The growth factor in investing refers to companies that grow their revenue and earnings at rates significantly above the market.
Keep Reading →
April 29 - Hedge Funds, News
On April 25, Kari Firestone, Aureus Asset Management executive chairman and co-founder, joined CNBC's 'Squawk Box' to discuss the latest market trends and express how this is ...
Keep Reading →
April 29 - Hedge Funds, News
Investment advisory firm Ithaka Group released the “Ithaka US Growth Strategy” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Keep Reading →
April 29 - Hedge Fund Investor Letters, News
The tariff wars and a potential slowdown in AI spending threw water on investors’ AI trade plans and outlook.
Keep Reading →
April 28 - Hedge Funds, News
The term "self-driving car stocks" describes publicly traded businesses engaged in creating, manufacturing, or using autonomous vehicle technology.
Keep Reading →
April 26 - Hedge Funds, News
According to a report by Mordor Intelligence, the global ride-sharing market has a size of $53.02 billion as of 2025.
Keep Reading →
April 26 - Hedge Funds, Industries, News
“When you see a grizzly bear in Yellowstone National Park, you call a park ranger because these bears are dangerous… but the grizzlies turn into teddy bears when the rangers...
Keep Reading →
April 25 - Hedge Funds, News
Dan Niles, Niles Investment Management founder, predicted in a CNBC program earlier this month that unlike previous market crashes, the latest market volatility of 2025 could ...
Keep Reading →
April 24 - Hedge Funds, News
On April 21, Chris Davis of Davis Advisors appeared on 'The Exchange' on CNBC to talk about selectivity in today’s market.
Keep Reading →
April 23 - Hedge Funds, News
While tariffs from the US government disrupted international trade, they also led to uncertainty and turbulence in financial markets, with the S&P 500 closing below 5,000 points...
Keep Reading →
April 21 - Hedge Funds, News
Jim Cramer in a latest program on CNBC talked about President Donald Trump’s attack on Federal Reserve Chair Jerome Powell and said he was expecting this to happen “weeks ...
Keep Reading →
April 21 - Hedge Funds, News
Investors usually do not waste any time reminding everyone of the dot-com bubble whenever the market takes a turn for the worse.
Keep Reading →
April 17 - News, Stock Analysis
American stocks moved up a bit on Monday, April 14 as investors focused on news about tech companies getting a break from President Trump's tariffs.
Keep Reading →
April 15 - Hedge Funds, Industries, News
We came across a bullish thesis on Uber Technologies, Inc. (UBER) on Substack by Oguz Erkan. In this article, we will summarize the bulls’ thesis on UBER.
Keep Reading →
April 15 - News, Stock Analysis
The stock market has been on a rollercoaster ride for the past few weeks as the sentiment has quickly shifted from post-election bullishness to being priced in for a slow-down...
Keep Reading →
April 14 - Hedge Funds, News
Describing both AMZN and UBER as among his "core positions," Brown stated that both firms "will be standing at the end of the trade war." He believes that "buying Amazon after...
Keep Reading →
April 8 - Market Movers, News
Jim Cramer, the host of Mad Money, offered an optimistic perspective on the market on Thursday as he challenged the prevailing pessimism among some on Wall Street.
Keep Reading →
March 30 - Hedge Funds, News
On March 27, CNBC reported that the stocks dipped on Wednesday, led by the technology sector.
Keep Reading →
March 29 - Hedge Funds, News
The year 2025 began with the surprise announcement of DeepSeek AI, launched in China, which shook the markets.
Keep Reading →
March 29 - Hedge Funds, News
Buy "everything" related to China has been David Tepper's investment theme despite the uncertainties about the economy amid a trade spat with the US.
Keep Reading →
March 28 - Hedge Funds, News
Jericho Capital Asset Management, founded in 2009 by Josh Resnick, is a New York-based hedge fund manager specializing in long/short equity strategies across developed and emerging...
Keep Reading →
March 27 - Hedge Funds, News
We came across a bullish thesis on Uber Technologies, Inc. (UBER) on Substack by Quality Equities. In this article, we will summarize the bulls’ thesis on UBER.
Keep Reading →
March 26 - News, Stock Analysis
Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Global Equity” fourth quarter 2024, investor letter.
Keep Reading →
March 21 - Hedge Fund Investor Letters, News
On Tuesday, Jim Cramer, host of Mad Money, shared his thoughts on the current state of the market, especially about AI stocks.
Keep Reading →
March 19 - Hedge Funds, News
In this article, we will take a look at 23 stocks that Jim Cramer discussed 12 months ago during his show on March 22, 2024, and examine whether he was right or wrong about those...
Keep Reading →
March 18 - Hedge Funds, News
The US stock market took a major hit recently due to tariff-related uncertainties and a broader concern about AI stock valuations.
Keep Reading →
March 16 - Hedge Funds, News
After two years of 25%+ gains, some investors worry that stocks are overvalued.
Keep Reading →
March 15 - Hedge Funds, News
The growth of global e-commerce is linked to a surge in demand for delivery services.
Keep Reading →
March 12 - Hedge Funds, News
Columbia Threadneedle Investments, an investment management company released its “Columbia Threadneedle Global Technology Growth Strategy” fourth quarter 2024 investor letter...
Keep Reading →
March 11 - Hedge Fund Investor Letters, News
Mark Cuban is a well-known entrepreneur and television personality, recognized for his diverse business ventures and outspoken presence in the sports and entertainment industries...
Keep Reading →
March 10 - Hedge Funds, News
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” fourth quarter 2024 investor...
Keep Reading →
March 10 - Hedge Fund Investor Letters, News
Major AI stocks are wavering as investors assess the impact of decreasing hardware costs and their effects on technology spending. T.
Keep Reading →
March 9 - News
When seeking investment opportunities, individual investors often look to hedge funds for guidance.
Keep Reading →
March 4 - Hedge Funds, News
Since leaving his position as CEO of Amazon in 2021, Jeff Bezos has been quite active.
Keep Reading →
March 2 - Hedge Funds, News
The US markets have been on a stellar run over the past couple of years, with two-year gains of 53%.
Keep Reading →
February 28 - Hedge Funds, News
The global software market has witnessed tremendous growth over the past few decades, emerging as a key driver of productivity, economic expansion, and technological advancement...
Keep Reading →
February 27 - Hedge Funds, Industries, News, Tech
Jim Cramer, host of Mad Money, recently shared his thoughts on the prevailing negative sentiment surrounding data centers and discussed the broader economic implications of Trump...
Keep Reading →
February 26 - Hedge Funds, News
Gene Munster from Deepwater Asset Management said in a latest program on CNBC that the AI hardware trade is still intact and the analyst believes DeepSeek is a net positive for...
Keep Reading →
February 26 - Hedge Funds, News
According to the Business Research Company, the transport market has expanded significantly in recent years.
Keep Reading →
February 25 - Hedge Funds, News
Active investing involves the continuous buying and selling of stocks, aiming to outperform the market through strategic decisions based on market conditions, company performance...
Keep Reading →
February 21 - Hedge Funds, News
Heightened competition in the development of powerful artificial intelligence models is more than welcome.
Keep Reading →
February 20 - Hedge Funds, Industries, News, Tech
In this article, we will take a look at 12 stocks that Jim Cramer discussed 7 months ago during his show on July 30, 2024, and examine whether he was right or wrong about those...
Keep Reading →
February 18 - Hedge Funds, News
Emily Rowland, co-chief investment strategist at John Hancock Investment Management, joined a discussion on CNBC's 'Squawk Box' on February 13 to share her insights on the markets...
Keep Reading →
February 17 - Hedge Funds, News
Tech stocks have done much better than expected in the past two years, and if the economy continues to grow and AI hype continues, it is likely that the next two years could also...
Keep Reading →
February 13 - News
After a notable growth of 25% for the broader market in 2024, the S&P 500 index gained a little under 4% in the first month of 2025.
Keep Reading →
February 13 - Hedge Funds, News
During the COVID-19 pandemic, the gig economy stocks experienced one of the most profitable periods.
Keep Reading →
February 11 - Hedge Funds, News
Released on Friday, February 7, the January jobs report showed resilience in the labor market with higher-than-expected wage growth.
Keep Reading →
February 11 - Hedge Funds, News
In his recent appearance on CNBC's Squawk on the Street, Jim Cramer spent nearly all of the show either discussing stocks or the changed environment for AI data center stocks ...
Keep Reading →
February 11 - News
We came across a bullish thesis on Uber Technologies, Inc. (UBER) on Substack by Daan Rijnberk. In this article, we will summarize the bulls’ thesis on UBER.
Keep Reading →
February 10 - News, Stock Analysis
Jim Cramer, the host of Mad Money, took a moment on Wednesday to reflect on the latest market developments as earnings season progresses, sharing his thoughts on how investors...
Keep Reading →
February 6 - Hedge Funds, News