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2024-02-15 01:30:00 ET Summary Vision Capital is fundamental-driven, bottom-up, and only focuses on investing in long-only publicly-listed equities. For 2023, Vision Capital returned +69.9% versus the S&P 500’s +24.0%. A large majority of our holdings were sold off ...
2024-02-14 16:57:17 ET More on Amazon Here's What Could Make Amazon Even More Profitable Amazon: 2023 Profit Surge Is Just The Beginning Amazon: Continues To Shine Tepper's Appaloosa takes fresh stakes in Oracle, UPS; exits JD.com, EPD, ANET Amazon de...
2024-01-31 06:30:00 ET Summary Our mission at Deep Sail Capital is to compound the capital of our Limited Partners over long periods of time while being mindful of tax implications. For the fourth quarter of 2023, Deep Sail Capital Partners returned 14.3% net of fees while averagi...
2024-01-30 12:15:41 ET More on Salesforce: Salesforce: Net Cash, Share Repurchases, Growing Margins, GARP Valuation Salesforce's Evolution Into AI And Focus On Profitability Make It A Long-Term Investment Opportunity Salesforce: Missed The Ultimate Bottom? Don't Miss...
2024-01-16 13:49:40 ET Summary Elastic, an infrastructure software company, has rallied on the back of the generative AI boom. The company is making the case that search is integral to powering contextual generative AI applications. So far, we haven't seen a meaningful acceler...
2024-01-15 23:06:08 ET Summary Elastic's stock has risen due to expectations of generative AI's impact on its search business. Software in general is beginning to look expensive again, and Elastic is no exception. The company's growth will need to pick up substantially to support ...
2024-01-12 05:09:49 ET Summary Elastic's significant strides in profitability improvement, with an estimated 65% year-over-year increase to approximately $230 million in fiscal 2025, form a compelling basis for a bullish outlook. Despite facing challenges like slowing revenue grow...
2024-01-08 14:04:27 ET Shares of Elastic (NYSE: ESTC) rose 40.2% in December 2023, according to data from S&P Global Market Intelligence . The Dutch-American expert in enterprise data search and related functions posted a terrific earnings report at the end of November. El...
2023-12-29 05:45:00 ET The Nasdaq-100 technology index plunged 33% in 2022. In uncertain times, investors often turn to historical data to help them forecast the market's next move. The Nasdaq-100 has only fallen in consecutive years on one occasion since it was established in 1986 -- d...
2023-12-21 14:33:06 ET InvestorPlace - Stock Market News, Stock Advice & Trading Tips Machine learning stocks sit at a powerful intersection of artificial intelligence ( A I) and business growth. We can largely attribute the success of tools like ChatGPT to machine learning ...
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Developers now have more LLMs to choose from when iterating and building production-ready RAG applications Elastic (NYSE: ESTC) announced support for Amazon Bedrock-hosted models in Elasticsearch Open Inference API and Playground . Developers now have the flexibility to ...
Elastic (NYSE: ESTC) (“Elastic”), the Search AI Company, announced that it will conduct a live webcast on July 17, 10:00 AM PT. Santosh Krishnan, GM of Elastic Security will discuss Elastic’s security solution, with participation from an Elastic partner. Koji Ikeda, Sr. Resea...
A new interface enables developers to iterate and build RAG applications for A/B testing LLMs, tuning prompts and chunking data Elastic (NYSE: ESTC), the Search AI Company, announced Playground, a low-code interface that enables developers to build RAG applications using Elasticsear...