After yesterday’s spike in shares of most high-growth software companies, the market has cooled down quite a bit and is giving the high growth portfolio the opportunity to add to some positions where there have been positive developments and negative share price reaction. Much of yesterday’s spike was a function of what I think was…
The High Growth portfolio added to its minimal position in TempusAI shares. 500 shares were added at a price of $42.79 which cost $21, 405. We now have 750 shares of Tempus which has a weight of 1.38% in the high growth portfolio. We may add to the position to get the weight to a reasonable level.…
Evgeny Gromov/iStock via Getty Images A healthcare technology company that uses AI as the basis for its solutions! Tempus Ai is probably not the best known company in the AI space at this stage of its evolution although it was named by Time Magazine as one of the 10 most influential software companies in a recent article.…
We added to 3 positions in the high growth portfolio and added a new company as well. These positions essentially replaced the sale we made yesterday of Nebius which raised about $78k. The purchases were as follows: 1) 250 shares of Tempus AI @ $50.39-purchase cost of $12,605 and weight of 0.55%. The Tempus purchase is obviously…