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2024-04-18 09:15:00 ET Summary The Ensemble Fund seeks to achieve long-term capital appreciation. The Fund invests in a focused portfolio of approximately 15 to 30 securities that meet our demanding criteria. After outperforming the market handily in the previous quarter, the fund...
2024-04-13 06:10:00 ET Summary Ensemble Capital Management, LLC is based in Burlingame, California, midway between Silicon Valley and San Francisco. The firm offers customized portfolio management and philanthropic solutions with unparalleled client service. After outperforming th...
2024-04-08 20:45:08 ET Summary Nintendo Q3 results caused upward forecast revisions on surprising hardware success. The OLED model is gaining in the mix and helping profits. IP royalty revenue was strong this year too. However, by forecasts and clear management admissions, the...
2024-02-18 11:30:00 ET Summary Broyhill Asset Management is a boutique investment firm guided by a disciplined value orientation. We operate outside of the fray and invest with a rational, objective, long-term perspective. The largest contributors to the portfolio's performance fo...
2024-02-09 08:51:16 ET More on Nvidia Nvidia: Why $700 Is Our Signal To Back Off (Rating Downgrade) Nvidia: Reliving 2000 All Over Again Nvidia's Stock Is At A Point Of Exhaustion Nvidia gets boost from Morgan Stanley amid rising AI demand Josh Brown ...
2024-02-06 09:36:08 ET More on Nintendo Nintendo: Strong Reasons To Hold Despite Expected Contraction The Nintendo Thesis Is Materializing December U.S. videogame sales rise 4% from prior year in shop-season success Nintendo, Sony among Jefferies' favored vid...
2024-01-24 07:35:00 ET Summary Ensemble Capital Management builds focused investment portfolios to help you preserve your success and enhance your future. Serving clients with assets ranging from about $3 million to $250+ million, Ensemble offers a high level of personalized service t...
2024-01-21 01:45:00 ET Summary Mayar Capital provides investment management services to institutions, family offices, and high net-worth individuals. For the 12 months ending 12/31/2023, the Mayar Responsible Global Equity Fund (Class A) was up 15.85% net of all expenses and fees,...
2024-01-19 07:59:00 ET Summary Congress passes stopgap spending bill to avert government shutdown and buy more time for funding negotiations. Prices of diabetes drugs Mounjaro and Ozempic see increases, along with hundreds of other drugs. Nasdaq 100 reaches all-time high, driv...
2024-01-18 11:41:19 ET More on videogame names Warner Bros. Discovery: Poised To Win The Content Wars Reevaluating Warner Bros. Discovery: Navigating A Turbulent Transition In The Streaming Age Microsoft 2024 Outlook: Why I Think Gaming Is Under-Appreciated N...