10/09/25Thoughts About AI With the “Magnificent Seven” (Nvidia, Microsoft, Apple, Amazon, Meta, Google, and Tesla) now making up roughly 35% of the S&P 500, a few new considerations have entered our thinking. Historically,Read More
08/09/24Evergreen International Strategy Review Join Steve and Andrew as they discuss Evergreen’s International StrategyRead More
07/12/24EWM Thinking – A Look Back at NVDA A look into management’s thinking around semi-conductors and specific selection of AVGO and not selecting NVDA in 2022 and what we are thinking now.Read More