Dear Friend: Artificial Intelligence (AI) continues to reshape industries, driving innovation and transforming traditional business models. In this ... Continue Reading
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Fundamental Research with Contrarian Strategy
Dear Friend: Last year, the S&P 500 index was led by the outperformance of the Magnificent Seven (Apple, Amazon, Google, Meta, Microsoft, Nvidia, ... Continue Reading
Don’t Fall For These Traps!
Dear Friend: Over the years, we have communicated with you through the Noesis quarterly newsletters, in-person meetings, and phone calls regarding ... Continue Reading