Market Survey: TAJ Investors Are Bullish Heading Into June, And So Is Wall Street
Results from our June bear vs. bull survey: 61.2% bullish and 38.8% bearish. Did you catch the AI fever? Wall Street seems to have. In...
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How The Writers Strike Could Benefit Streaming Platforms
And there goes their biggest bargaining chip. The Hollywood Writers Strike is entering its second month — and there are little signs of a quick... -
Apparel Giant VF Corp Needs Supreme and Vans To Stay Relevant
Exclusivity drives demand. It’s how luxury and streetwear products resell for many times their original value. Take that exclusivity away, and brands can go downhill... -
Hedge Fund Managers Bet Big on AI: Here’s What They’re Buying
Victor Lei — Head of Research
May 16, 2023
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Berkshire Bets Big on Capital One, Burry Loads Up on Banks and Other Hidden Gems
Victor Lei — Head of Research
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America Shuts Its Doors on Its Next Billion-Dollar Company
Victor Lei — Head of Research
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Google Gains Speed in the AI Race — But Leaked Internal Email Says It Has No Moat
Victor Lei — Head of Research
May 11, 2023
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Can Folding Phones Rescue Declining Smartphone Sales?
Victor Lei — Head of Research
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