LOGO Quicktakes

Alibaba & Tencent: The Next Decade is Asias. These Ai Leaders are Just gearing up. The AI Race Has Two Sides. America did not win the AI race. The race is still being run. China's AI development has accelerated dramatically and the evidence showed up in both companies' results today, May 13th 2026. Alibaba's Cloud Intelligence Group posted 38 percent revenue growth, with AI-related products no...

Profitability That Sets These mega brands Apart. This is where Visa and Mastercard move from great businesses to genuinely rare ones. Visa generated $21.6 billion in free cash flow in 2025. Mastercard generated $16.4 billion, up 21 percent year over year. Visa converts roughly 55 cents of every dollar of revenue directly into free cash flow — an operating margin of 61.8 percent. Mastercard runs at...

Apple's Quiet Revolution: Why The Next Five Years Could Redefine The World's Most Valuable Company For the better part of three years, Apple has been the most dismissed name in mega-cap tech. The narrative was easy. Apple "missed AI." Apple "fell behind." Apple "doesn't innovate" while Microsoft, Google, and Nvidia ran the table. The stock spent two years trading sideways while the rest of the Mag...

Quick take on Nvidia and why we continue to like the story and leadership position while also admitting there will be wicked corrections in the whole group along the way. In 2023, the world generated a few trillion tokens. In 2024, hundreds of trillions. In 2025, quadrillions. The hyperscalers reported token throughput growing at 5x, 10x, even 20x year over year — and they're still capacity-constr...

Whats the story with MELI + MercadoLibre's Q1 2026 financial results , highlighting a period of exceptional top-line expansion contrasted by significant margin pressure. While the company achieved a massive revenue beat of $8.8 billion , net income fell to $417 million as management prioritized aggressive investments in logistics infrastructure, free shipping subsidies, and credit expansion . Expe...

QXO, Inc. represents the latest venture from Brad Jacobs , a renowned entrepreneur with a history of building multi-billion-dollar companies through aggressive consolidation. The company aims to dominate the fragmented building products distribution industry by acquiring smaller regional players and scaling to a $50 billion revenue goal . Central to this strategy is a sophisticated AI-first techno...

This is not financial advice. This is for educational and informational purposes only. Please do your own research. These are opinions only and may or may not be achieved over time. The opinions here are subject too change at any time and without warning as new data emerges. Important Information Investors should carefully consider the Fund’s investment objectives, risks, charges, and expenses bef...

This is not financial advice. This is for educational and informational purposes only. Please do your own research. These are opinions only and may or may not be achieved over time. The opinions here are subject too change at any time and without warning as new data emerges. Important Information Investors should carefully consider the Fund’s investment objectives, risks, charges, and expenses bef...

This is not financial advice. This is for educational and informational purposes only. Please do your own research. These are opinions only and may or may not be achieved over time. The opinions here are subject too change at any time and without warning as new data emerges. Important Information Investors should carefully consider the Fund’s investment objectives, risks, charges, and expenses bef...

Welcome to the first episode of our new podcast called LOGO Quick Takes. In this episode I discuss why we created LOGO for investors and why it's important to consider having some dedication to the $60+ trillion annual theme of global household spending and business innovation spending through the leading brands dominating these spending industries. I talk about our investment process for LOGO, ho...