jensonhart

Spring Quarter Highlights at Santa Clara University: My final quarter at Santa Clara University was a busy one, but also one of the most rewarding quarters of my college experience. During the spring quarter, I took four courses: Risk Management, Financial Modeling, Theology of Marriage, and Effective Communication in Business. Risk Management and Financial Modeling were my final two finance courses at Santa Clara, while Theology of Marriage fulfilled my final core religion requirement, and...

Executive Summary: This report evaluates the client’s existing 30-stock portfolio and discusses whether Fidelity Contrafund (FCNTX) should be added to the client’s investment strategy. Currently, the client has an equally weighted portfolio across 30 stocks, each making up 3.33%. While the original portfolio has performed well historically, generating annual returns of 18.1% with 14.0% volatility, it did not perform as well as the newly optimized portfolio. With the optimized portfolio,...

Introduction Since late 2022, artificial intelligence has become the dominant theme in global capital markets, attracting substantial amounts of venture capital and corporate investment. From trillion-dollar data center commitments to the monumental rise of Nvidia, and soaring late-stage startup valuations, AI is now widely viewed as the next transformative technology. However, this rapid capital deployment has significantly outpaced revenue and cash flow generation. Many view the pace of...