What Makes TPG (TPG) a Compelling Bet?
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
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Badger Meter (BMI) Looks Attractive on Stable Demand and Advanced Infrastructure
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Investors’ Favour Strengthens Elevance Health’s (ELV) Rebound
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
UnitedHealth Group (UNH) Recovering from Overlooked to Recognized
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
World Cup Cross-Border Acceleration and AI Workforce Pivot Anchor Visa's Fiscal Q3 Beat
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Equifax (EFX) Looks Attractive Defying Mortgage Weakness and AI Fears
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Vulcan Value Partners’ Q2 2026 Investor Letter
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. Vulcan Value Partners prioritizes long-term returns and lower risk over short-term performance...
Definium Therapeutics (DFTX) Redefines Depression & Anxiety Treatment
Meridian Funds, managed by ArrowMark Partners, released its second-quarter 2026 investor letter for “Meridian Small Cap Growth Fund”. A copy of the letter can be downloaded here. The U.S.
The Coca-Cola Company: Volume Scale Beats CPG Stagflation as FIFA Activation Drives Guidance Upgrade
The Consumer Packaged Goods (CPG) industry is going through a major shift this year, with broad inflation-driven price hikes having reached their peak.
Hinge Health (HNGE) Rose with Expanding Client Base
Meridian Funds, managed by ArrowMark Partners, released its second-quarter 2026 investor letter for “Meridian Small Cap Growth Fund”. A copy of the letter can be downloaded here. The U.S.
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Tandem Diabetes Care (TNDM) Slid as Lower Beta Profile Lags in Risk On Market
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Meridian Small Cap Growth Fund’s Q2 2026 Investor Letter
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Investors' Confidence Boosted Hewlett Packard Enterprise Company (HPE)
Columbia Threadneedle Investments, an investment management company, released its “Columbia Seligman Global Technology Fund” second quarter 2026 investor letter.
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Columbia Threadneedle Investments, an investment management company, released its “Columbia Seligman Global Technology Fund” second quarter 2026 investor letter.
Fund's Missed Bet on Micron Technology (MU) Weighs on Performance
Columbia Threadneedle Investments, an investment management company, released its “Columbia Seligman Global Technology Fund” second quarter 2026 investor letter.
GoDaddy (GDDY) Fell on AI Disruption and Margin Concerns
Columbia Threadneedle Investments, an investment management company, released its “Columbia Seligman Global Technology Fund” second quarter 2026 investor letter.
Teradyne (TER) Rose on Semiconductor Test Recovery and Rising Chip Complexity
Columbia Threadneedle Investments, an investment management company, released its “Columbia Seligman Global Technology Fund” second quarter 2026 investor letter.
Intel Corporation (INTC) Rally Highlights the Fund's Missed CPU Bet
Columbia Threadneedle Investments, an investment management company, released its “Columbia Seligman Global Technology Fund” second quarter 2026 investor letter.
The Fund Missed Sandisk Corporation (SNDK) Rally Amid AI Tailwinds
Columbia Threadneedle Investments, an investment management company, released its “Columbia Seligman Global Technology Fund” second quarter 2026 investor letter.
Pfizer Inc. (PFE) vs. Eli Lilly and Company (LLY): The Growth vs. Value Play in Pharma
Pfizer (NYSE:PFE) and Eli Lilly and Company (NYSE:LLY) offer unique divergent investment opportunities in the pharmaceutical industry.
CBIZ Inc. (CBZ) Surges 17% on $5 Billion Grant Thornton Merger
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ExlService (EXL) Soars 17.88%, Wins Hedge Fund Confidence
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AI-Fueled Demand Signals a Bigger Opportunity for Bloom Energy (BE) Investors
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Here’s What Rising Defense Spending Means for Northrop Grumman (NOC)
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Anthropic's IPO Could Be a $240 Billion Moment for Amazon (AMZN)
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Why AMD (AMD) and Core Scientific (CORZ) Are Pairing AI Chips With Up to 2.5 Gigawatts
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