Should You Invest in Meta Platforms (META)?
Mar Vista Investment Partners, LLC, an investment management company, released the “Mar Vista Focus strategy” second quarter 2024 investor letter.
Author Archive - Soumya Eswaran
Here’s Why NIKE (NKE) Slid in Q2
Mar Vista Investment Partners, LLC, an investment management company, released the “Mar Vista Focus strategy” second quarter 2024 investor letter.
Reasons for the Performance of Microsoft Corporation (MSFT) in Q2
Mar Vista Investment Partners, LLC, an investment management company, released the “Mar Vista Focus strategy” second quarter 2024 investor letter.
Do You Believe in the Growth Potential of Salesforce (CRM)?
Mar Vista Investment Partners, LLC, an investment management company, released the “Mar Vista Focus strategy” second quarter 2024 investor letter.
Alphabet (GOOG) is Benefitting from a Rapidly Evolving AI-Driven Digital Environment
Mar Vista Investment Partners, LLC, an investment management company, released the “Mar Vista Focus strategy” second quarter 2024 investor letter.
AI Integration Lifted Apple (AAPL) in Q2
Mar Vista Investment Partners, LLC, an investment management company, released the “Mar Vista Focus strategy” second quarter 2024 investor letter.
The Walt Disney Company (DIS) Declined Despite Exceeding Earnings Guidance
Mar Vista Investment Partners, LLC, an investment management company, released the “Mar Vista Focus strategy” second quarter 2024 investor letter.
Mar Vista Focus Strategy’s Q2 2024 Investor Letter
Mar Vista Investment Partners, LLC, an investment management company, released the “Mar Vista Focus strategy” second quarter 2024 investor letter.
Greenlight Capital Sold First Citizens BancShares (FCNCA) Due to High Valuation
Greenlight Capital, an investment management firm, released its second-quarter 2024 investor letter.
Greenlight Capital Sold Gulfport Energy Corporation (GPOR) on Share Price Appreciation
Greenlight Capital, an investment management firm, released its second-quarter 2024 investor letter.
Greenlight Capital Repurchased Capri Holdings (CPRI) in Q2
Greenlight Capital, an investment management firm, released its second-quarter 2024 investor letter.
CONSOL Energy (CEIX) Rebounded from its Lows
Greenlight Capital, an investment management firm, released its second-quarter 2024 investor letter.
Good Results Lifted Kyndryl Holdings (KD) in Q2
Greenlight Capital, an investment management firm, released its second-quarter 2024 investor letter.
Non-Recurring and Unexpected Losses Dragged Brighthouse Financial (BHF) in Q2
Greenlight Capital, an investment management firm, released its second-quarter 2024 investor letter.
HP (HPQ) Surged on Positive PC Sales after Seven Quarters of Decline
Greenlight Capital, an investment management firm, released its second-quarter 2024 investor letter.
ODP Corporation (ODP) Slid Following Disappointing Results
Greenlight Capital, an investment management firm, released its second-quarter 2024 investor letter.
Should You Sell NET Power (NPWR)?
Greenlight Capital, an investment management firm, released its second-quarter 2024 investor letter.
Here’s Why Alight (ALIT) Fell in Q2
Greenlight Capital, an investment management firm, released its second-quarter 2024 investor letter.
Greenlight Capital’s Q2 2024 Investor Letter
Greenlight Capital, an investment management firm, released its second-quarter 2024 investor letter.
Do You Believe in Intercontinental Exchange’s (ICE) Long-Term Potential for Value Creation?
Third Point Management, a New York-based investment advisor, released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
What Makes Corpay (CPAY) a Lucrative Investment?
Third Point Management, a New York-based investment advisor, released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Does Apple (AAPL) Have Significant Potential From Its AI Opportunity?
Third Point Management, a New York-based investment advisor, released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Third Point Management’s Q2 2024 Investor Letter
Third Point Management, a New York-based investment advisor, released its second-quarter 2024 investor letter.
What Makes Procore Technologies (PCOR) a Prospective Investment?
Baron Funds, an investment management company, released its “Baron Discovery Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Establishment Labs Holdings (ESTA) Rebounded in Q2
Baron Funds, an investment management company, released its “Baron Discovery Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
CareDx (CDNA) Surged Due to Positive Testing Volume Growth
Baron Funds, an investment management company, released its “Baron Discovery Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Nova Ltd. (NVMI) Rose on Expectation Over Solid Chip Growth
Baron Funds, an investment management company, released its “Baron Discovery Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
GitLab (GTLB) Fell Despite Raising Full-Year Revenue And Earnings Guidance
Baron Funds, an investment management company, released its “Baron Discovery Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Will SentinelOne (S) be Able to Grow its Revenue by 25%?
Baron Funds, an investment management company, released its “Baron Discovery Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Baron Discovery Fund Increased its Holdings in Veracyte (VCYT)
Baron Funds, an investment management company, released its “Baron Discovery Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Baron Discovery Fund Cashed Out on Astera Labs (ALAB) Amid AI Hype
Baron Funds, an investment management company, released its “Baron Discovery Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Repligen Corporation (RGEN) Benefitted From Drug Approval
Baron Funds, an investment management company, released its “Baron Discovery Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Should You Believe in the Growth Potential of Exact Sciences Corporation (EXAS)?
Baron Funds, an investment management company, released its “Baron Discovery Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Should You Invest in Integer Holdings Corporation (ITGR)?
Baron Funds, an investment management company, released its “Baron Discovery Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Silk Road Medical (SILK) was up 47.8% in Q2
Baron Funds, an investment management company, released its “Baron Discovery Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Couchbase (BASE) Detracted in Q2
Baron Funds, an investment management company, released its “Baron Discovery Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Should You Establish a Position in Inspire Medical Systems (INSP)?
Baron Funds, an investment management company, released its “Baron Discovery Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Strong Organic Growth Boosted Montrose Environmental Group (MEG) in Q2
Baron Funds, an investment management company, released its “Baron Discovery Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Multiple Factors Pulled Down Stevanato Group S.p.A. (STVN) Shares in Q2
Baron Funds, an investment management company, released its “Baron Discovery Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Floor & Decor Holdings (FND) Fell Due to a Decline in Housing Turnover
Baron Funds, an investment management company, released its “Baron Discovery Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Baron Discovery Fund’s Q2 2024 Investor Letter
Baron Funds, an investment management company, released its “Baron Discovery Fund” second quarter 2024 investor letter.
AstroNova (ALOT) Declined 20% in Q2
Atai Capital Management, an investment management firm, recently released its second-quarter 2024 investor letter.
Atai Capital Management’s Q2 2024 Investor Letter
Atai Capital Management, an investment management firm, recently released its second-quarter 2024 investor letter.
Is International Game Technology (IGT) Stock “Undervalued with a Catalyst”?
Silver Ring Value Partners, an investment management company, released its second-quarter 2024 investor letter. A copy of the same can be downloaded here.
Silver Ring Value Partners’ Q2 2024 Investor Letter
Silver Ring Value Partners, an investment management company, released its second-quarter 2024 investor letter.
United Bancorporation Of Alabama Inc (UBAB): Alluvial Capital Management’s Most Successful Bank Investment
Alluvial Capital Management, an investment advisory firm, released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Alluvial Capital Management View on Talen Energy Corporation (TLN)
Alluvial Capital Management, an investment advisory firm, released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Should You Hold Seneca Foods Corporation (SENEA)?
Alluvial Capital Management, an investment advisory firm, released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Net Lease Office Properties (NLOP) Continued its Performance in Q2
Alluvial Capital Management, an investment advisory firm, released its second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Alluvial Capital Management’s Q2 2024 Investor Letter
Alluvial Capital Management, an investment advisory firm, released its second-quarter 2024 investor letter.
