Strong Power Demand Forecast Boosted GE Vernova (GEV)
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Mid Cap Growth Fund” third quarter 2024 investor letter.
Author Archive - Soumya Eswaran
Here’s Why DexCom (DXCM) Declined In Q3
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Mid Cap Growth Fund” third quarter 2024 investor letter.
Celsius Holdings (CELH) Slid as Revenues Fell Short Of Expectations
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Mid Cap Growth Fund” third quarter 2024 investor letter.
CrowdStrike Holdings (CRWD) Slipped in Q3 On a Faulty Configuration Update
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Mid Cap Growth Fund” third quarter 2024 investor letter.
Should You Hold Synopsys (SNPS)?
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Mid Cap Growth Fund” third quarter 2024 investor letter.
Entegris (ENTG) Fell due to Investors’ Concerns Over The Semiconductor Cycle
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Mid Cap Growth Fund” third quarter 2024 investor letter.
Carillon Eagle Mid Cap Growth Fund’s Q3 2024 Investor Letter
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Mid Cap Growth Fund” third quarter 2024 investor letter. Mid-cap stocks experienced...
Is Hallador Energy Company (HNRG) Poised To Benefit From Selling Power To AI Data Centers?
Apis Capital Advisors, an investment management company, released its “Apis Global Discovery Fund” third-quarter investor letter.
Talen Energy Corporation (TLN): Apis Global Discovery Fund’s Top Performer
Apis Capital Advisors, an investment management company, released its “Apis Global Discovery Fund” third-quarter investor letter.
Apis Global Discovery Fund’s Q3 2024 Investor Letter
Apis Capital Advisors, an investment management company, released its “Apis Global Discovery Fund” third-quarter investor letter.
Talen Energy Corporation (TLN) Stock Rose More than 150% YTD
Alluvial Capital Management, an investment advisory firm, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
FitLife Brands’s (FTLF) Focus on Online Business is Paying Off
Alluvial Capital Management, an investment advisory firm, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Alluvial Capital’s Update on Net Lease Office Properties (NLOP)
Alluvial Capital Management, an investment advisory firm, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Alluvial Capital Management’s Q3 2024 Investor Letter
Alluvial Capital Management, an investment advisory firm, released its third-quarter 2024 investor letter. The fund had a quiet third quarter rising 4.8%.
Should You Increase Your Holdings in Global Payments (GPN)?
Weitz Investment Management, an investment management firm, released its “Large Cap Equity Fund” third-quarter 2024 investor letter.
Here’s Why Weitz Large Cap Equity Fund Trimmed Charter Communications (CHTR)
Weitz Investment Management, an investment management firm, released its “Large Cap Equity Fund” third-quarter 2024 investor letter.
Weitz Investment Large Cap Equity Fund Added IDEX Corporation (IEX) As It Trades at a Discount To The Business Value Estimates
Weitz Investment Management, an investment management firm, released its “Large Cap Equity Fund” third-quarter 2024 investor letter.
Weitz Investment Management Large Cap Equity Fund’s Q3 2024 Investor Letter
Weitz Investment Management, an investment management firm, released its “Large Cap Equity Fund” third-quarter 2024 investor letter.
What Makes Sea Limited (SE) a Phenomenal Business?
SaltLight Capital, an investment management company, released its “SaltLight SNN Worldwide Flexible FR Fund” third quarter 2024 investor letter.
Will It Be Possible For Roblox Corporation (RBLX) To Retain Gamer Engagement?
SaltLight Capital, an investment management company, released its “SaltLight SNN Worldwide Flexible FR Fund” third quarter 2024 investor letter.
AppLovin Corporation (APP) Has Been a Standout Performer Of SaltLight Capital in Q3
SaltLight Capital, an investment management company, released its “SaltLight SNN Worldwide Flexible FR Fund” third quarter 2024 investor letter.
SaltLight Capital Management’s Q3 2024 Investor Letter
SaltLight Capital, an investment management company, released its “SaltLight SNN Worldwide Flexible FR Fund” third quarter 2024 investor letter.
Should You Sell European Wax Center (EWCZ)?
Baron Funds, an investment management company, released its “Baron Small Cap Fund” third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Does Gcm Grosvenor Inc (GCMG) Have a Resilient Earnings Model?
Baron Funds, an investment management company, released its “Baron Small Cap Fund” third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Baron Small Cap Fund Sold Endava Plc (DAVA) Due to Slow Demand
Baron Funds, an investment management company, released its “Baron Small Cap Fund” third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Baron Small Cap Fund Sold Loar Holdings (LOAR) After Over 150% Share Appreciation
Baron Funds, an investment management company, released its “Baron Small Cap Fund” third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Should You Retain Your Conviction in Icon Plc (ICLR)?
Baron Funds, an investment management company, released its “Baron Small Cap Fund” third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Baron Small Cap Fund Increased its Position in Ibotta (IBTA) on Dip
Baron Funds, an investment management company, released its “Baron Small Cap Fund” third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Vertiv Holdings Co (VRT) Rebounded in Q3 on Investors’ Confidence
Baron Funds, an investment management company, released its “Baron Small Cap Fund” third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Will Baldwin Insurance Group (BWIN) Continue to Gain Market Share?
Baron Funds, an investment management company, released its “Baron Small Cap Fund” third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Baron Small Cap Fund’s Q3 2024 Investor Letter
Baron Funds, an investment management company, released its “Baron Small Cap Fund” third-quarter 2024 investor letter.
Meta Platforms (META) Rose as its Results Beat Estimates
Fred Alger Management, an investment management company, released its “Alger Spectra Fund” third quarter 2024 investor letter. A copy of the letter can be downloaded here.
Microsoft (MSFT) Corporation Fell as its Azure Cloud Segment’s Revenue Fell Short Of Expectations
Fred Alger Management, an investment management company, released its “Alger Spectra Fund” third quarter 2024 investor letter. A copy of the letter can be downloaded here.
Alphabet (GOOG) Detracted Despite Overall Positive Results
Fred Alger Management, an investment management company, released its “Alger Spectra Fund” third quarter 2024 investor letter. A copy of the letter can be downloaded here.
Several Tailwinds Lifted MercadoLibre (MELI) in Q3
Fred Alger Management, an investment management company, released its “Alger Spectra Fund” third quarter 2024 investor letter. A copy of the letter can be downloaded here.
Alger Spectra Fund’s Q3 2024 Investor Letter
Fred Alger Management, an investment management company, released its “Alger Spectra Fund” third quarter 2024 investor letter.
Will Exlservice Holdings (EXLS) Become A Leader In Data Services?
Polen Capital, an investment management company, released its “Polen Global SMID Company Growth” third quarter 2024 investor letter.
What Makes Tetra Tech Inc (TTEK) an Attractive Investment Opportunity?
Polen Capital, an investment management company, released its “Polen Global SMID Company Growth” third quarter 2024 investor letter.
Should You Sell Five Below (FIVE)?
Polen Capital, an investment management company, released its “Polen Global SMID Company Growth” third quarter 2024 investor letter.
Is Kinsale Capital Group (KNSL) a Uniquely Positioned Company in the Insurance Market?
Polen Capital, an investment management company, released its “Polen Global SMID Company Growth” third quarter 2024 investor letter.
Should You Invest in Topbuild Corp (BLD)?
Polen Capital, an investment management company, released its “Polen Global SMID Company Growth” third quarter 2024 investor letter.
Tencent Music Entertainment Group (TME) Shares Pulled Back After Strong Performance
Polen Capital, an investment management company, released its “Polen Global SMID Company Growth” third quarter 2024 investor letter.
Clearwater Analytics Holdings (CWAN) Surged After Reporting Record Results
Polen Capital, an investment management company, released its “Polen Global SMID Company Growth” third quarter 2024 investor letter.
Polen Capital Global SMID Company Growth Strategy’s Q3 2024 Investor Letter
Polen Capital, an investment management company, released its “Polen Global SMID Company Growth” third quarter 2024 investor letter.
Check Point Software Technologies Ltd. (CHKP) Rose on Solid Results
Ariel Investments, an investment management company, released its “Ariel Global Fund” third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
JD.com (JD) Surged on Improved Investor Confidence
Ariel Investments, an investment management company, released its “Ariel Global Fund” third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Is Western Alliance Bancorp (WAL) Poised For Future Growth?
Ariel Investments, an investment management company, released its “Ariel Global Fund” third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Stellantis N.V. (STLA) Slipped Due to Earnings Miss
Ariel Investments, an investment management company, released its “Ariel Global Fund” third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Do You Believe in the Upside Potential of Comerica Incorporated (CMA)?
Ariel Investments, an investment management company, released its “Ariel Global Fund” third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s What Drove Sanofi’s (SNY) Earnings
Ariel Investments, an investment management company, released its “Ariel Global Fund” third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
