Exciting Growth Potential Ahead for Tempus AI (TEM)
Baron Funds, an investment management company, released its “Baron Discovery Fund” third quarter 2024 investor letter. A copy of the letter can be downloaded here.
Author Archive - Soumya Eswaran
Baron Discovery Fund’s Q3 2024 Investor Letter
Baron Funds, an investment management company, released its “Baron Discovery Fund” third quarter 2024 investor letter.
Here are the Factors That Dragged Lamb Weston Holdings (LW) Down
The London Company, an investment management company, released “The London Company Mid Cap Strategy” third quarter 2024 investor letter.
Dollar Tree (DLTR) Fell on Reduced EPS Guidance
The London Company, an investment management company, released “The London Company Mid Cap Strategy” third quarter 2024 investor letter.
Here’s What Lifted Allison Transmission Holdings (ALSN) in Q3
The London Company, an investment management company, released “The London Company Mid Cap Strategy” third quarter 2024 investor letter.
What Makes CBRE Group (CBRE) an Attractive Investment?
The London Company, an investment management company, released “The London Company Mid Cap Strategy” third quarter 2024 investor letter.
Should You Hold Entegris (ENTG)?
The London Company, an investment management company, released “The London Company Mid Cap Strategy” third quarter 2024 investor letter.
Pool Corporation (POOL) Outperformed Despite Challenges
The London Company, an investment management company, released “The London Company Mid Cap Strategy” third quarter 2024 investor letter.
The London Company Mid Cap Strategy’s Q3 2024 Investor Letter
The London Company, an investment management company, released “The London Company Mid Cap Strategy” third quarter 2024 investor letter. U.S.
Is Seaport Entertainment (SEG) an Attractively Valued Stock?
Plural Investing LLC, an investment advisor, released its Q3 2024 “Plural Partners Fund L.P” investor letter. A copy of the letter can be downloaded here.
Plural Investing’s Q3 2024 Investor Letter
Plural Investing LLC, an investment advisor, released its Q3 2024 “Plural Partners Fund L.P” investor letter.
Will Chain Bridge Bancorp (CBNA) Provide an Attractive Risk/Reward At The Current Share Price?
Gator Capital Management, an asset management company, recently released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Gator Capital Management’s Q3 2024 Investor Letter
Gator Capital Management, an asset management company, recently released its third-quarter 2024 investor letter.
Here’s Why Pro-Dex (PDEX) Was Positively Meaningful To Long Cast Advisors’ Returns
Long Cast Advisers, an investment management firm, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’re Some Updates on CoreCard Corporation (CCRD)
Long Cast Advisers, an investment management firm, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
SenesTech (SNES): Why Small Positions May Not Be the Safe Bet You Think
Long Cast Advisers, an investment management firm, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Long Cast Advisers’ Q3 2024 Investor Letter
Long Cast Advisers, an investment management firm, released its third-quarter 2024 investor letter.
Here’s Why You Should Consider Investing in Chubb Limited (CB)
The London Company, an investment management company, released “The London Company Large Cap Strategy” third quarter 2024 investor letter.
Here’s Why The London Company Large Cap Strategy Sold Cisco Systems (CSCO)
The London Company, an investment management company, released “The London Company Large Cap Strategy” third quarter 2024 investor letter.
Here’s Why Alphabet (GOOG) Underperformed the Broader Market
The London Company, an investment management company, released “The London Company Large Cap Strategy” third quarter 2024 investor letter.
FedEx Corporation (FDX) Fell on Post Earnings Swoon
The London Company, an investment management company, released “The London Company Large Cap Strategy” third quarter 2024 investor letter.
Do You Believe in the Sustainable Earnings Growth of The Charles Schwab Corporation (SCHW)?
The London Company, an investment management company, released “The London Company Large Cap Strategy” third quarter 2024 investor letter.
Should You Be Confident in Fiserv’s (FI) Ability to Generate Sustainable Earnings?
The London Company, an investment management company, released “The London Company Large Cap Strategy” third quarter 2024 investor letter.
Strong Equity Market Lifted BlackRock (BLK) in Q3
The London Company, an investment management company, released “The London Company Large Cap Strategy” third quarter 2024 investor letter.
Here’s Why The Progressive Corporation (PGR) is Continuing to Gain Market Share
The London Company, an investment management company, released “The London Company Large Cap Strategy” third quarter 2024 investor letter.
The London Company Large Cap Strategy’s Q3 2024 Investor Letter
The London Company, an investment management company, released “The London Company Large Cap Strategy” third quarter 2024 investor letter. U.S.
Is Croc’s (CROX) an Attractively Valued Stock?
Choice Equities Capital Management, a hedge fund manager, recently released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Is Hain Celestial Group (HAIN) a Good Investment Bet?
Choice Equities Capital Management, a hedge fund manager, recently released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Is Genius Sports Limited (GENI) a Fast Growing Company With a Bright Future?
Choice Equities Capital Management, a hedge fund manager, recently released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Caesars Entertainment (CZR) Improves Financial Stability with Recent Refinancings and Share Buyback
Choice Equities Capital Management, a hedge fund manager, recently released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Orion S.A. (OEC) Detracted in Q3
Choice Equities Capital Management, a hedge fund manager, recently released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Is PAR Technology Corporation (PAR) Poised for 20% Organic Growth Through Cross-Selling?
Choice Equities Capital Management, a hedge fund manager, recently released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Choice Equities Fund is Holding Magnite (MGNI)
Choice Equities Capital Management, a hedge fund manager, recently released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Choice Equities Capital Management’s Q3 2024 Investor Letter
Choice Equities Capital Management, a hedge fund manager, recently released its third-quarter 2024 investor letter.
1 Main Capital’s New Opportunistic Position: ParkerVision (PRKR)
1 Main Capital, a boutique investment firm, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
1 Main Capital’s Q3 2024 Investor Letter
1 Main Capital, a boutique investment firm, released its third-quarter 2024 investor letter. The fund returned 4.0% net in the third quarter, compared to 5.9% and 9.3% for the...
Maran Capital Management’s View on its Latest Addition Horizon Kinetics Holding Corporation (HKHC)
Investment management company Maran Capital Management recently released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
A Case of Harnessing Long-Term Perspectives: Horizon Kinetics’ Largest Holding, Texas Pacific Land (TPL)
Investment management company Maran Capital Management recently released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Turning Point Brands (TPB) Surged on Quarterly Performance with Strong Growth Across Key Business Segments
Investment management company Maran Capital Management recently released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
This Is a Challenging Year For Clarus Corp (CLAR). Here’s Why
Investment management company Maran Capital Management recently released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Maran Capital Management’s Q3 2024 Investor Letter
Investment management company Maran Capital Management recently released its third-quarter 2024 investor letter.
Here’s Blue Tower Asset Management’s Investment Thesis for Wesco International (WCC)
Blue Tower Asset Management, an asset management company, released its third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Blue Tower Asset Management’s Q3 2024 Investor Letter
Blue Tower Asset Management, an asset management company, released its third-quarter 2024 investor letter.
What Makes Generac Holdings (GNRC) a Lucrative Investment?
SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun SMID Cap Strategy” third quarter 2024 investor letter.
Does APi Group (APG) Have a Clear Path To Drive Organic Growth?
SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun SMID Cap Strategy” third quarter 2024 investor letter.
Here’s Why SouthernSun SMID Cap Investment Strategy Exited IDEX Corporation (IEX)
SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun SMID Cap Strategy” third quarter 2024 investor letter.
SouthernSun SMID Cap Strategy’s Q3 2024 Investor Letter
SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun SMID Cap Strategy” third quarter 2024 investor letter.
Louisiana-Pacific Corporation’s (LPX) Strong Performance Reflects Asset Quality and Management Expertise
SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Small Cap Strategy” third quarter 2024 investor letter.
SouthernSun Small Cap Strategy is Evaluating its Position in Ingevity Corporation (NGVT) Amid Strategic Changes and Management Transitions
SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Small Cap Strategy” third quarter 2024 investor letter.
U.S. Physical Therapy (USPH) Fell on Reduced Guidance
SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Small Cap Strategy” third quarter 2024 investor letter.
