Apple, Nvidia, Microsoft fueled the Nasdaq, but the market is increasingly split. Tesla has a new base, with caveats. Meta is among seven actionable stocks.
Mar Vista Investment Partners, LLC, an investment management company, released the “Mar Vista Focus strategy” first quarter 2024 investor letter. A copy of the letter can be downloaded here. The S&P 500 index had the best first-quarter performance since 2019—enthusiasm over AI, robust corporate earnings, and anticipation of rate cuts fueling the rise in stock prices. […]
Amazon is continuing to deliver across three key areas.