During the second quarter, we sold out four stock positions and added two new ones to the portfolio. Read more here.
The AI rally has left many other deserving stocks out in the cold. The case for Expedia Group, Total, Brink’s, and more.
BillPg] has been designing a fantasy 1980s-era home computer. As part of the exercise, he’s reevaluating all the assumptions that have grown organically over time in the small computer ...