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February 9, 2024
Harding Loevner, an asset management company, released its “Global Equity Strategy” fourth-quarter 2023 investor letter. A copy of the same can be downloaded here. The stock market recovered in the last quarter of 2023. The market regained all that it lost in the steep decline in 2022. The fund generated 13.21% (13.10% net) compared to 11.15% […]
January 29, 2024
Rowan Street Capital, an investment management company, released its 2023 investor letter. A copy of the same can be downloaded here. The year 2023 proved to be a successful one for the fund as it recorded a net gain of +102.6%. In 2023, Meta Platforms (+194%), Spotify (+138%), Trade Desk (+60%), and Shopify (+124%) were the […]
January 8, 2024
Artisan Partners, an investment management company, released its “Artisan Developing World Fund” fourth quarter 2023 investor letter. A copy of the same can be downloaded here. In the fourth quarter, the fund (Investor Class) returned 11.79% compared to 7.86% for the MSCI Emerging Markets Index. The fund has returned 95.52% cumulatively since June 30, 2015, compared […]
December 11, 2023
Few companies have seen a stock price roller-coaster quite like Adyen, the Dutch payment processing firm.
November 9, 2023
Shares of payment processing firm Adyen vaulted higher on Thursday, after the company's long-range outlook was surprisingly positive.
August 23, 2023
Cathie Wood sold some of her remaining Nvidia stake after the stock surged on Monday.
August 22, 2023
Adyen just revealed a 'difficult truth' about commoditization in payments, but with 'a bit of twisted logic,' the revelation could be bullish for PayPal.
August 21, 2023
Adyen shares continued their steep descent Monday as another analyst threw in the towel on his bullish call.
August 18, 2023
Shares of Dutch payments company Adyen slipped a further 2% to €883.20, after its 39% tumble on Thursday when it reported weaker-than-forecast profit and...
August 18, 2023
PayPal's Braintree business may be a sore point for Adyen investors, but it's a touchy subject for PayPal investors, too.