Investment News’ Gregg Greenberg checked in with HVP’s Marino I. Patrk for his thoughts after Nvidia (NVDA) reported earnings. Marino is a Portfolio Manager and Principal of our Greenwich, CT office. Having listened to the earnings call, Marino still sees NVDA as the “backbone” of the AI revolution. But he was quick to bring it back to the fundamentals we think about when assessing a franchise business – the stability of their market share, margins, and earnings power over time. You can read the full article at the link below.
Sticking with semiconductors, Schwab Network asked HVP’s Christopher P. Davis to join a “Trading 360” roundtable with Morningstar’s semiconductor research analyst to think about recent semiconductor reports and some favored names in the sector. You can watch the video clip at the link below.
