Harding Loevner International Fund
What Netflix Gains From a Warner Bros. Deal
Iconic brands, streaming subscribers, and the chance to keep them out of anyone else’s hands. One of the more striking...
Are Tech Companies Overspending on AI?
Artificial intelligence has markets oscillating between excitement and trepidation. A few numbers help clarify the state of the industry. Online...
Quality Compounding in a Hot-Stock World
While the market chases speculative trends and momentary winners, high-quality companies are building value quietly and letting time do the...
Quality-Growth Investing: Digging in the Right Sandbox
For us to consider investing in a company, the underlying business must first meet four key criteria. As quality-growth investors,...
The Surprising Case for Shell as a Quality-Growth Stock
Some sectors are packed with rapidly growing companies. Energy typically isn’t one of them—but that doesn’t mean some energy companies...
Nuclear Energy is Clean, Safe, and Really, Really Expensive to Build
Tech companies looking for a clean energy source to power AI data centers are turning to nuclear, which has the...
Schneider’s Growth Turns Electric
Demand is on the rise for energy-efficient electrical systems and automation tools. This is helping Schneider Electric to grow revenue...