Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The third quarter was a standout period for US equities, led by optimism over the Federal Reserve’s dovish pivot and the ongoing boom in artificial intelligence (AI). The S&P 500® Index and the Nasdaq Composite surged, representing technology’s relentless momentum.  In the quarter, the strategy returned +3.29% ne ...

投资策略表现 - Mar Vista美国优质策略在2025年第三季度扣除费用后的回报率为+3.29% [1] - 同期罗素1000指数和标普500指数的回报率分别为+8.00%和+8.12% [1] - 美国股市表现突出，主要由对美联储鸽派转向和人工智能持续热潮的乐观情绪推动 [1] Adobe公司财务与市场表现 - 公司2025财年第三季度录得创纪录的营收59.9亿美元，同比增长10% [4] - 截至2025年10月8日，公司股价报收348.77美元，市值为1459.95亿美元 [2] - 公司一个月回报率为-0.40%，过去52周股价下跌29.41% [2] Adobe面临的行业挑战与投资观点 - Mar Vista清仓了Adobe的长期头寸，因对其生成式AI产品扩展能显著扩大可寻址市场信心减弱 [3] - 随着OpenAI和Alphabet的Gemini等大型语言模型成为主流，公司面临的风险升高，潜在结果范围更广 [3] - 投资者质疑这些模型对低层级创意任务的自动化是否会减少授权席位数量，从而增加了公司未来业务表现的不确定性 [3] - 公司股价下跌10.45%，市场对其Firefly AI的货币化潜力存在疑虑 [4]

We recently published Top 10 Stock Recommendations You Can’t Miss Amid Growing AI Bubble Fears. BlackRock, Inc. (NYSE:BLK) is one of the top recommended stocks. Jason Snipe, the Founder and Chief Investment Officer of Odyssey Capital Advisors, explained in a latest program on CNBC why he likes BlackRock. Here is what the analyst said: “I think it speaks to innovation for BlackRock Inc (NYSE:BLK). You know, listen, I mean, AUM growth is up 15%, revenue growth was up 13%. You know, it’s the largest player ...

You can also transfer assets in kind from your retirement plan to a taxable account instead of selling them. This means you move the same investments, such as mutual funds, ETFs, or individual stocks, and the value of that transfer counts toward your RMD. The IRS only requires that you take the withdrawal and pay the tax on it. You are not required to sell or spend the money.After paying the taxes owed on your RMD, you can move the remaining funds from your traditional IRA, SEP IRA, SIMPLE IRA, 401(k), or 4 ...

Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The third quarter was a standout period for US equities, led by optimism over the Federal Reserve’s dovish pivot and the ongoing boom in artificial intelligence (AI). The S&P 500® Index and the Nasdaq Composite surged, representing technology’s relentless momentum.  In the quarter, the strategy returned +3.29% ne ...

We recently published Top 10 Stock Recommendations You Can’t Miss Amid Growing AI Bubble Fears. Repligen Corporation (NASDAQ:RGEN) is one of the top recommended stocks. Dan Veru, Palisade Capital Management senior partner and CIO, recently talked about Repligen, a life sciences company involved in the development and production of materials used in the manufacture of biological drugs. Here is why the analyst likes the stock, which is up 10% over the past 12 months. “You need a clearance event. You need s ...

股价表现 - Figma股票于7月31日上市，开盘价为85美元，次日一度飙升至近143美元 [1] - 随后股价出现大幅回调，上周收盘价略高于53美元，较首日开盘价下跌近40% [2] 商业模式与竞争优势 - 公司业务模式围绕团队协作展开，提供用户友好的设计软件方案，作为传统高价设计软件的替代选择 [3] - 软件集成人工智能功能，可协助用户轻松创建网络应用和内容，并支持编码和网页开发，成为设计相关的一站式解决方案 [4] - 财富500强企业中95%使用Figma软件，且其月度活跃用户中有三分之二并非专业设计师，凸显软件易用性 [4] 财务状况 - 在截至6月30日的季度，公司营业收入为2.496亿美元，营业利润仅为210万美元 [5] - 上一季度营业利润为3970万美元，近期利润出现显著收窄 [5] - 公司预计今年营收将达到约10.2亿美元，同比增长37% [6][7] - 调整后营业利润预计在8800万美元至9800万美元之间 [7]

Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The third quarter was a standout period for US equities, led by optimism over the Federal Reserve’s dovish pivot and the ongoing boom in artificial intelligence (AI). The S&P 500® Index and the Nasdaq Composite surged, representing technology’s relentless momentum.  In the quarter, the strategy returned +3.29% ne ...

Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The third quarter was a standout period for US equities, led by optimism over the Federal Reserve’s dovish pivot and the ongoing boom in artificial intelligence (AI). The S&P 500® Index and the Nasdaq Composite surged, representing technology’s relentless momentum.  In the quarter, the strategy returned +3.29% ne ...

GoBlu is the creator of The BHive, a platform for chemical inventory management, traceability, and compliance, and Worldly says the move will connect fragmented industry data, accelerating progress across supply chains. “There’s extraordinary innovation happening across the consumer goods industry, but too often in isolation,” Scott Raskin, CEO of Worldly, said. “At Worldly, we see an opportunity — and have a responsibility — to connect these efforts and create a unified and centralised ecosystem that bri ...