Dell - $DELL

Even great stocks get capped at 10% of a fund, say Davis Funds and EquityCompass managers

16 lessons: how Naspers turned $32M of Tencent into $235B, why the index now works like a momentum fund, and whether AI's value goes to the builders or…

Oct 10 • Scuttlebutt

Sherwood's markets editor: Apple is where you hide from hyperscaler AI capex

13 insights: The number of S&P 500 stocks above 40x sales is at bear-market levels, why the Mag 7 just went negatively correlated with momentum, and the…

Sep 17 • Scuttlebutt

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