It's been almost five months since I went under the hood of SAP's AI strategy with Walter Sun. That's practically a lifetime in AI time, and now, SAP Sapphire is about to kick off. How SAP handles ...
SAP delivered robust Q4 and full fiscal year 2024 results and yet, the market does not seem impressed. The stock trades at a significant premium, which has increased even further over the past few ...
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Polen Capital, an investment management company, released its third-quarter 2025 “Polen International Growth Strategy” investor letter. A copy of the letter can be downloaded here. The strategy ...
Magellan Asset Management, an investment management company, released the third quarter 2025 investor letter for “Magellan Global Fund”. A copy of the letter can be downloaded here. The fund focuses ...
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