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This article was written by Follow I am a full-time equity analyst and the co-founder of Mina Vista Capital Management, a hedge fund that my business partner, William Hazen, and I started. I look for long-term investment opportunities with a focus on fundamentals. I’ve done extensive research on industries such as SaaS, technology, semiconductors, luxury,…
Reality television veteran Kristin Cavallari has been candid about appreciating the opportunity to have a “complete fresh start” after offloading her “divorce house” in March 2025—but she wasn’t actually looking for a new property when she stumbled upon the sprawling Tennessee estate she now calls home. The podcast host opened her doors to Architectural Digest…
I must have inherited my mother’s magic touch for putting kids to sleep. It drives my kids crazy. While I was visiting my son and daughter-in-law recently, she confided that bedtime had become a nightmare. I offered to give her a break by putting my grandson to bed. I was prepared for a struggle since…
“We’re going to have our work cut out for us as we move into the [Federal Open Market Committee] cycle.” Rate policy not delivering needed restraint The remarks came one day after the Commerce Department reported that core personal consumption expenditures (PCE) — the Fed’s preferred inflation gauge, excluding food and energy — rose 3.3%…
“I don’t think people actually realize that it is truly mortgage fraud, which is very illegal,” Bloom said. “They’re like, ‘Oh, we’ll just kind of lie on this, and it’s no big deal.’ But it is. It’s a federal crime at the end of the day.” While she noted in the comments of the post…
Key Points AI data centers are constrained by electricity, more than hardware availability. Oklo is targeting a 2028 start-up with its Aurora-INL. X-Energy may be slower now, but could be better positioned for a fleet-scale license. 10 stocks we like better than Oklo › It doesn’t matter if artificial intelligence (AI) data centers have all…
Mega-cap tech stocks have gained significant value over the past few years, driven by AI enthusiasm. That’s causing heavy concentration at the top for the Vanguard S&P 500 ETF (VOO -0.21%), which tracks the S&P 500 through a market-cap-weighted approach. That’s why, if the index gets too concentrated at the top, I’d choose the Invesco…
Indian benchmark indices are heading into the new trading week with caution after the Nifty and Sensex extended their losing streak to three consecutive weeks. While large-cap stocks remained under pressure, the broader market continued to show resilience, with both the Nifty Smallcap and Midcap indices reaching fresh record highs. The divergence points to continued…
Global Defence Bank Struggles to Secure Broad International Backing By Iain Withers, Elisa Martinuzzi and Lefteris Papadimas Challenges Facing the Defence, Security and Resilience Bank (DSRB) LONDON, Aug 30 (Reuters) – Canadian Prime Minister Mark Carney has thrown his weight behind a new global defence bank intended to help allies rearm, but other major economies…
Buy Nvidia: Thinking Differently About AI Value Creation