1. Google Cloud experienced significant growth in scale and profitability; 2. Google Search's operating performance exceeded expectations; 3. YouTube's combined ad and subscription revenue reached over $50 billion for the first time; 4. Alphabet returned capital to shareholders through buybacks and dividends.

1. The Baron Discovery Fund outperformed its benchmark, the Russell 2000 Growth Index, in Q3 2024. 2. The Fund's top contributors were CareDx, Axon Enterprise, and Tempus AI. 3. The Fund's largest purchase was TWFG, an insurance broker. 4. The Fund believes the bear market in small-cap growth stocks is ending. 5. The Fund expects small-cap growth stocks to outperform in the medium to long term.

1. Ryder System has significantly outperformed with a 115% increase in less than 24 months; 2. Despite strategic turnaround and strong KPIs, the stock is now fairly valued and recommended 'Hold'; 3. The recent M&As and improved financials are positives, but earnings volatility and high leverage are concerns.

1. SCHD has recently outperformed the S&P 500 with a 9% return in the past three months; 2. The recent 3-to-1 split can act as a strong near-term return catalyst for SCHD; 3. The fund currently offers robust profitability and growth potential at a discounted valuation.

1. Canadian equities experienced their best quarterly performance in over four years, outperforming the S&P 500 for the first time in seven quarters. 2. ClearBridge's Canadian Equity Strategy delivered strong absolute returns but underperformed the S&P/TSX benchmark due to sector exposures in industrials, financials, and consumer staples. 3. The strategy's overweight position in utilities and strong security selection in the sector contributed positively to performance.

1. The Schwab U.S. Dividend Equity ETF (SCHD) has been a solid choice for dividend investors but has underperformed the tech-heavy S&P 500 since 2020. 2. The iShares Core MSCI US Quality Dividend Index ETF is recommended for 2024 due to its lower volatility and sector concentration in defensive stocks. 3. XDU offers better risk-adjusted returns with financial screens and sector arrangement, possibly making it ideal for a lower inflation, deflationary environment.

➀ The semiconductor industry in China showed a mixed performance in the first half of 2024, with some companies achieving high growth and others facing significant losses. The industry was affected by macroeconomic conditions, global trade, and demand fluctuations. ➁ 40 out of 50 design companies listed on the Science and Technology Innovation Board achieved revenue growth, and 40 of them turned a profit. The highest growth rate was seen in Yingji芯. ➂ In the Shenzhen Stock Exchange, 34 semiconductor companies reported a profit, with Unigroup Fuzhou achieving the highest profit growth. The market is slowly recovering, with the AI boom driving demand for logic and high-end storage products.

1. The Invesco S&P Ultra Dividend Revenue ETF (RDIV) underperforms in total return and lacks superior dividend growth compared to peers. 2. Its portfolio strategy focuses on companies with strong revenue but lacks meaningful technology exposure. 3. The fund's dividend yield of 3.7% is solid but not exceptional, and its dividend growth rate is slower than competitors like SCHD.

1. The large-cap S&P 500 and Russell 1000 have both risen more than 10% since the August 5th low. 2. Within the Russell 1000, the average stock is up 10% as well, indicating strong breadth. 3. There are 137 stocks in the Russell 1000 up more than 20% and 21 stocks up more than 40% since then.

1. Despite a significant premium over NAV, Main Street Capital has consistently outperformed the broader BDC market; 2. The Q2 2024 results show strong growth in investment income and NAV; 3. The company's conservative leverage profile and strong deal outlook mitigate the risk of falling yields.

1. Concord, Sony's multiplayer hero shooter, is estimated to have sold only around 25,000 copies; 2. The game has faced criticism and has a low player count, with only 82 active players on Steam; 3. Issues include low awareness, lack of a fan base, and inadequate marketing strategy.

1. The high dividend yield factor has shown significant improvement in relative performance in recent months. 2. VYM, a US large-cap value fund, continues to offer solid value with a mid-teens earnings multiple and strong diversification. 3. Despite historical weak seasonal trends in September, the fund maintains a bullish technical outlook with rising support and a generally bullish RSI momentum oscillator.

➀ LuxNet's revenue peaked in 2015 at 4.18 billion NTD during the GPON market's high period. ➁ The company experienced a decline in revenue due to the shrinking GPON market, reaching only 866 million NTD in 2021. ➂ Post-pandemic, LuxNet has seen a resurgence with the growth of the 400G and 800G markets in the data communication sector, achieving revenues of 1.32 billion NTD in 2022 and 2.96 billion NTD in 2023.

1. ClearBridge SMID Cap Growth Strategy underperformed its benchmark due to poor stock selection in industrials. 2. Positive contributions came from financials, consumer staples, and IT sectors. 3. The strategy is finding opportunities in oversold companies with strong fundamentals.

1. Apple Vision Pro is predicted to struggle to reach half a million sales this year according to an industry tracker. 2. The slow start has led Apple to consider a budget version of the headset for next year. 3. The success of Vision Pro largely depends on the availability of local content as it expands to international markets.