Author: Soumya Eswaran

Polen Capital, an investment management company, released its “Polen Global Growth Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here. Over the past two years, global equities (2023-2024) showed a historic +45% cumulative return as per the MSCI ACWI Index (the “Index”), emphasizing market unpredictability and the futility of macroeconomic […]Read More

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The economic backdrop has shifted in the past couple of decades. When positioning your portfolio for the coming decades, it looks like a smart move to put some money to work in technology and internet-related companies. Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) and Meta Platforms (NASDAQ: META) should have investors’ attention right now.Read More

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Cyber Defenders – Celebrating Federal Cyber Innovators Raise a glass to the trailblazers safeguarding our nation’s digital future on Thursday, May 15, at Morton’s in D.C. for MeriTalk Tech Tonic – government IT’s happiest hour. This edition of Tech Tonic will celebrate the winners of MeriTalk’s Cyber Defenders Awards, honoring the individuals driving meaningful cybersecurity […]Read More

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