Uber’s combination of scale, management quality, and undervaluation has been the draw. Ackman calls it “extremely rare” in large caps, and investors can learn key some lessons. Bill Ackman has a ...

I think Amazon.com, Inc. remains fundamentally strong despite recent underperformance, and AWS growth and robust earnings power intact. Management’s aggressive automation plan and AWS-Google ...

Amid broader tariff-related market volatility in April, we were able to react quickly and build a position in Amazon at a deeply discounted valuation. Amazon holds a leadership position by offering ...