Dear Partner,
During periods of volatility, we find it helpful to refocus from broad market narratives to the company level. Microsoft serves as a compelling case study. Despite its real-world dominance, and this will shock most readers...
Dear Partner,
Overall, the AI buildout theme continues to underpin financial markets, while underlying uneconomic activity in the real economy becomes more uneven. We continue to witness pockets of excess with speculative behavior gaining traction. We remain focused on any fundamental impact on the economy or overall markets, and we are seeing...
Bowie Capital's CIO, Cory Whitaker, joins host Paul Olschwanger on the CFA Society Podcast to talk through Bowie's strategy and process, the benefits of owning high-quality businesses for a long period of time, and how the CFA Charterholder impacted his career...
