Ruane, Cunniff LP, an investment adviser managing Sequoia Strategy, released its Q4 2025 investor letter. A copy of the letter can be downloaded here. Sequoia Strategy returned 9% in Q4 compared to 2.
ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. US equities ...
Here is why we believe Accenture (ACN) stock warrants attention as a value investment. Currently, it is trading almost 37% lower than its high from the past year and at a PS multiple that falls below ...
AI research lab Anthropic continues to cement its stake as the predominant AI player in the enterprise space. On Tuesday, Anthropic announced a multi-year partnership with professional services firm ...
The Strategy meaningfully underperformed the Russell 1000 Growth Index through one of the most powerful rallies in its history, with underweights to mega cap AI beneficiaries as well as lower-quality ...
In a market driven by hype and momentum, Accenture (ACN) stands out as a steady performer with solid fundamentals and a discounted valuation — proof that “boring” can still be beautiful. Here is why ...
Accenture demonstrates durable competitive advantages, steady growth, and resilient operating performance, but future returns hinge on top-line expansion. Learn more on ACN stock here.