGM results Veldhoven, the Netherlands, April 24, 2024 – ASML Holding N.V. (ASML) today announces the results of its Annual General Meeting (AGM) held on April 24, 2024. The 2024 AGM marks the end of the terms of Peter Wennink and Martin van den Brink as Presi...
ASML reports €5.3 billion total net sales and €1.2 billion net income in Q1 2024 2024 outlook unchanged VELDHOVEN, the Netherlands, April 17, 2024 – Today, ASML Holding NV (ASML) has published its 2024 first-quarter results. Q1 total net sales of &...