Here’s What Lifted Vail Resorts (MTN) in Q4
Baron Funds, an investment management company, released its “Baron Asset Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Author Archive - Soumya Eswaran
Arch Capital Group Ltd. (ACGL) Slid due to Concerns Over a Looming Cyclical Slowdown
Baron Funds, an investment management company, released its “Baron Asset Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Mettler-Toledo International (MTD) Traded Down in Q4
Baron Funds, an investment management company, released its “Baron Asset Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
IDEXX Laboratories (IDXX) Fell Due to Weakening of Clinical Visits by Patients
Baron Funds, an investment management company, released its “Baron Asset Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Will Dayforce (DAY) be able to Sustain Recurring Revenue Growth of Around 20%?
Baron Funds, an investment management company, released its “Baron Asset Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Baron Asset Fund’s Q4 2024 Investor Letter
Baron Funds, an investment management company, released its “Baron Asset Fund” fourth quarter 2024 investor letter.
Here’s Why Smoak Capital Sold Most of its Fitlife Brands (FTLF) Investment
Smoak Capital Management, LLC, an investment management firm, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Smoak Capital Management’s Q4 2024 Investor Letter
Smoak Capital Management, LLC, an investment management firm, released its fourth quarter 2024 investor letter.
Here are Focus Capital Management’s Updates on Silicon Motion Technology Corporation (SIMO)
Focus Capital Management, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Burford Capital (BUR) Traded down in Q4 Despite Underlying Good News
Focus Capital Management, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Focus Capital Management’s Q4 2024 Investor Letter
Focus Capital Management, an investment management company, released its fourth quarter 2024 investor letter.
Here’s Why Lululemon Athletica (LULU) Surged in Q4
GreensKeeper Asset Management, an investment management company, released its fourth quarter investor letter. A copy of the letter can be downloaded here.
Will Hershey Company (HSY) Maintain its Leadership Position?
GreensKeeper Asset Management, an investment management company, released its fourth quarter investor letter. A copy of the letter can be downloaded here.
Good Execution and On-going Demand Lifted Graham Corporation (GHM) in Q4
Diamond Hill Capital, an investment management company, released its “Small Cap Fund” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Diamond Hill Capital Small Cap Fund’s Q4 2024 Investor Letter
Diamond Hill Capital, an investment management company, released its “Small Cap Fund” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
GreensKeeper Asset Management’s Q4 2024 Investor Letter
GreensKeeper Asset Management, an investment management company, released its fourth quarter investor letter.
Here’s Why Cal-Maine Foods (CALM) Shares Rose in Q4
Diamond Hill Capital, an investment management company, released its “Small Cap Fund” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Is Cimpress plc (CMPR) a Resilient Undervalued Business?
Diamond Hill Capital, an investment management company, released its “Small Cap Fund” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Brennan Asset Management’s Updates on Charter (CHTR)
Brennan Asset Management, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Is Arcos Dorados (ARCO) a Mispriced Stock?
Brennan Asset Management, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
What Makes Mesa Laboratories (MLAB) a Valuable Stock?
Diamond Hill Capital, an investment management company, released its “Small Cap Fund” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
What Makes Curbline Properties Corp. (CURB) an Attractive Investment Opportunity?
Diamond Hill Capital, an investment management company, released its “Small Cap Fund” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
What Makes FTAI Infrastructure (FIP) an Investment Bet?
Diamond Hill Capital, an investment management company, released its “Small Cap Fund” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Unfavorable Seasonal Weather Affected the Demand for Rocky Brands (RCKY)
Diamond Hill Capital, an investment management company, released its “Small Cap Fund” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s What Weighed on Red Rock Resorts (RRR)
Diamond Hill Capital, an investment management company, released its “Small Cap Fund” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Brennan Asset Management Increased its Stake in Compass Diversified (CODI)
Brennan Asset Management, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s What United States Lime & Minerals (USLM) Benefitted From in Q4
Diamond Hill Capital, an investment management company, released its “Small Cap Fund” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Allegiant Travel Company (ALGT) Rose as Concerns About the Company Moderated
Diamond Hill Capital, an investment management company, released its “Small Cap Fund” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Ashland (ASH) Slid due to Competitive Pressures
Diamond Hill Capital, an investment management company, released its “Small Cap Fund” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Astrana Health (ASTH) Fell on Market Skepticism on its Acquisition
Diamond Hill Capital, an investment management company, released its “Small Cap Fund” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Centrus Energy Corp. (LEU) Surged on Immense Power Needs from AI Data Centers
Diamond Hill Capital, an investment management company, released its “Small Cap Fund” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Brennan Asset Management: Millicom International Cellular S.A. (TIGO) Shares Continue to Look Materially Undervalued
Brennan Asset Management, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Brennan Asset Management Substantially Reduced Liberty Latin America Ltd. (LILAK) after Missed Targets
Brennan Asset Management, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Elevance Health (ELV) Slid in Q4
GreensKeeper Asset Management, an investment management company, released its fourth quarter investor letter. A copy of the letter can be downloaded here.
Brennan Asset Management’s Q4 2024 Investor Letter
Brennan Asset Management, an investment management company, released its fourth quarter 2024 investor letter.Approximately half of the US was thrilled with the election result...
Cognex Corp. (CGNX) Impacted by Challenged Customers’ Capital Spending
Conestoga Capital Advisors, an asset management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Conestoga Capital Advisors Sold Vail Resorts (MTN) Due to Slower Organic Earnings Growth Profile
Conestoga Capital Advisors, an asset management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
What Makes Procore Technologies (PCOR) an Attractive Investment?
Conestoga Capital Advisors, an asset management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Conestoga Capital Advisors Decided to Sell Hillman Solutions Corp. (HLMN)
Conestoga Capital Advisors, an asset management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s What Boosted Alpha Teknova (TKNO) in Q4
Conestoga Capital Advisors, an asset management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Olo (OLO) Rose on Strong Results
Conestoga Capital Advisors, an asset management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Universal Technical Institute (UTI) Surged on Election Results and Strong Quarterly Results
Conestoga Capital Advisors, an asset management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Montrose Environmental Group (MEG) Declined on Multiple Headwinds
Conestoga Capital Advisors, an asset management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Energy Recovery (ERII) Declined in Q4
Conestoga Capital Advisors, an asset management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Transcat (TRNS) Fell as its Results Fell Short of Expectations
Conestoga Capital Advisors, an asset management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
NV5 Global (NVEE) Slid on Lowered Full Year Guidance
Conestoga Capital Advisors, an asset management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Positive Momentum Lifted Fortinet (FTNT) in Q4
Conestoga Capital Advisors, an asset management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
What Makes N-able (NABL) a 100% Recurring Revenue Business?
Conestoga Capital Advisors, an asset management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
West Pharmaceutical Services (WST) Bounced Back in Q4
Conestoga Capital Advisors, an asset management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Planet Labs PBC (PL) Shares Rebounded in Q4
Conestoga Capital Advisors, an asset management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
