Avanos (AVNS) Declined due to Reduced Earnings Guidance
Rewey Asset Management, an investment management company, released its “RAM Smid Composite” fourth quarter 2024 investor letter.
Author Archive - Soumya Eswaran
What Makes Weatherford International plc (WFRD) a Prospective Investment?
Rewey Asset Management, an investment management company, released its “RAM Smid Composite” fourth quarter 2024 investor letter.
Rewey Asset Management’s Top 2024 Performer: Kyndryl (KD)
Rewey Asset Management, an investment management company, released its “RAM Smid Composite” fourth quarter 2024 investor letter.
Rewey Asset Management’s Q4 2024 Investor Letter
Rewey Asset Management, an investment management company, released its “RAM Smid Composite” fourth quarter 2024 investor letter.
Has Alluvial Capital Fund’s Investment Thesis on Garrett Motion (GTX) Borne Out?
Alluvial Capital Management, an investment advisory firm, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Alluvial Capital Fund Considers CBL & Associates Properties (CBL) as an Expression of its “Long-Term Commercial Property Recovery” Theme
Alluvial Capital Management, an investment advisory firm, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Alluvial Capital Fund’s Experience with Crawford United Corp (CRAWA)
Alluvial Capital Management, an investment advisory firm, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Net Lease Office Properties (NLOP): An Ongoing Liquidation Story
Alluvial Capital Management, an investment advisory firm, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Alluvial Capital Management’s Q4 2024 Investor Letter
Alluvial Capital Management, an investment advisory firm, released its fourth-quarter 2024 investor letter.
Rowan Street Capital’s Most Successful Investment: The Trade Desk (TTD)
Rowan Street Capital, an investment management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Spotify (SPOT) Achieved Exceptional Growth Over the Past 6 Years
Rowan Street Capital, an investment management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Will Shopify (SHOP) be Able to Grow Revenues And Gross Profits at Rates North Of 20% Annually?
Rowan Street Capital, an investment management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Rowan Street Capital’s Valuation on Meta Platforms (META)
Rowan Street Capital, an investment management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Rowan Street Capital’s Q4 2024 Investor Letter
Rowan Street Capital, an investment management company, released its fourth-quarter 2024 investor letter.
Arch Resources and CONSOL Energy Merged to form Core Natural Resources (CNR)
Black Bear Value Partners, an investment management firm, published its fourth-quarter 2024 investor letter.
Franklin Covey Co. (FC) Was Punished For Doing The Right Thing. Here’s Why
Greystone Capital Management, an investment management company, released its fourth-quarter 2024 investor letter. A copy of the same can be downloaded here.
Greystone Capital Management’s Learning from Missed Opportunities: Despegar.com, Corp. (DESP)
Greystone Capital Management, an investment management company, released its fourth-quarter 2024 investor letter. A copy of the same can be downloaded here.
Here’s Greystone Capital Management’s Investment Thesis for Natural Resource Partners (NRP)
Greystone Capital Management, an investment management company, released its fourth-quarter 2024 investor letter. A copy of the same can be downloaded here.
Bel Fuse (BELFB) is Undervalued Despite Increased Earnings Power
Greystone Capital Management, an investment management company, released its fourth-quarter 2024 investor letter. A copy of the same can be downloaded here.
Greystone Capital: Innovative Food Holdings (IVFH) has Drastically Improved its Future Earnings Power
Greystone Capital Management, an investment management company, released its fourth-quarter 2024 investor letter. A copy of the same can be downloaded here.
Greystone Capital’s Longest Tenured Holdings: Sylogist (SYZLF)
Greystone Capital Management, an investment management company, released its fourth-quarter 2024 investor letter. A copy of the same can be downloaded here.
Here’s What Lifted Limbach Holdings (LMB) in 2024
Greystone Capital Management, an investment management company, released its fourth-quarter 2024 investor letter. A copy of the same can be downloaded here.
Greystone Capital Management’s Q4 2024 Investor Letter
Greystone Capital Management, an investment management company, released its fourth-quarter 2024 investor letter.
Most Volatile Position of Massif Capital: Enovix (ENVX)
Massif Capital, an investment management company, released its “Massif Capital Real Assets Strategy” fourth quarter 2024 investor letter.
Massif Capital Real Assets Strategy’s Q4 2024 Investor Letter
Massif Capital, an investment management company, released its “Massif Capital Real Assets Strategy” fourth quarter 2024 investor letter.
Here’s What Happened with VF Corp (VFC) in 2024
Investment management company Curreen Capital released its fourth quarter 2024 Investor letter. A copy of the same can be downloaded here.
Advance Auto Parts (AAP) Dropped in 2024
Investment management company Curreen Capital released its fourth quarter 2024 Investor letter. A copy of the same can be downloaded here.
Here’s Why Curreen Capital Sold Jackson Financial (JXN)
Investment management company Curreen Capital released its fourth quarter 2024 Investor letter. A copy of the same can be downloaded here.
Should You be Confident in the Growth Prospects of Credit Acceptance (CACC)?
Investment management company Curreen Capital released its fourth quarter 2024 Investor letter. A copy of the same can be downloaded here.
Curreen Capital’s Q4 2024 Investor Letter
Investment management company Curreen Capital released its fourth quarter 2024 Investor letter.
Minot Light Capital’s Largest Performance Detractor in Q4: Journey Medical (DERM)
Minot Light Capital, an investment management firm, recently released its fourth-quarter 2024 investor letter. A copy of the same can be downloaded here.
Is MyTheresa (MYTE) Positioned to Become a Leading Curated Digital Platform?
Minot Light Capital, an investment management firm, recently released its fourth-quarter 2024 investor letter. A copy of the same can be downloaded here.
Minot Light Capital’s Q4 2024 Investor Letter
Minot Light Capital, an investment management firm, recently released its fourth-quarter 2024 investor letter.
Montrose Environmental Group (MEG) Declined on Multitude of Issues And Negative News Flow
Baron Funds, an investment management company, released its “Baron Discovery Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why CareDx (CDNA) Traded Lower in Q4
Baron Funds, an investment management company, released its “Baron Discovery Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Chart Industries (GTLS) Surged on Strong Financial Results
Baron Funds, an investment management company, released its “Baron Discovery Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s What Lifted Axon Enterprise (AXON) in Q4
Baron Funds, an investment management company, released its “Baron Discovery Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
What Makes The Macerich Company (MAC) a Competitive Bet?
Baron Funds, an investment management company, released its “Baron Discovery Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Should You Invest in ServiceTitan (TTAN)?
Baron Funds, an investment management company, released its “Baron Discovery Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
What Makes Independence Realty Trust (IRT) a Lucrative Investment?
Baron Funds, an investment management company, released its “Baron Discovery Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Baron Discovery Fund Trimmed its Position in Advanced Energy Industries (AEIS)
Baron Funds, an investment management company, released its “Baron Discovery Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Does Floor & Decor Holdings (FND) Have a Long Growth Runway?
Baron Funds, an investment management company, released its “Baron Discovery Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
PAR Technology Corporation (PAR) Continued to Deliver Strong Growth
Baron Funds, an investment management company, released its “Baron Discovery Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Baron Discovery Fund’s Q4 2024 Investor Letter
Baron Funds, an investment management company, released its “Baron Discovery Fund” fourth quarter 2024 investor letter.
Greenlight Capital Added Centene (CNC) on Dip
Greenlight Capital, an investment management firm, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Will CNH Industrial (CNH) Bounce Back?
Greenlight Capital, an investment management firm, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Should You Sell LivaNova PLC (LIVN)?
Greenlight Capital, an investment management firm, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Greenlight Capital Exited its Position in Tenet Healthcare Corporation (THC) in Q4
Greenlight Capital, an investment management firm, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Greenlight Capital Sold ODP Corporation (ODP) on Deterioration of Competitive Position
Greenlight Capital, an investment management firm, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Greenlight Capital’s Updates on Apple (AAPL)
Greenlight Capital, an investment management firm, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
