Stock Prices Disconnect from Business Performance
The last twelve months have been an unusual period for Dock Street portfolios. While we have […]
How should clients determine if we are doing a good job?
“It’s not enough to simply measure things—you have to measure what matters.” – […]
Long term investing through short term worries
The 60 days since March 30 have been spectacularly good for the stock market and […]
Nvidia’s Data Center business is now larger than the iPhone business
Nvidia’s Data Center business has quickly become larger than the iPhone […]
Advertising – The Hidden Gold Mine
A business that keeps getting better
Advertising is the business that Wall Street routinely ignores. This month […]
The war cools off and the market heats up
On March 31st, a White House leak suggested that the War in Iran […]
Capital Intensive Inputs, Capital Light Outputs
For more than 10 years, we have focused our investments towards companies that become increasingly profitable […]
Computation does real work, generating revenue and profit
Summary: AI skepticism is everywhere, and some of it is understandable, but we think […]
Two in one year
For the second year in a row, there’s a war on, and both were the result of dramatic […]
The software business model is changing
Spoiler: What’s going on with software companies? And why is Wall Street reacting so strongly? The […]