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Aug 29, 2025
In a stock market that could become difficult at some point, we feel we are at a competitive advantage to most professional participants.
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Jun 6, 2025
“A mania associated with electric production companies providing electricity to technology enterprises pursuing Artificial Intelligence (AI) agendas looks familiar. [...]”
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May 23, 2025
“Compared to most stocks, Merck is a bargain, and we are looking to take the most advantage of what we view as a major mispricing in the sector.”