by James Counselman | Jun 29, 2026 | Stock Pick of the Week
Overview While we have been working to increasingly diversify our portfolio over the past several months, one major sector has remained absent in technology. Rather than adding a mega-cap software or a semiconductor company, we believe Vertiv Holdings (NYSE: VRT)...
by James Counselman | May 29, 2026 | Business
Anthropic’s Rapid Rise Not too long ago, Anthropic was viewed as an inferior and much less well-known competitor to OpenAI. Founded in 2021 by former OpenAI employees, led by Dario Amodei, Anthropic entered a market many believed OpenAI had already won following the...
by James Counselman | Feb 20, 2026 | Business
Over the past two years, Software as a Service (SaaS) stocks have suffered one of their sharpest downturns in history. More than $300 billion in value has been wiped from the S&P in the software and data sector, with major names like Adobe (ADBE) and Salesforce...
