Celgene (CELG): Here Is What Wedgewood Thinks About Bristol-Meyers Deal
Missouri-based investment firm Wedgewood Partners discussed some high-profile companies in its Q4 investor letter – you can download a copy here.
Author Archive - M.Nadeem
Wedgewood Expects Charles Schwab (NYSE: SCHW) to “Produce Above-Market Growth”
Missouri-based investment firm Wedgewood Partners said in its Q4 investor letter – you can download a copy here – that Charles Schwab (NYSE: SCHW) could produce above-market...
Apple (AAPL) Has ‘Solid Strategy For Growth Over Next Several Years’: Wedgewood
Wedgewood Partners recently published its Q4 investor letter to discuss its performance during the quarter – you can download a copy here.
Wedgewood Partners Q4’18 Investor Letter
The firm’s Composite fell 15.17% (net-of-fees) during the fourth quarter of 2018.
Why Blue Hawk Bullish On Tripadvisor Inc (NASDAQ: TRIP)
Blue Hawk Investment Group, which manages long-short fund Blue Hawk Fundamental Growth Fund, discussed its investment thesis on Tripadvisor Inc (NASDAQ: TRIP) in Q2 investor letter...
Electronic Arts (EA) Shares Could Hit $170 Within a Year: Blue Hawk
Blue Hawk Investment Group, which manages long-short fund Blue Hawk Fundamental Growth Fund, recently published its Q2 investor letter – you can download a copy here.
Yelp Inc (YELP) Has Opportunity For Revenue Growth and Multiple Expansion: Greenhaven
Greenhaven Road Capital is bullish on Yelp Inc (NYSE: YELP), a local-search service offering hundreds of user-generated reviews of local businesses on its site.
Blue Hawk Q2 2018 Investor Letter
Blue Hawk Fundamental Growth Fund, managed by Jake DuBois, is a long-short fund that seeks to provide an alternative stream of attractive risk adjusted returns.
Greenlight Capital Q2’18 Investor Letter
The hedge funds says that it "had another difficult quarter and lost an additional (5.4)%, bringing the funds’ year-to-date loss to 18.3%.
Ashford Inc (AINC) Could Double Share Price By Addressing Certain Concerns: Greenhaven
In Q2 investor letter, Greenhaven Road Capital discussed Ashford Inc (NYSEAMERICAN: AINC) as well as other companies – we’ve already covered the hedge fund’s investment ...
Here’s What Greenhaven Say About Etsy Price Hike, Envirostar Acquisitions Pace
In its Q2 investor letter, Greenhaven Road Capital talked about both Etsy Inc (NASDAQ: ETSY) and Envirostar Inc (NYSEAMERICAN: EVI).
Tripadvisor Inc (TRIP): Why Greenhaven Bullish On Online Travel Research Firm
Greenhaven Road Capital recently released its Q2 investor letter in which the hedge fund discussed its performance and top positions in the second quarter.
Fiat Chrysler Automobiles (FCAU): What Greenhaven Say About Magnetti Morelli Sale
Greenhaven Road Capital recently published its Q2 investor letter to discuss its performance and top positions in the second quarter of 2018.
Here’s What Polen Capital Say About Oracle Corp. (ORCL)’s Move to Cloud
Polen Capital discussed Oracle Corporation (NYSE: ORCL) and other companies in its Q2 investor letter – you can download a copy here.
Here Is What Polen Capital Thinks About Starbucks Corp. (NASDAQ: SBUX)
Polen Capital recently published its Q2 investor letter – you can download a copy here.
Greenhaven Road Capital Q2 Investor Letter
Greenhaven Road Capital recently released its Q2 investor letter (you can down a copy below).
Charter Communications Has Compelling Investment Case: Weitz
Weitz Investment Management believes that Charter Communications Inc (NASDAQ: CHTR) has a compelling investment case.
Why Polen Capital Crazy About Align Technology (ALGN) and Adobe Systems (ADBE)
Polen Capital is bullish on both Adobe Systems Incorporated (NASDAQ: ADBE) and Align Technology, Inc. (NASDAQ: ALGN).
Why RiverPark Betting Big On EXACT Sciences (NASDAQ: EXAS)
RiverPark Large Growth Fund is bullish on EXACT Sciences Corporation (NASDAQ: EXAS), a molecular diagnostics firm focused on the early detection and prevention of colorectal cancer...
TD Ameritrade (AMTD): RiverPark Foresees Double-Digit Revenue and 20% Earnings Growth
In Q2'18 investor letter, RiverPark Large Growth Fund discussed TD Ameritrade Holding Corp. (NASDAQ: AMTD) and other companies.
Polen Capital’s Q2 Focus Growth Commentary
Polen Capital, a global investment manager, recently published the second-quarter 2018 focus growth strategy commentary.
eBay (NASDAQ: EBAY) Hasn’t Lost Momentum: RiverPark
eBay Inc (NASDAQ: EBAY) did not perform well on the share market during the second quarter of 2018 but still RiverPark Large Growth Fund is optimistic about the retailing giant...
RiverPark Says Adidas AG (ADS) Has Substantial Worldwide Secular Growth Potential
RiverPark Large Growth Fund is bullish on Adidas AG (ETR: ADS) which didn’t deliver a positive performance on the stock market during the second quarter of 2018, with shares...
Why RiverPark Sees Growth Potential in Northrop Grumman (NOC)
In its Q2'18 investor letter, the RiverPark Large Growth Fund discussed Northrop Grumman Corporation (NYSE: NOC) and other stocks.
Here Is What RiverPark Thinks About Dollar Tree (NASDAQ: DLTR)
Dollar Tree, Inc. (NASDAQ: DLTR) didn’t perform well during the second quarter but the RiverPark Large Growth Fund still sees a value in the stock.
Why RiverPark Bullish On EOG Resources (NYSE: EOG)
The RiverPark Large Growth Fund is bullish on EOG Resources Inc (NYSE: EOG) and the fund discussed its investment thesis on EOG in its Q2'18 investor letter.
CarMax (KMX) Is ‘Compelling and Profitable Unit Growth’ Story in U.S. Retail: RiverPark
RiverPark is bullish on CarMax, Inc (NYSE: KMX), which is the largest used-car retailer in the U.S.
RiverPark Sees ‘Extremely Bright’ Future For Align Technology (NASDAQ: ALGN)
The RiverPark Large Growth Fund discussed its investment thesis on Align Technology, Inc. (NASDAQ: ALGN) in its Q2'18 investor letter.
Why RiverPark Is Bullish On Amazon.com (NASDAQ: AMZN)
The RiverPark Large Growth Fund is bullish on Amazon.com, Inc. (NASDAQ: AMZN).
Why RiverPark Thinks Facebook, Inc. (NASDAQ: FB) Is Extremely Attractive Stock
RiverPark recently released its Large Growth Fund Q2'18 Investor Letter, discussing the fund’s second quarter performance as well as presenting its viewpoint on Facebook, Inc...
LKQ Corporation (LKQ): RiverPark Is Crazy About It
RiverPark recently released its Focused Value Fund’s Q2 investor letter in which it discussed its performance during the second quarter of 2018 as well as presented its viewpoint...
RiverPark Large Growth Fund Q2’18 Investor Letter
RiverPark recently published investor letters to discuss the performance of its funds – River Park Focused Value, River Park Growth Fund, River Park High Yield Fund, and River...
RiverPark Opens New Position in CIGNA Corp. (NYSE: CI)
RiverPark recently published its Focused Value Fund’s Q2 Investor Letter to discuss the performance of the fund’s during the second quarter of 2018 – you can download a ...
Why Mittleman Brothers Bullish On HC2 Holdings (HCHC)
New York-based Mittleman Brothers recently released its Q2 investor letter in which the firm discussed its investment thesis on HC2 Holdings Inc (NYSE: HCHC) and other companies...
RiverPark Focused Value Fund Q2’18 Investor Letter
RiverPark recently released investor letters to discuss the performance of its funds – River Park Focused Value, River Park Growth Fund, River Park High Yield Fund, and River...
Here’s What Mittleman Thinks About AMC Entertainment Holdings (AMC)
New York-based Mittleman Investment Management – which recently released its Q2 investor letter – is bullish on AMC Entertainment Holdings Inc (NYSE: AMC).
Maran Capital Sees Good Value in Clarus Corp (CLAR) Shares
Maran Capital, a Denver-based value-driven investment management firm led by Dan Roller, sees a good value in shares of Clarus Corp (NASDAQ: CLAR).
Mittleman Investment Management Q2 Investor Letter
New York-based Mittleman Investment Management recently released its Q2 investor letter - you can download a copy below.
Maran Capital Loves Spark Networks SE (LOV)
Maran Capital, a Denver-based value-driven investment management firm led by Dan Roller, recently published its Q2 investor letter – you can download a copy here.
Laughing Water Capital Sees Rimini Street (RMNI) As Undervalued
Rimini Street Inc (NASDAQ: RMNI) is a $342.10-million market cap provider of third-party enterprise software support services.
Why Laughing Water Capital Likes Camping World Holdings (NYSE: CWH)
Laughing Water Capital, led by Matthew Sweeney, added Camping World Holdings Inc (NYSE: CWH) to its portfolio during the second quarter of 2018.
Avid Bioservices (NASDAQ: CDMO) Remains Materially Undervalued: Laughing Water Capital
Laughing Water Capital, led by Matthew Sweeney, is bullish on Avid Bioservices Inc (NASDAQ: CDMO).
Maran Capital Q2 Investor Letter
"While my concentrated approach means that returns will be lumpy, I am encouraged by the fact that, in general, our holdings trade at large discounts to intrinsic value, and their...
Here’s What Laughing Water Capital Thinks About Fiat Chrysler Automobiles NV (FCAU)
Laughing Water Capital recently published its Q2 investor letter – you can download a copy here.
Laughing Water Capital Is Crazy About EZCORP Inc (EZPW)
Laughing Water Capital recently published its Q2 investor letter – you can download a copy here.
3Pea International (TPNL): Alta Fox Capital Sees 300% Upside
Alta Fox Capital, a long/short hedge fund based in Fort Worth, Texas, recently published its Q2 investor letter.
Laughing Water Capital Q2 Investor Letter
Laughing Water Capital recently published its Q2 investor letter – you can download a copy below.
Alta Fox Capital Q2 Investor Letter
Alta Fox Capital, a long/short hedge fund based in Fort Worth, Texas, recently published its Q2 investor letter – you can download a copy below.
In the second quarter, the Alta Fox Opportunities Fund LP was up 7.82% gross and 6.
Shares of “Fast-Growing” Paypal Holdings (PYPL) Could Hit $125: Third Point
Daniel Loeb’s Third Point recently published its Q2 investor letter in which the hedge fund revealed that it initiated a long position in Paypal Holdings Inc (NASDAQ: PYPL) ...
Third Point Q2 Investor Letter
New York based hedge fund Third Point released its Q2 investor letter at the end of the last month – you can download a copy below.
