Advanced Micro Devices (AMD) is downgraded to 'Hold' ahead of Q3 earnings due to overvaluation and limited near-term upside. AMD's rally has shifted market sentiment from pessimism to extreme greed, ...
In Q3 2025, the Polen Global Growth Composite Portfolio returned 3.0% gross of fees and 2.7% net of fees. Oracle was again our top-owned relative contributor following their impressive quarterly ...
What if the next Bill Gates moment wasn’t about sneaking into computer labs, but about spending thousands of hours talking to ...