Here’s Why Edgemoor Loves Visa Inc (V) More Than MasterCard
Edgemoor Investment Advisors is bullish on Visa Inc (NYSE:V), which is one of the largest providers of electronic payment processing services in the world.
Author Archive - M.Nadeem
Alphabet Inc (GOOG) Looks “Attractive Long-Term Investment”: Edgemoor
Edgemoor Investment Advisors recently published its Q4 2017 investor letter in which the investment management firm shared its detailed analysis of three securities including ...
XPO Logistics Inc (XPO): Here’s Why Mar Vista Investment Partners Likes It
Mar Vista Investment Partners, a California-based minority-owned investment management firm, is bullish on XPO Logistics Inc (NYSE:XPO).
CarMax, Inc (KMX): Why Mar Vista Investment Partners Loves This Stock
Mar Vista Investment Partners is a California-based investment management firm that recently published its Q4 investor letter (you can download a copy here).
Edgemoor Investment Advisors Q4 Investor Letter
"2017 was a year of records in the U.S. stock market, as the S&P 500 and other major indexes hit new highs throughout the year.
Mar Vista Investment Partners Q4 Investor Letter
Los Angeles, California-based Mar Vista Investment Partners, a minority-owned investment management firm, recently released its Q4 investor letter – you can download a copy ...
Tencent Holdings Ltd (TCEHY) Still Looks Cheap: Saber Capital
Saber Capital is a big fan of Tencent Holdings Ltd (OTCMKTS:TCEHY), which was the third biggest contributor to investment firm’s performance during the last year.
Apple Inc. (AAPL): Here’s Why Saber Capital Crazy About It
Saber Capital is bullish on Apple Inc. (NASDAQ:AAPL), which currently occupies 28% of the investment firm’s portfolio.
Saber Capital 2017 Investor Letter
Saber Capital recently published its 2017 investor letter discussing the investment firm’s performance during the last year - you can download a copy of the letter below.
Fanhua Inc (ADR) (FANH): Lumiere Asia Foresees ‘Continued Strong Growth’
Lumiere Asia, an investment firm that focuses on companies that could benefit from the dynamic growth in the Asian markets, is bullish on China-based financial services firm ...
Lumiere Capital 2017 Investor Letter
Singapore-based Lumiere Capital, an investment management company focused on investing in undervalued stocks of companies that could benefit from the dynamic growth in Asian economies...
Atento SA (NYSE:ATTO): Here’s What Maran Capital Thinks About it
Maran Capital, a Denver, Colorado-based investment management firm, is bullish on Atento SA (NYSE:ATTO).
Turning Point Brands Inc (TPB): Here’s Why Maran Capital Loves It
Maran Capital, an investment management firm led by Dan Roller, has a bullish viewpoint on Turning Point Brands Inc (NYSE:TPB).
Clarus Corp (CLAR) Is Meaningfully Undervalued: Maran Capital
Maran Capital, a value-driven investment management firm led by Dan Roller, is bullish on Clarus Corp (NASDAQ:CLAR).
Maran Capital Q4 Investor Letter
In its Q4 investor letter (you can download a copy below), Maran Capital, a Denver-based value-driven investment management firm located founded by Dan Roller in 2015, reported...
Interactive Brokers Group, Inc. (IBKR): Greenhaven Road Capital Bullish On It
Greenhaven Road Capital is bullish on Interactive Brokers Group, Inc. (NASDAQ:IBKR), a Connecticut-based electronic brokerage firm.
Etsy Inc (NASDAQ:ETSY): Here’s Why Greenhaven Road Likes It
Greenhaven Road Capital recently published its Q4 Investor Letter (you can download a copy here).
Envirostar Inc (EVI): What Greenhaven Road Capital Thinks About It
Greenhaven Road Capital is bullish on Envirostar Inc (NYSEAMERICAN:EVI), a $398-million market cap company that distributes commercial laundry, dry cleaning equipment, and industrial...
Fiat Chrysler Automobiles NV (FCAU) Is Buy According to Greenhaven Road Capital
Fiat Chrysler Automobiles NV (NYSE:FCAU) delivered a solid performance in 2017, with the company's stock gaining more than 95%.
Greenhaven Road Capital Q4 Investor Letter
Greenhaven Road Capital recently released its Q4 investor letter (a copy of which can be downloaded below).
Iqvia Holdings Inc (IQV): Why RiverPark Loves This Health Care Services Company
RiverPark is bullish on Iqvia Holdings Inc (NYSE:IQV) in which the fund started a new position during the fourth quarter of 2017.
UnitedHealth Group Inc (UNH): Here’s Why RiverPark Bought Shares In Q4
RiverPark opened a small position in UnitedHealth Group Inc (NYSE:UNH) during the fourth quarter.
RiverPark Opens New Position in Northrop Grumman Corporation (NYSE:NOC)
RiverPark opened a new position in Northrop Grumman Corporation (NYSE:NOC) during the fourth quarter of 2017.
RiverPark Opens New Position in Cabot Oil & Gas Corporation (NYSE:COG)
RiverPark sees a value in investing in Cabot Oil & Gas Corporation (NYSE:COG) because the company has the ability to "return substantial excess cash to shareholders over the next...
CarMax, Inc (KMX) Is Compelling and Profitable Unit Growth Story: RiverPark
RiverPark Funds is bullish on CarMax, Inc (NYSE:KMX), an $11.65-billion market cap retailer of used vehicles.
Adobe Systems Incorporated (NASDAQ:ADBE): Here’s Why RiverPark Bullish On It
RiverPark Funds is bullish on Adobe Systems Incorporated (NASDAQ:ADBE) as the fund believes that the company could significantly benefit from the continued global expansion ...
Alliance Data Systems Corporation (ADS) Shares Could See Boost in 2018: RiverPark
RiverPark Funds recently published its Long/Short Opportunity Fund Q4 Investor Letter in which the fund discussed Alliance Data Systems Corporation (NYSE:ADS) and other companies...
Charles Schwab Corp (NYSE:SCHW): Here’s Why RiverPark Loves It
In its Long/Short Opportunity Fund Q4 Investor Letter, RiverPark Funds discussed a number companies including Charles Schwab Corp (NYSE:SCHW), one of the fund’s top contributors...
Amazon.com, Inc. (AMZN): RiverPark Is Crazy About It
RiverPark Funds is bullish on Amazon.com, Inc. (NASDAQ:AMZN), which is the largest Internet retailer in the world in terms of revenue and market capitalization.
Dollar Tree, Inc. (DLTR) Is Amazon-Proof Company: RiverPark Funds
New York-based RiverPark Funds is bullish on Dollar Tree, Inc. (NASDAQ:DLTR), which operates discount variety stores in the United States and Canada.
RiverPark Long/Short Opportunity Fund Q4 Investor Letter
RiverPark recently published investor letters to discuss the performance of its funds for the fourth quarter and the full-year 2017.
Playa Hotels & Resorts NV (PLYA): Dane Capital Sees Strong Long-Term Growth
Dane Capital sees a strong long-term growth for Playa Hotels & Resorts NV (NASDAQ:PLYA), a $1.7-billion market cap operator of hotels and resorts.
Limbach Holdings, Inc. (LMB): Dane Capital Expects ‘Significant Upside’ to Shares In 2018
Dane Capital Management recently published its Q4 investor letter in which the fund discussed its investment thesis on Limbach Holdings, Inc.
Tidewater Inc. (TDW): Why Third Avenue Management Likes It
Third Avenue Management is bullish on Tidewater Inc.
Aspen Insurance Holdings Limited (AHL): Here’s Why Third Avenue Bought Shares
Third Avenue Management added Aspen Insurance Holdings Limited (NYSE:AHL) to its portfolio during the fourth quarter as part of its small cap investment strategy.
Why Upslope Capital Is Bullish On Bemis Company, Inc. (BMS)
Upslope Capital is bullish on Bemis Company, Inc. (NYSE:BMS), a manufacturer of packaging products headquartered in Neenah, Wisconsin.
Upslope Capital Opens Short Position In Crown Holdings, Inc. (CCK)
Upslope Capital recently published its Q4 investor letter in which the investment firm discussed important changes to its portfolio positions during the quarter.
Top Performing Fund Goes Short On Sanderson Farms, Inc. (SAFM)
Wolf Hill Capital is bearish on Sanderson Farms, Inc. (NASDAQ:SAFM), the third-largest domestic poultry producer in the United States.
Yatra Online Inc (YTRA) Has ‘Excellent Fundamentals’: Dane Capital
Dane Capital Management is bullish on Yatra Online Inc (NASDAQ:YTRA), a $248.78-million market cap consumer travel platform and online travel agent in India.
AgroFresh Solutions Inc (AGFS): What Dane Capital Thinks About It
Dane Capital Management sees a value in AgroFresh Solutions Inc (NASDAQ:AGFS), a $374-million market cap agricultural technology company that provides produce freshness solutions...
Dane Capital Q4 Investor Letter
Dane Capital Management, which focuses on value and special situations investments, recently published its Q4 investor letter – you can download copy below.
Why Third Avenue Management Loves Five Point Holdings LLC (NYSE:FPH)
Five Point Holdings LLC (NYSE:FPH) is an $801.38-million market cap company that develops mixed-use, planned communities in coastal California.
Third Avenue Q4 Small Cap Investor Letter
The Small Cap Value Fund rose 1.62% during the fourth quarter and 8.86% in 2017.
Upslope Capital Q4 Investor Letter
Upslope Capital Management, an investment management firm based in Denver, Colorado, recently published its fourth quarter 2017 investor letter.
Here Is Why Wolf Hill Capital Sees Value In Aimia Inc (AIM)
Wolf Hill Capital sees a value in Aimia Inc (TSE:AIM), a $406.66-million market cap marketing and loyalty analytics company based in Quebec, Canada.
Why Wolf Hill Capital Crazy About Knight Therapeutics Inc (GUD)
Wolf Hill Capital recently published its Q4 investor letter, discussing its investment thesis on Knight Therapeutics Inc (TSE:GUD) and other companies.
Constellium NV (CSTM): Why Wolf Hill Capital Loves This Aluminum Stock
Wolf Hill Capital is bullish on Constellium NV (NYSE:CSTM), a Netherlands-based developer of aluminum products.
Archrock Partners LP (APLP): Wolf Hill Sees ‘Substantial Upside’ For Combined Company
Wolf Hill Capital recently published its Q4 investor letter in which the fund discussed Archrock Partners LP (NASDAQ:APLP), Constellium and other companies.
Wolf Hill Capital Q4 Investor Letter
Wolf Hill Capital reported net returns of 1.06% in the fourth quarter, compared to total returns of 6.64% for the S&P 500 over the same period.
General Motors Company (GM) Is Significantly Undervalued: Greenlight Capital
Greenlight Capital, a New-York based hedge fund founded by David Einhorn in 1996, is bullish on General Motors Company (NYSE:GM), which gained more than 17% last year.
