Browsing: Portfolio

Engage, an investor and accelerator that connects startups with major corporations in the Southeast, just wrapped up its 17th cohort. The program brought eight companies to Atlanta to learn from corporate leaders and explore opportunities to work with industry giants like Chick-fil-A, Coca-Cola, Cox Enterprises, Delta Air Lines, The Home Depot, Inspire Brands, Wellstar, and…

Hennessy Fund released its Q3 2026 investor letter for the “Hennessy Focus Fund”. During the third quarter, U.S. equity markets were characterized by a concentration in mega-cap technology stocks, overshadowing broader market performance. The letter can be downloaded here. Rising long-term interest rates from a “higher for longer” Federal Reserve policy, coupled with increasing crude…

Shopify SHOP is set to report third-quarter 2026 results on Nov. 3. For the to-be-reported quarter, Shopify expects revenue growth in the low-30% range. The Zacks Consensus Estimate for revenues is currently pegged at $3.74 billion, suggesting growth of 31.4% from the year-ago quarter’s reported figure. The consensus mark for earnings is pegged at 45…

Remember when everyone said AI could never pick stocks? Some of the early numbers are making that line look old. AI systems have improved fast, and early numbers are making that view harder to defend. FinQ launched two AI-managed ETFs in February, and they are up 25.35% and 23.98%, compared with 11.0% for the S&P…