Pinterest (PINS) Surged After Earnings Release
Columbia Threadneedle Investments, an investment management company, released its Columbia Contrarian Core Fund second quarter 2024 investor letter.
Author Archive - Soumya Eswaran
Here’s Why Apple (AAPL) Rose at the End of Q2
Columbia Threadneedle Investments, an investment management company, released its Columbia Contrarian Core Fund second quarter 2024 investor letter.
Block (SQ) Slid Due to Negative Investor Sentiment
Columbia Threadneedle Investments, an investment management company, released its Columbia Contrarian Core Fund second quarter 2024 investor letter.
Columbia Contrarian Core Fund’s Q2 2024 Investor Letter
Columbia Threadneedle Investments, an investment management company, released its "Columbia Contrarian Core Fund" second quarter 2024 investor letter.
What Makes Manhattan Associates (MANH) an Investment Choice?
Baird Equity Asset Management, an investment management company, released its “Baird Mid Cap Growth Equity Strategy” second quarter 2024 investor letter.
Does Dutch Bros (BROS) Have a Long Runway for Growth?
Baird Equity Asset Management, an investment management company, released its “Baird Mid Cap Growth Equity Strategy” second quarter 2024 investor letter.
Should You Consider Adding Texas Roadhouse (TXRH) to Your Portfolio?
Baird Equity Asset Management, an investment management company, released its “Baird Mid Cap Growth Equity Strategy” second quarter 2024 investor letter.
Should You Invest in Microchip Technology Incorporated (MCHP)?
Baird Equity Asset Management, an investment management company, released its “Baird Mid Cap Growth Equity Strategy” second quarter 2024 investor letter.
Greater-Than-Anticipated Operating Challenges Dragged Dollar Tree (DLTR) in Q2
Baird Equity Asset Management, an investment management company, released its “Baird Mid Cap Growth Equity Strategy” second quarter 2024 investor letter.
Reason to Invest in Vertiv Holdings (VRT)
Baird Equity Asset Management, an investment management company, released its “Baird Mid Cap Growth Equity Strategy” second quarter 2024 investor letter.
Five Below (FIVE) Delivered Disappointing Performance in Q2
Baird Equity Asset Management, an investment management company, released its “Baird Mid Cap Growth Equity Strategy” second quarter 2024 investor letter.
Baird Mid Cap Growth Equity Strategy’s Q2 2024 Investor Letter
Baird Equity Asset Management, an investment management company, released its “Baird Mid Cap Growth Equity Strategy” second quarter 2024 investor letter.
Are Concerns Relating to NICE Ltd. (NICE) Overblown?
Parnassus Investments, an investment management company, released the “Parnassus Value Equity Fund” second quarter 2024 investor letter.
Here’s Why Intel Corporation (INTC) Fell in Q2
Parnassus Investments, an investment management company, released the “Parnassus Value Equity Fund” second quarter 2024 investor letter.
Parnassus Value Equity Fund Sold Cisco Systems (CSCO) for More Attractive Opportunity
Parnassus Investments, an investment management company, released the “Parnassus Value Equity Fund” second quarter 2024 investor letter.
Align Technology (ALGN) Fell on Concerns Over Weakening Consumer Sentiment
Parnassus Investments, an investment management company, released the “Parnassus Value Equity Fund” second quarter 2024 investor letter.
Here’s Why Baxter International (BAX) Slid in Q2
Parnassus Investments, an investment management company, released the “Parnassus Value Equity Fund” second quarter 2024 investor letter.
Reasons to Invest in Broadcom (AVGO)
Parnassus Investments, an investment management company, released the “Parnassus Value Equity Fund” second quarter 2024 investor letter.
Investors’ Fears Weighed on Global Payments (GPN)
Parnassus Investments, an investment management company, released the “Parnassus Value Equity Fund” second quarter 2024 investor letter.
Brookfield Renewable Corporation (BEPC) Surged After Agreement with Microsoft for Expansion
Parnassus Investments, an investment management company, released the “Parnassus Value Equity Fund” second quarter 2024 investor letter.
Is Micron Technology (MU) Well-Positioned To Capitalize On The Demand For AI-Driven Memory?
Parnassus Investments, an investment management company, released the “Parnassus Value Equity Fund” second quarter 2024 investor letter.
Here’s What Lifted Oracle Corporation (ORCL) in Q2
Parnassus Investments, an investment management company, released the “Parnassus Value Equity Fund” second quarter 2024 investor letter.
Parnassus Investments Value Equity Fund’s Q2 2024 Investor Letter
Parnassus Investments, an investment management company, released the “Parnassus Value Equity Fund” second quarter 2024 investor letter.
Clearbridge Small Cap Value Strategy Discussed the Rising Risk from CEO Compensation, Referring Tesla (TSLA)
ClearBridge Investments, an investment management company, released its “ClearBridge Small Cap Value Strategy” second quarter 2024 investor letter.
Caterpillar (CAT) Fell Due to a Decline in Dealer Inventories
Diamond Hill Capital, an investment management company, released its “Large Cap Concentrated Strategy” second-quarter 2024 investor letter.
Here’s Why General Motors Company (GM) Rose in Q2
Diamond Hill Capital, an investment management company, released its “Large Cap Concentrated Strategy” second-quarter 2024 investor letter.
Should You Hold The Allstate Corporation (ALL)?
Diamond Hill Capital, an investment management company, released its “Large Cap Concentrated Strategy” second-quarter 2024 investor letter.
Do You Believe In The Home Depot’s (HD) Long-Term Growth Prospects?
Diamond Hill Capital, an investment management company, released its “Large Cap Concentrated Strategy” second-quarter 2024 investor letter.
Diamond Hill Capital Large Cap Concentrated Strategy’s Q2 2024 Investor Letter
Diamond Hill Capital, an investment management company, released its “Large Cap Concentrated Strategy” second-quarter 2024 investor letter.
Here’s Why Bank of America Corporation (BAC) Rose in Q2
Diamond Hill Capital, an investment management company, released its “Large Cap Strategy” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Extra Space Storage (EXR) Rose Along With Storage Companies
Diamond Hill Capital, an investment management company, released its “Large Cap Strategy” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
ConocoPhillips (COP) Fell Due to Lower Oil Prices
Diamond Hill Capital, an investment management company, released its “Large Cap Strategy” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Slower Consumer Spending Dragged Target Corporation (TGT) in Q2
Diamond Hill Capital, an investment management company, released its “Large Cap Strategy” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Robust Results Lifted Alphabet (GOOG) in Q2
Diamond Hill Capital, an investment management company, released its “Large Cap Strategy” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Diamond Hill Capital Large Cap Strategy’s Q2 2024 Investor Letter
Diamond Hill Capital, an investment management company, released its “Large Cap Strategy” second-quarter 2024 investor letter.
Does Ulta Beauty (ULTA) Have a Strong Position in the Beauty Market?
Diamond Hill Capital, an investment management company, released its “Long-Short Fund” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Should You Invest in Lamb Weston Holdings (LW)?
Diamond Hill Capital, an investment management company, released its “Long-Short Fund” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Taiwan Semiconductor Manufacturing Company Limited (TSM) Surged on Solid Demand
Diamond Hill Capital, an investment management company, released its “Long-Short Fund” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Diamond Hill Long-Short Fund Benefitted from its Short Position Alarm.com Holdings (ALRM)
Diamond Hill Capital, an investment management company, released its “Long-Short Fund” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Diamond Hill Long-Short Fund Initiated a Short Position in Deckers Outdoor Corporation (DECK)
Diamond Hill Capital, an investment management company, released its “Long-Short Fund” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
What Makes Doximity (DOCS) a Good Short Position?
Diamond Hill Capital, an investment management company, released its “Long-Short Fund” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Diamond Hill Long-Short Fund’s Short Position GameStop Corp. (GME) Detracted in Q2
Diamond Hill Capital, an investment management company, released its “Long-Short Fund” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Diamond Hill Long-Short Fund Profits from Short Position in WD-40 Company (WDFC) Following Disappointing Quarterly Earnings
Diamond Hill Capital, an investment management company, released its “Long-Short Fund” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Diamond Hill Capital Long-Short Fund’s Q2 2024 Investor Letter
Diamond Hill Capital, an investment management company, released its “Long-Short Fund” second-quarter 2024 investor letter.
Robust Quarterly Result Lifted Lantheus (LNTH) in Q2
ClearBridge Investments, an investment management company, released its “ClearBridge Small Cap Value Strategy” second quarter 2024 investor letter.
Does Corcept Therapeutics (CORT) Have a Long Runway for Growth?
ClearBridge Investments, an investment management company, released its “ClearBridge Small Cap Value Strategy” second quarter 2024 investor letter.
Here’s Why ClearBridge Small Cap Value Strategy Sold Unum Group (UNM)
ClearBridge Investments, an investment management company, released its “ClearBridge Small Cap Value Strategy” second quarter 2024 investor letter.
What Makes Criteo (CRTO) an Attractive Pick?
ClearBridge Investments, an investment management company, released its “ClearBridge Small Cap Value Strategy” second quarter 2024 investor letter.
Should You Invest in SkyWest (SKYW)?
ClearBridge Investments, an investment management company, released its “ClearBridge Small Cap Value Strategy” second quarter 2024 investor letter.
Here’s Why ClearBridge Small Cap Value Strategy Decided to Sell Forward Air (FWRD)
ClearBridge Investments, an investment management company, released its “ClearBridge Small Cap Value Strategy” second quarter 2024 investor letter.
