Guardant Health (GH) Rose Following Several Positive News Reports
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Core Equity Strategy” first quarter 2025 investor letter.
Author Archive - Soumya Eswaran
Broadcom (AVGO) Fell Due to Investors’ Concerns
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Core Equity Strategy” first quarter 2025 investor letter.
ServiceNow (NOW) Declined as Guidance Fell Short of Expectations
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Core Equity Strategy” first quarter 2025 investor letter.
Aristotle Atlantic Core Equity Strategy’s Q1 2025 Investor Letter
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Core Equity Strategy” first quarter 2025 investor letter.
Upslope Capital Management Sold Charles River (CRL) Due to Thesis Break
Upslope Capital Management, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Upslope Capital Management Divested VF Corp (VFC) Due to Market Correction
Upslope Capital Management, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Upslope Capital Management Added MarketAxess (MKTX) to its Portfolio
Upslope Capital Management, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Teledyne Tech. (TDY): Upslope Capital Management’s Re-arm and Re-shore Category Stock
Upslope Capital Management, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Upslope Capital Management Exited its Stake in AptarGroup (ATR)
Upslope Capital Management, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Upslope Capital Management’s Q1 2025 Investor Letter
Upslope Capital Management, an investment management firm, released its first-quarter 2025 investor letter. The First quarter was challenging for the fund.
Here’s Merion Road Capital’s Investment Thesis for Butler National Corp (BUKS)
Merion Road Capital Management, an investment advisor, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Merion Road Capital Shared its Positive Outlook on Monarch Cement (MCEM)
Merion Road Capital Management, an investment advisor, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Merion Road Capital’s Views on Alphabet (GOOG)
Merion Road Capital Management, an investment advisor, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Merion Road Capital’s Q1 2025 Investor Letter
Merion Road Capital Management, an investment advisor, released its first-quarter 2025 investor letter.
Here are Ariel Appreciation Fund’s Updates on its New Addition Schlumberger NV (SLB)
Ariel Investments, an investment management company, released its “Ariel Appreciation Fund” first-quarter 2025 investor letter.
OneSpaWorld Holdings Ltd. (OSW) Traded Lower in Q1
Ariel Investments, an investment management company, released its “Ariel Appreciation Fund” first-quarter 2025 investor letter.
Norwegian Cruise Line Holdings Ltd. (NCLH) Declined on Investor Concerns Over New Cruise Tax
Ariel Investments, an investment management company, released its “Ariel Appreciation Fund” first-quarter 2025 investor letter.
Knowles Corporation (KN) Fell Following a Quarterly Earnings Miss
Ariel Investments, an investment management company, released its “Ariel Appreciation Fund” first-quarter 2025 investor letter.
Does Bio-Rad Laboratories (BIO) Offer a Solid Financial Profile?
Ariel Investments, an investment management company, released its “Ariel Appreciation Fund” first-quarter 2025 investor letter.
Solid Earnings Result Lifted ADT (ADT) in Q1
Ariel Investments, an investment management company, released its “Ariel Appreciation Fund” first-quarter 2025 investor letter.
Is Mattel (MAT) Stock Undervalued at Current Levels?
Ariel Investments, an investment management company, released its “Ariel Appreciation Fund” first-quarter 2025 investor letter.
Here’s Why Middleby Corporation (MIDD) Surged in Q1
Ariel Investments, an investment management company, released its “Ariel Appreciation Fund” first-quarter 2025 investor letter.
Ariel Investments Appreciation Fund’s Q1 2025 Investor Letter
Ariel Investments, an investment management company, released its “Ariel Appreciation Fund” first-quarter 2025 investor letter.
Is FirstCash Holdings (FCFS) Poised to Benefit From The Challenging Economy?
Heartland Advisors, an investment management company, released its “Heartland Value Plus Fund” first quarter 2025 investor letter.
Do You Think Gates Industrial Corporation plc (GTES) is an All-Weather Stock?
Heartland Advisors, an investment management company, released its “Heartland Value Plus Fund” first quarter 2025 investor letter.
Will The Hanover Insurance Group’s (THG) Positive Initiatives Drive Success?
Heartland Advisors, an investment management company, released its “Heartland Value Plus Fund” first quarter 2025 investor letter.
Heartland Advisors Value Plus Fund’s Q1 2025 Investor Letter
Heartland Advisors, an investment management company, released its “Heartland Value Plus Fund” first quarter 2025 investor letter.
Is Perrigo Co. PLC (PRGO) an Economically Resilient Company?
Heartland Advisors, an investment management company, released its “Heartland Mid Cap Value Fund” first quarter 2025 investor letter.
What Makes Teledyne Technologies (TDY) a Strong Investment?
Heartland Advisors, an investment management company, released its “Heartland Mid Cap Value Fund” first quarter 2025 investor letter.
The Middleby Corporation (MIDD) Rose Following Garden Investments’ Stock Purchase
Heartland Advisors, an investment management company, released its “Heartland Mid Cap Value Fund” first quarter 2025 investor letter.
Heartland Mid Cap Value Fund’s Q1 2025 Investor Letter
Heartland Advisors, an investment management company, released its “Heartland Mid Cap Value Fund” first quarter 2025 investor letter.
IAC (IAC) Turned out to be Longleaf Partners Fund’s Top Contributor in Q1
Longleaf Partners, managed by Southeastern Asset Management, released its “Partners Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Longleaf Partners Fund Exited RTX Corporation (RTX) at a Gain
Longleaf Partners, managed by Southeastern Asset Management, released its “Partners Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Mattel (MAT) Surged on Robust Results
Longleaf Partners, managed by Southeastern Asset Management, released its “Partners Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here are the Key Factors that Weighed on PVH Corp. (PVH) Stock Price
Longleaf Partners, managed by Southeastern Asset Management, released its “Partners Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
FedEx Corporation (FDX) Fell in Q1 due to Macro Headwinds
Longleaf Partners, managed by Southeastern Asset Management, released its “Partners Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Longleaf Partners Fund Believes PayPal Holdings (PYPL) Has a Compelling Path Forward
Longleaf Partners, managed by Southeastern Asset Management, released its “Partners Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why CNX Resources Corporation (CNX) Traded Lower in Q1
Longleaf Partners, managed by Southeastern Asset Management, released its “Partners Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Should You be Optimistic on Bio-Rad Laboratories’s (BIO) Outlook?
Longleaf Partners, managed by Southeastern Asset Management, released its “Partners Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Albertsons Companies (ACI) Stood Out as a Stable Business Despite Market Volatility
Longleaf Partners, managed by Southeastern Asset Management, released its “Partners Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Longleaf Partners Fund’s Q1 2025 Investor Letter
Longleaf Partners, managed by Southeastern Asset Management, released its “Partners Fund” first quarter 2025 investor letter.
Globant SA (GLOB) Fell on Mixed Results and Softer Guidance
Wasatch Global Investors, an asset management company, released its “Wasatch Small Cap Growth Strategy” first-quarter 2025 investor letter.
Solid Fundamentals Boosted Dutch Bros. (BROS) in Q1
Wasatch Global Investors, an asset management company, released its “Wasatch Small Cap Growth Strategy” first-quarter 2025 investor letter.
RBC Bearings (RBC) Surged on Strong Financial Results
Wasatch Global Investors, an asset management company, released its “Wasatch Small Cap Growth Strategy” first-quarter 2025 investor letter.
Do You Believe in the Growth Prospects of Freshpet (FRPT)?
Wasatch Global Investors, an asset management company, released its “Wasatch Small Cap Growth Strategy” first-quarter 2025 investor letter.
Wasatch Small Cap Growth Strategy Expects Stronger Earnings Boost From Agilysys’ (AGYS) Software Business
Wasatch Global Investors, an asset management company, released its “Wasatch Small Cap Growth Strategy” first-quarter 2025 investor letter.
Wasatch Global Investors Small Cap Growth Strategy’s Q1 2025 Investor Letter
Wasatch Global Investors, an asset management company, released its “Wasatch Small Cap Growth Strategy” first-quarter 2025 investor letter. U.S.
Giverny Capital Asset Management Added Arista Networks Inc (ANET) on a Dip
Giverny Capital Asset Management, LLC, an investment management company, recently published its first-quarter 2025 investor letter.
What Makes AAON (AAON) an Investment Bet?
Giverny Capital Asset Management, LLC, an investment management company, recently published its first-quarter 2025 investor letter.
Here’s Why Giverny Capital Asset Management Exited its Position in Five Below (FIVE)
Giverny Capital Asset Management, LLC, an investment management company, recently published its first-quarter 2025 investor letter.
