I recently stumbled upon the below chart showing that savings rates in 2020 were 50% to 500% higher than the previous 20 years.
What is the takeaway? There is plenty of pent-up demand around the world. In other words, people have money burning hole...
With the Dow hitting another new high but the growth-focused Nasdaq Composite still unable to get above its February peak, we remain in a bull market that is challenging for growth investors; in fact, many recent great earnings reports have been met with instead...
The Big Idea
It should come as no surprise that streaming is a huge trend.
Netflix, Amazon, Hulu and Disney+ have enjoyed massive success, so much so that everybody else has realized they need a streaming presence and are entering the market too. We see Peacock,...
Rapid Growth – MedTech
Bentley Systems (BSY)
Growth – Software
Rapid Growth – Digital Transformation
Rapid Growth – Software
Vail Resorts (MTN)
Growth – Hospitality & Leisure
Going Once, Going Twice, Gone!
In the last 48 hours I have received unsolicited...