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Stripe Use Its IPOphobia to Hit a $91.5B Valuation
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Nvidia's All-Important Earnings Are Maybe Too Important
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Apple Sees Trump Tariffs, Raises Him $500B, 20K Jobs in U.S.
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Musk’s Grok-3 Enters the AI Cage Match
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The Flagship Tech Portfolio: February Update
The Flagship Tech Portfolio: May Update
- Welcome back to this month's update of the Moby Flagship Technology Portfolio!
The Flagship Tech Portfolio: December Update
- Welcome back to this month's update of the Moby Flagship Technology Portfolio!
The Flagship Tech Portfolio: August Update
- Welcome back to this month's update of the Moby Flagship Technology Portfolio!
The Flagship Tech Portfolio: May Update
- Welcome back to this month's update of the Moby Flagship Technology Portfolio!
The Flagship Tech Portfolio: March Update
- Welcome back to this month's update of the Moby Flagship Technology Portfolio!
The Flagship Tech Portfolio: January Update
- Welcome back to this month's update of the Moby Flagship Technology Portfolio!
The Flagship Tech Portfolio: December Update
Welcome back to this month's update of the Moby Flagship Technology Portfolio!
The Moby Tech Strategy: October Update
Welcome back to this month's update of the Moby Tech GARP Portfolio!
The Moby Tech Strategy: End of August Update
Welcome back to this month's update of the Moby Tech Portfolio!
The Moby Tech GARP Strategy: July Update
Welcome back to this month's update of the Moby Tech Portfolio!
The Moby Tech GARP Strategy: June Update
Welcome back to the ongoing saga of the Moby Tech GARP strategy.
The Moby Tech GARP Strategy: May Update
Welcome back to the ongoing saga of the Moby Tech GARP strategy. Our strategy seeks to outperform the market by investing in companies with above average earnings and revenue growth, but at non-extreme valuations. In short, we are looking for Growth at a Reasonable Price (GARP).
The Moby Technology GARP Strategy: April Update
In the third month of our evolving portfolio’s life, we ran into a very predictable rough patch for growth and tech.
The Moby Technology GARP Strategy: March Update
In case you haven't checked it out yet, last month we released our first Quantitative Strategy -- The Growth at a Reasonable Price Portfolio (aka GARP).
Moby's Tech GARP Quant Strategy
Today we’re introducing our newest quantitative-based portfolio – The Tech Sector GARP strategy (growth at a reasonable price).