Mega Cap (> $50B)
Nvidia Financing Its Own AI Boom
Nvidia has spent the past several years selling the infrastructure behind the artificial intelligence boom. Increasingly, however, it is doing something else: helping finance the…
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Further Analysis & Commentary
Investment Analysis: Wesfarmers (ASX:WES)
The Quiet Compounder with Embedded Optionality Wesfarmers remains one of the highest quality compounders in the Australian market, combining mature,…
Netflix Parts Ways with Warner Brothers Deal as Paramount Comes Out on Top.
Shocking news as Netflix walks away from Warner Bros. Discovery (WBD) deal. For a few months, Netflix was strongly poised…
ASX: An Outlook on CSL
Company Overview CSL is one of the world’s largest biotechnology companies, operating across three main business segments. Founded in Australia…
What is happening to PayPal?
PayPal has been on the hot list of the Wall Street Journal for the past several months. Their story is…
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