Here’s White Falcon Capital’s Investment Thesis for Perrigo Company plc (PRGO)
White Falcon Capital Management, an investment fund manager, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Author Archive - Soumya Eswaran
Here’s Why White Falcon Capital Added Vale S.A. (VALE) to its Portfolio
White Falcon Capital Management, an investment fund manager, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Is Endava plc (DAVA) Entering a Strong Growth Cycle?
White Falcon Capital Management, an investment fund manager, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Nu Holdings Ltd. (NU) Stock Corrected due to Brazil’s Macroeconomic Struggles
White Falcon Capital Management, an investment fund manager, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Advanced Micro Devices (AMD) Fell due to a Potential Shortfall in AI Chip Revenues
White Falcon Capital Management, an investment fund manager, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
What Makes EPAM Systems (EPAM) a Strong Investment?
White Falcon Capital Management, an investment fund manager, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
White Falcon Capital Management’s Q4 2024 Investor Letter
White Falcon Capital Management, an investment fund manager, released its fourth-quarter 2024 investor letter. It was a good year for the fund on an absolute basis.
Rising Equity Markets And Client Inflows Boosted Ameriprise Financial (AMP) in Q4
Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Strategy” fourth quarter 2024 investor letter. A copy of the letter can be...
Capital One Financial Corporation (COF) Surged on Likelihood of Closing Acquisition of Discover Financial Services in 2025
Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Strategy” fourth quarter 2024 investor letter. A copy of the letter can be...
Lennar Corporation (LEN) Slid on Higher Mortgage Rate
Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Strategy” fourth quarter 2024 investor letter. A copy of the letter can be...
Here’s Why Microchip Technology Incorporated (MCHP) Declined in Q4
Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Strategy” fourth quarter 2024 investor letter. A copy of the letter can be...
Aristotle Capital Value Equity Strategy’s Q4 2024 Investor Letter
Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Strategy” fourth quarter 2024 investor letter. The U.S.
Does AXON (AXON) Have a Long Runway for Growth?
Munro Partners, an investment management firm, released its "Munro Global Growth Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Broadcom (AVGO) Surged in Q4
Munro Partners, an investment management firm, released its "Munro Global Growth Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Vulcan Value Partners Sold its Stake in Live Nation Entertainment (LYV)
Investment management company Vulcan Value Partners recently released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Munro Global Growth Fund’s Q4 2024 Investor Letter
Munro Partners, an investment management firm, released its "Munro Global Growth Fund” fourth quarter 2024 investor letter.
What Makes Everest Group Ltd. (EG) a Promising Investment?
Investment management company Vulcan Value Partners recently released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
What Makes Medpace Holdings (MEDP) a Promising Investment?
Investment management company Vulcan Value Partners recently released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here are the Factors that Boosted Salesforce (CRM) in Q4
Investment management company Vulcan Value Partners recently released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Vulcan Value Partners Sold its Position in Smartrent (SMRT)
Investment management company Vulcan Value Partners recently released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Should You Invest in Fortune Brands Innovations (FBIN)?
Investment management company Vulcan Value Partners recently released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Is The Middleby Corporation (MIDD) Trading at a Discount?
Investment management company Vulcan Value Partners recently released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Vulcan Value Partners Sold InterContinental Hotels Group PLC (IHG)
Investment management company Vulcan Value Partners recently released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Is Qorvo (QRVO) an Attractive Investment?
Investment management company Vulcan Value Partners recently released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Do You Believe in the Growth Prospects of Rentokil Initial plc (RTO)?
Investment management company Vulcan Value Partners recently released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Should You Invest in Crown Holdings (CCK)?
Investment management company Vulcan Value Partners recently released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Vulcan Value Partners Sold KKR & Co (KKR) as it reached its Estimated Fair Value
Investment management company Vulcan Value Partners recently released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Amazon.com (AMZN) Surged on Solid Results
Investment management company Vulcan Value Partners recently released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Vulcan Value Partners Purchased UnitedHealth Group Incorporated (UNH)
Investment management company Vulcan Value Partners recently released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Does Elevance Health (ELV) Have a Promising Long-Term Outlook?
Investment management company Vulcan Value Partners recently released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s What Lifted The Carlyle Group (CG) in Q4
Investment management company Vulcan Value Partners recently released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Alphabet (GOOG) Rose as Google Revenue Surged 35% in Q4
Investment management company Vulcan Value Partners recently released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Vulcan Value Partners’ Q4 2024 Investor Letter
Investment management company Vulcan Value Partners recently released its fourth-quarter 2024 investor letter.
Here’s Why Constellation Energy Corp (CEG) Slid in Q4
Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” fourth quarter 2024 investor letter.
Is HEICO Corporation (HEI) Well Positioned for Long-Term Growth?
Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” fourth quarter 2024 investor letter.
Is Applovin Corp (APP) Experiencing a Positive Lifecycle Change?
Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” fourth quarter 2024 investor letter.
Here are Alger Mid Cap Focus Fund’s Views on Monolithic Power Systems (MPWR)
Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” fourth quarter 2024 investor letter.
Strong Results Lifted Axon Enterprise (AXON) in Q4
Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” fourth quarter 2024 investor letter.
Better Than Expected Results and Improved Guidance Lifted Palantir Technologies (PLTR)
Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” fourth quarter 2024 investor letter.
Alger Mid Cap Focus Fund’s Q4 2024 Investor Letter
Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” fourth quarter 2024 investor letter. U.S.
Uber Technologies (UBER) Slid on Autonomous Vehicle Fears
Investment advisory firm Ithaka Group released the “Ithaka US Growth Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Advanced Micro Devices (AMD) Sold Off in Q4 Despite Strong Earnings
Investment advisory firm Ithaka Group released the “Ithaka US Growth Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s What Lifted Palantir Technologies (PLTR) in Q4
Investment advisory firm Ithaka Group released the “Ithaka US Growth Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
ServiceNow (NOW) Surged on Improved Fundamental Performance and Growing Investor Optimism
Investment advisory firm Ithaka Group released the “Ithaka US Growth Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Amazon.com (AMZN) Rose on Strong Earnings
Investment advisory firm Ithaka Group released the “Ithaka US Growth Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why ASML Holding N.V. (ASML) Traded Lower in Q4
Investment advisory firm Ithaka Group released the “Ithaka US Growth Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Ithaka US Growth Strategy’s Q4 2024 Investor Letter
Investment advisory firm Ithaka Group released the “Ithaka US Growth Strategy” fourth-quarter 2024 investor letter.
Transmedics (TMDX) Fell on Investors’ Growing Concerns
Headwaters Capital Management, an investment management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Headwaters Capital Management Explained Past Bubble Illustrating Palantir Technologies (PLTR)
Headwaters Capital Management, an investment management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Headwaters Capital Management’s Top Contributor: Climb Global (CLMB)
Headwaters Capital Management, an investment management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
