If you’ve checked our Fund Portfolio Page, you’ll see our stock selection and its relative and absolute performance. Below, you can check the articles we have produced about the stocks on our fund and other stocks that we keep under watch. We also include articles or research not produced by us, but that we rely upon for our stock selection.
Applied Materials (AMAT)
- Alibaba: The Christmas rout brought a risk/reward gift for bold investors
- China, U.S. Tension Is An Opportunity To Boost Your Portfolio For The Long Term
- Baidu: A rare value & growth stock
- Baidu: Priced Like Google’s Prey, Or The Same Growth Story At A Lower Price?
Santander Bank (SAN)
Proto Labs (PRLB)
- Tapestry: Why Is The Management Targeting Double-Digit EBIT Growth For FY2020?
- Coach Inc.: From Good To Great
Assets under watch
- Elon Musk’s play-book has lost its shine for Tesla investors
- What Musk’s Biography Can Tell You About Tesla Surviving The Production Hell
Red Hat (RHT)
- IBM + Red Hat: Market is assuming a 20% chance of failing the acquisition
- Red Hat: Open Source Is A Great Business