What Makes Krispy Kreme (DNUT) an Investment Pick?
White Brook Capital Partners, an investment management firm, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Author Archive - Soumya Eswaran
Builders First Source (BLDR) Recovered in Q3
White Brook Capital Partners, an investment management firm, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Should You Invest in Okta (OKTA)?
White Brook Capital Partners, an investment management firm, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Will Green Plains (GPRE) Management be Able to Sell the Company?
White Brook Capital Partners, an investment management firm, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why AFYA (AFYA) Lagged in Q3
White Brook Capital Partners, an investment management firm, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
White Brook Capital Believes that Wayfair (W) Will Thrive Regardless Of The Extent Of Tariffs
White Brook Capital Partners, an investment management firm, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
White Brook Capital Partners’ Q3 2024 Investor Letter
White Brook Capital Partners, an investment management firm, released its third-quarter 2024 investor letter.
Motorola Solutions (MSI) Benefitted From Robust Execution
Wedgewood Partners, an investment management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Alphabet (GOOG) Declined in Q3 Despite +15% Revenue Growth
Wedgewood Partners, an investment management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Edwards Lifesciences Corporation (EW) Detracted
Wedgewood Partners, an investment management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Should You Hold Microsoft Corporation (MSFT) for the Long Term?
Wedgewood Partners, an investment management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Copart (CPRT) Declined on Weak Earnings Report
Wedgewood Partners, an investment management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Investors Continued To Discount Apple’s (AAPL) Recently Unveiled AI Strategy Favourably
Wedgewood Partners, an investment management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
UnitedHealth Group Incorporated (UNH) Rebounded in Q3. Here’s Why
Wedgewood Partners, an investment management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
What Makes Meta Platforms (META) a Top Position in Wedgewood Partners’ Portfolio?
Wedgewood Partners, an investment management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Increased Transaction Margin Dollars And Ongoing Excellent Expense Discipline Lifted PayPal Holdings (PYPL) In Q3
Wedgewood Partners, an investment management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Wedgewood Partners’ Q3 2024 Investor Letter
Wedgewood Partners, an investment management company, released its third-quarter 2024 investor letter.
Should You Sell Your Holdings in Ryanair Holdings Plc (RYAAY)?
Greenlight Capital, an investment management firm, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Green Brick Partners (GRBK) Continued its Rally in Q3
Greenlight Capital, an investment management firm, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Greenlight Capital’s Q3 2024 Investor Letter
Greenlight Capital, an investment management firm, released its third-quarter 2024 investor letter.
Should You be Optimistic on Cinemark Holdings (CNK)?
Third Point Management, a New York-based investment advisor, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s How Verizon (VZ) Benefits from Acquisition
Third Point Management, a New York-based investment advisor, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s What Resulted In a Massive Rerating Of Lumen Technologies’ (LUMN) Debt And Equity
Third Point Management, a New York-based investment advisor, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Third Point Management’s Q3 2024 Investor Letter
Third Point Management, a New York-based investment advisor, released its third-quarter 2024 investor letter.
Here’s Pernas Research’s Investment Thesis for Upwork (UPWK)
Pernas Research LLC manages assets in the “Pernas Portfolio” released its third quarter 2024 investor letter. A copy of the letter can be downloaded here.
Pernas Research’s Q3 2024 Investor Letter
Pernas Research LLC manages assets in the “Pernas Portfolio” released its third quarter 2024 investor letter.
Multiple Tailwinds Lifted HEICO (HEI) in Q3
Conestoga Capital Advisors, an asset management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here are the Factors That Lifted Fortinet (FTNT) in Q3
Conestoga Capital Advisors, an asset management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Do You Believe in the Promising Growth Prospects of U.S. Physical Therapy (USPH)?
Conestoga Capital Advisors, an asset management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Roper Technologies (ROP) Reported an Uncharacteristic Revenue Miss in Q3
Conestoga Capital Advisors, an asset management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Pending Acquisition Dragged Ansys (ANSS) in Q3
Conestoga Capital Advisors, an asset management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Are the Challenges Faced by Procore Technologies (PCOR) Short-Term in Nature?
Conestoga Capital Advisors, an asset management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Copart (CPRT) Fell as Earnings Fell Short of Estimates
Conestoga Capital Advisors, an asset management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Tyler Technologies (TYL) Benefitted from its Conversion to a SaaS Provider
Conestoga Capital Advisors, an asset management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Do You Think Pool Corp.’s (POOL) Growth Trajectory Has Normalized?
Conestoga Capital Advisors, an asset management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Bowman Consulting Group, Ltd. (BWMN) Declined Despite Robust Civil Infrastructure Demand
Conestoga Capital Advisors, an asset management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Willdan Group’s (WLDN) Results Exceeded Expectations
Conestoga Capital Advisors, an asset management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Investors are Optimistic on Energy Recovering’s (ERII) Growth Prospects
Conestoga Capital Advisors, an asset management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Montrose Environmental Group (MEG) Sold Off Despite Strong Quarter
Conestoga Capital Advisors, an asset management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Several Factors Lifted Alpha Teknova (TKNO) in Q3
Conestoga Capital Advisors, an asset management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Conestoga Capital Lost Confidence in Five9 (FIVN) and Exited the Position
Conestoga Capital Advisors, an asset management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Axon Enterprise (AXON) Surged on Robust Demand
Conestoga Capital Advisors, an asset management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Cloud Transition Boosted Scale Benefits for Guidewire Software (GWRE)
Conestoga Capital Advisors, an asset management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
West Pharmaceuticals (WST) Fell Due to Industry Headwinds
Conestoga Capital Advisors, an asset management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Should You Hold Altair Engineering (ALTR)?
Conestoga Capital Advisors, an asset management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
MSA Safety (MSA) Slipped on Profit Taking
Conestoga Capital Advisors, an asset management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Cognex Corp. (CGNX) Fell on Disappointing Second Quarter Update
Conestoga Capital Advisors, an asset management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here are the Factors Driving The Vita Coco Co.’s (COCO) Growth
Conestoga Capital Advisors, an asset management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
What Makes Mama’s Creations (MAMA) a Good Investment Opportunity?
Conestoga Capital Advisors, an asset management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
First Service Corp. (FSV) Reported Increased Revenue and Raised Guidance
Conestoga Capital Advisors, an asset management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
