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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,...

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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...

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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...

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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...

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TSMC Leads Emerging-Markets Returns due to AI Enthusiasm

Momentum strategies were a powerful force for global equities in 2024, primarily ones that followed artificial intelligence (AI) and its extended...

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DeepSeek Rattles Markets But Not the Outlook for AI

A one-year-old artificial-intelligence (AI) startup born out of a Chinese hedge fund released a powerful AI model on January 20...

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Can a New CEO Really Make a Difference?

Intel and Schneider Electric along with some other big companies decided to replace their chief executive officers in recent months....