Generation Investment Management Global Equity: NVIDIA Corporation (NVDA) is an Earnings Juggernaut
Generation Investment Management, an investment management firm, released its “Global Equity Strategy” second quarter 2024 investor letter.
Author Archive - Soumya Eswaran
Generation Investment Management Global Equity Strategy’s Q2 2024 Investor Letter
Generation Investment Management, an investment management firm, released its “Global Equity Strategy” second quarter 2024 investor letter.
Should You Sell Nutrien Ltd. (NTR)?
Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” second quarter 2024 investor letter.
Here’s What Dragged Deere & Company (DE) in Q2
Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” second quarter 2024 investor letter.
Ball Corporation (BALL) Declined Despite Positive Financial Report
Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” second quarter 2024 investor letter.
Factors that Lifted Costco Wholesale Corporation (COST) in Q2
Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” second quarter 2024 investor letter.
Do You Believe In The Growth Prospects Of Verisk Analytics (VRSK)?
Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” second quarter 2024 investor letter.
Parnassus Investments Core Equity Fund’s Q2 2024 Investor Letter
Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” second quarter 2024 investor letter.
Align Technology (ALGN) Fell After Mixed Quarterly Earnings Report
Fidelity Investments, an investment management company, released its “Fidelity Growth Strategies Fund” second quarter 2024 investor letter.
Fidelity Growth Strategies Fund Trimmed Insulet Corporation (PODD) to Manage the Position Size
Fidelity Investments, an investment management company, released its “Fidelity Growth Strategies Fund” second quarter 2024 investor letter.
Not Holding Alnylam Pharmaceuticals (ALNY) Hurt Fidelity Growth Strategies Fund’s Performance
Fidelity Investments, an investment management company, released its “Fidelity Growth Strategies Fund” second quarter 2024 investor letter.
Negative Sentiments in the Segment Dragged Molina Healthcare (MOH)
Fidelity Investments, an investment management company, released its “Fidelity Growth Strategies Fund” second quarter 2024 investor letter.
Fidelity Growth Strategies Fund Gained from its Underweight Exposure in MongoDB (MDB)
Fidelity Investments, an investment management company, released its “Fidelity Growth Strategies Fund” second quarter 2024 investor letter.
Vistra Corp. (VST) Rose Due to Its Strong Position To Gain From The Buildout Of AI-Capable Data Centers
Fidelity Investments, an investment management company, released its “Fidelity Growth Strategies Fund” second quarter 2024 investor letter.
Fidelity Growth Strategies Fund’s Q2 2024 investor Letter
Fidelity Investments, an investment management company, released its “Fidelity Growth Strategies Fund” second quarter 2024 investor letter.
Boston Scientific Corporation (BSX) Surged on Excitement Over the Launch of its Ablation System
Janus Henderson Investors, an investment management company, released its “Janus Henderson Enterprise Fund” second quarter 2024 investor letter.
Janus Henderson Enterprise Fund Added J.B. Hunt Transport Services (JBHT) on Dip
Janus Henderson Investors, an investment management company, released its “Janus Henderson Enterprise Fund” second quarter 2024 investor letter.
Strong Results and Raised Guidance Pushed TransMedics Group (TMDX) in Q2
Janus Henderson Investors, an investment management company, released its “Janus Henderson Enterprise Fund” second quarter 2024 investor letter.
WEX (WEX) Slid on Competitive Pressure
Janus Henderson Investors, an investment management company, released its “Janus Henderson Enterprise Fund” second quarter 2024 investor letter.
Strong Market Position Led GoDaddy’s (GDDY) Double Digit Earnings Growth
Janus Henderson Investors, an investment management company, released its “Janus Henderson Enterprise Fund” second quarter 2024 investor letter.
Intel (INTC) Fell in Q2. Here’s Why
Columbia Threadneedle Investments, an investment management company released its “Columbia Threadneedle Global Technology Growth Strategy” second quarter 2024 investor letter...
Janus Henderson Enterprise Fund’s Q2 2024 Investor Letter
Janus Henderson Investors, an investment management company, released its “Janus Henderson Enterprise Fund” second quarter 2024 investor letter.
Salesforce (CRM) Faces Challenges as Shift in Strategy Continues
Columbia Threadneedle Investments, an investment management company released its “Columbia Threadneedle Global Technology Growth Strategy” second quarter 2024 investor letter...
Here’s What Lifted Broadcom (AVGO) in Q2
Columbia Threadneedle Investments, an investment management company released its “Columbia Threadneedle Global Technology Growth Strategy” second quarter 2024 investor letter...
Advanced Micro Devices (AMD) Stock Lagged as It Missed Elevated Expectations
Columbia Threadneedle Investments, an investment management company released its “Columbia Threadneedle Global Technology Growth Strategy” second quarter 2024 investor letter...
Columbia Threadneedle Global Technology Growth Strategy’s Q2 2024 Investor Letter
Columbia Threadneedle Investments, an investment management company released its “Columbia Threadneedle Global Technology Growth Strategy” second quarter 2024 investor letter...
Here’s What Led the Strong Earnings for Nova Ltd. (NVMI)
Invesco Distributors, Inc., an investment management firm, released its “Invesco Discovery Fund” second quarter 2024 investor letter.
Invesco Discovery Fund Exited its Position in GitLab (GTLB)
Invesco Distributors, Inc., an investment management firm, released its “Invesco Discovery Fund” second quarter 2024 investor letter.
Factors that Dragged H&E Equipment Services (HEES) in Q2
Invesco Distributors, Inc., an investment management firm, released its “Invesco Discovery Fund” second quarter 2024 investor letter.
Here’s Why Carpenter Technology Corporation (CRS) Rose in Q2
Invesco Distributors, Inc., an investment management firm, released its “Invesco Discovery Fund” second quarter 2024 investor letter.
Is SPX Technologies (SPXC) a Steady Compounder in the Industry?
Invesco Distributors, Inc., an investment management firm, released its “Invesco Discovery Fund” second quarter 2024 investor letter.
Invesco Discovery Fund’s Q2 2024 Investor Letter
Invesco Distributors, Inc., an investment management firm, released its “Invesco Discovery Fund” second quarter 2024 investor letter.
Should You Hold Norfolk Southern (NSC)?
ClearBridge Investments, an investment management company, released its “ClearBridge Global Infrastructure Value Strategy” second quarter 2024 investor letter.
CSX Corporation (CSX) Impacted by Loose Truck Market
ClearBridge Investments, an investment management company, released its “ClearBridge Global Infrastructure Value Strategy” second quarter 2024 investor letter.
Fund Manager Thinks NVIDIA Corporation (NVDA) “Is Unlikely to be Challenged for Many Years”
Columbia Threadneedle Investments, an investment management company, released its Columbia Contrarian Core Fund second quarter 2024 investor letter.
Public Services Enterprise Group (PEG) Rose on Potential Data Center Deal
ClearBridge Investments, an investment management company, released its “ClearBridge Global Infrastructure Value Strategy” second quarter 2024 investor letter.
Multiple Factors Lifted NextEra Energy (NEE) in Q2
ClearBridge Investments, an investment management company, released its “ClearBridge Global Infrastructure Value Strategy” second quarter 2024 investor letter.
ClearBridge Investments Global Infrastructure Value Strategy’s Q2 2024 Investor Letter
ClearBridge Investments, an investment management company, released its “ClearBridge Global Infrastructure Value Strategy” second quarter 2024 investor letter.
Here’s Why ClearBridge SMID Cap Growth Strategy Exited Stevanato (STVN)
ClearBridge Investments, an investment management company, released its “ClearBridge SMID Cap Growth Strategy” second quarter 2024 investor letter.
Should You Consider Adding Chewy (CHWY) to Your Portfolio?
ClearBridge Investments, an investment management company, released its “ClearBridge SMID Cap Growth Strategy” second quarter 2024 investor letter.
ClearBridge SMID Cap Growth Strategy’s Top Contributor: Monolithic Power Systems (MPWR)
ClearBridge Investments, an investment management company, released its “ClearBridge SMID Cap Growth Strategy” second quarter 2024 investor letter.
Casey’s General Stores (CASY) is Benefiting from its Aggressive Reinvestment
ClearBridge Investments, an investment management company, released its “ClearBridge SMID Cap Growth Strategy” second quarter 2024 investor letter.
BJ’s Wholesale Club (BJ) Continues to Surpass Expectations
ClearBridge Investments, an investment management company, released its “ClearBridge SMID Cap Growth Strategy” second quarter 2024 investor letter.
Here’s Why Lokey (HLI) Rose in Q2
ClearBridge Investments, an investment management company, released its “ClearBridge SMID Cap Growth Strategy” second quarter 2024 investor letter.
Shift4 Payments (FOUR) Surged after Increased Guidance
ClearBridge Investments, an investment management company, released its “ClearBridge SMID Cap Growth Strategy” second quarter 2024 investor letter.
Do You Believe in Rubrik’s (RBRK) Growth Prospects?
ClearBridge Investments, an investment management company, released its “ClearBridge SMID Cap Growth Strategy” second quarter 2024 investor letter.
Here’s How WillScot Mobile Mini (WSC) May Weather Near-Term Headwinds
ClearBridge Investments, an investment management company, released its “ClearBridge SMID Cap Growth Strategy” second quarter 2024 investor letter.
ClearBridge Investments SMID Cap Growth Strategy’s Q2 2024 Investor Letter
ClearBridge Investments, an investment management company, released its “ClearBridge SMID Cap Growth Strategy” second quarter 2024 investor letter.
Several Headwinds Pulled Back Coty (COTY) in Q2
Columbia Threadneedle Investments, an investment management company, released its Columbia Contrarian Core Fund second quarter 2024 investor letter.
Disappointing Earnings Dragged Sysco Corporation (SYY) in Q2
Columbia Threadneedle Investments, an investment management company, released its Columbia Contrarian Core Fund second quarter 2024 investor letter.
