Between the High Conviction List and the Full Portfolio, I realize it may sometimes be difficult to know what are my top ideas at the moment. This post seeks to clear that up.The Full Portfolio ...

According to Goldman Sachs strategist David Kostin, the previous slump in healthcare has created more of an opportunity for stock pickers rather than a broad sector rebound. While low valuations point ...

With 2025 upon us, we’re in shopping mode for the upcoming year. Major trends from the S/S 25 runways are trickling into both retailers and the wardrobes of fashion insiders—including a shift toward ...