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Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” first quarter 2024 investor letter. A copy of the same can be downloaded here. The US stock market started 2024 optimistically. In the first quarter, the fund returned 8.29% (gross) and 8.09% (net) compared 
    Since Dell Technologies Inc.'s (NYSE:DELL) initial public offering in 2018, it has gained roughly 530%. However, based on my operational analysis and deep dive into its valuation and future growth estimates, alongside a thorough competitive comparison, I believe the stock is not the wisest of inves
      The U.S. equity market has consistently proved to be a wealth-generation machine for long-term investors. Many investors who have demonstrated foresight, especially in upcoming trends and technologies, have been richly rewarded by the stock market.
      Artificial Intelligence (AI) is one such technolo
        ServiceNow Inc. (NYSE:NOW) has been a great compounder. Its share price has increased from just $24.60 in 2012 to $745 at the time of writing, delivering to shareholders an impressive compounded annual return of 33.80% over the past 11 years. Some investors may be regretting not getting into the st
          Let's dig into the relative performance of Appian (NASDAQ:APPN) and its peers as we unravel the now-completed Q4 automation software earnings season.
          The whole purpose of software is to automate tasks to increase productivity. Today, innovative new software techniques, often involving AI and machi
            A recent survey from Morgan Stanley identified artificial intelligence (AI) as the IT product category likely to see the largest spending increase in 2024. Despite that enthusiasm, businesses have only started to reap the benefits of what could be the most transformative technology in years.
              Artificial intelligence (AI) spending across hardware, software, and services totaled about $200 billion last year, according to Grand View Research. But that figure is expected to soar 820% to exceed $1.8 trillion by 2030. In other words, the AI market is forecast to compound at 37% annually throu
                Deciding where to invest your hard-earned money can be difficult. There are thousands of publicly traded stocks to choose from, making the task of decision-making seem overwhelming. One strategy is to identify companies with undeniable competitive advantages to buy and hold for the long term.
                  Box, Inc. (NYSE:BOX) Q4 2024 Earnings Call Transcript March 5, 2024
                  Box, Inc. beats earnings expectations. Reported EPS is $0.42, expectations were $0.38. Box, Inc. isn’t one of the 30 most popular stocks among hedge funds at the end of the third quarter (see the details here).
                  Operator: Good aft