Here are Third Point’s Updates on PG&E Corporation (PCG)
Third Point Management, a New York-based investment advisor, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Hedge Fund Investor Letters
Will Live Nation Entertainment (LYV) be Able to Mitigate Regulator Concerns Without Divestiture of Ticketmaster?
Third Point Management, a New York-based investment advisor, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Third Point’s Views on its New Addition Brookfield Corporation (BN)
Third Point Management, a New York-based investment advisor, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Third Point Management’s Q4 2024 Investor Letter
Third Point Management, a New York-based investment advisor, released its fourth-quarter 2024 investor letter.
SouthernSun SMID Cap Strategy’s Top Contributor: SEI Investments Company (SEIC)
SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun SMID Cap Strategy” fourth quarter 2024 investor letter.
SouthernSun SMID Cap Strategy’s Q4 2024 Investor Letter
SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun SMID Cap Strategy” fourth quarter 2024 investor letter.
The Brink’s Company (BCO) Cooled Down in Q4
SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Small Cap Strategy” fourth quarter 2024 investor letter.
Here’s Why SouthernSun Small Cap Strategy Added Advanced Energy Industries (AEIS) to its Portfolio
SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Small Cap Strategy” fourth quarter 2024 investor letter.
SouthernSun Small Cap Strategy: Oxford Industries (OXM) is a Portfolio Of High-Margin Brands That “Evoke Happiness”
SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Small Cap Strategy” fourth quarter 2024 investor letter.
Here’s Why MGP Ingredients (MGPI) Traded Down in Q4
SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Small Cap Strategy” fourth quarter 2024 investor letter.
What Makes Armstrong World Industries (AWI) a Lucrative Investment?
SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Small Cap Strategy” fourth quarter 2024 investor letter.
Solid Results Lifted Dorman Products (DORM) in Q4
SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Small Cap Strategy” fourth quarter 2024 investor letter.
SouthernSun Small Cap Strategy’s Q4 2024 Investor Letter
SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Small Cap Strategy” fourth quarter 2024 investor letter.
Giverny Capital Asset Management: Ferguson Enterprises (FERG) Enjoys an Enviable Position
Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here...
Do You Believe in the Growth Prospects of Fiserv (FI)?
Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here...
Here are Giverny Capital Asset Management’s Updates on Medpace Holdings (MEDP)
Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here...
Here’s Why Giverny Capital Asset Management Trimmed Arista Networks (ANET)
Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here...
Align Technology (ALGN) Dominates in Clear Aligners Despite 11% Market Share in Braces
Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here...
Here’s Giverny Capital Asset Management’s Views on Installed Building Products (IBP)
Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here...
Will Kinsale Capital Group (KNSL) be Able to Grow Beyond its Current Market Share?
Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here...
Giverny Capital Asset Management: M&T Bank Corp (MTB) is The Best Regional Bank in the Country
Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here...
Giverny Capital Asset Management’s Q4 2024 Investor Letter
Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2024 investor letter.
What Makes Fabrinet (FN) an Investment Opportunity?
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” fourth-quarter 2024 investor letter.
Reasons to Add Belden (BDC) to Your Portfolio
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” fourth-quarter 2024 investor letter.
Polen U.S. Small Company Growth Strategy Sold Option Care Health (OPCH) as It Is Not a Good Fit
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” fourth-quarter 2024 investor letter.
Should You Consider Adding Trex Company (TREX) to Your Portfolio?
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” fourth-quarter 2024 investor letter.
Here’s Why Polen U.S. Small Company Growth Strategy Decided to Exit NV5 Global (NVEE)
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” fourth-quarter 2024 investor letter.
AMN Healthcare Services (AMN) Slid on Fundamentals Deterioration
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” fourth-quarter 2024 investor letter.
Polen Capital U.S. Small Company Growth Strategy’s Q4 2024 Investor Letter
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” fourth-quarter 2024 investor letter.
Amazon.com (AMZN) Rose as Results Exceeded Expectations
Fred Alger Management, an investment management company, released its “Alger Spectra Fund” fourth quarter 2024 investor letter.
Here are Recurve Capital’s Views on Amazon.com (AMZN)
Recurve Capital, an investment management company, released its Q4 2024 investor letter. A copy of the letter can be downloaded here.
Do You Think Wayfair’s (W) Competitive Advantages and Disruptive Positioning Pave the Way for Sustained Growth?
Recurve Capital, an investment management company, released its Q4 2024 investor letter. A copy of the letter can be downloaded here.
Does Royal Caribbean Cruises Ltd. (RCL) Have a Visible Future Capacity Growth?
Recurve Capital, an investment management company, released its Q4 2024 investor letter. A copy of the letter can be downloaded here.
Here are Recurve Capital’s Views on Cogent Communications Holdings (CCOI)
Recurve Capital, an investment management company, released its Q4 2024 investor letter. A copy of the letter can be downloaded here.
RH (RH) is in The Middle Innings of a Post-Covid Rebound
Recurve Capital, an investment management company, released its Q4 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Norwegian Cruise Line Holdings Ltd. (NCLH) is Trading at Undemanding Valuations
Recurve Capital, an investment management company, released its Q4 2024 investor letter. A copy of the letter can be downloaded here.
Carvana Co. (CVNA): The Largest Performance Driver of Recurve Capital
Recurve Capital, an investment management company, released its Q4 2024 investor letter. A copy of the letter can be downloaded here.
Recurve Capital’s Q4 2024 Investor Letter
Recurve Capital, an investment management company, released its Q4 2024 investor letter.
Here’s Why Eli Lilly (LLY) Traded Down in Q4
Fred Alger Management, an investment management company, released its “Alger Spectra Fund” fourth quarter 2024 investor letter.
MercadoLibre (MELI) Declined Due to an Unexpected Earnings Miss
Fred Alger Management, an investment management company, released its “Alger Spectra Fund” fourth quarter 2024 investor letter.
Should You be Confident in Microsoft’s (MSFT) Ability To Maintain Its Leadership In AI?
Fred Alger Management, an investment management company, released its “Alger Spectra Fund” fourth quarter 2024 investor letter.
Strong Demand Lifted Nvidia Corporation (NVDA) in Q4
Fred Alger Management, an investment management company, released its “Alger Spectra Fund” fourth quarter 2024 investor letter.
Alger Spectra Fund’s Q4 2024 Investor Letter
Fred Alger Management, an investment management company, released its “Alger Spectra Fund” fourth quarter 2024 investor letter. U.S.
The Risk of Spreadsheet Math: An Analysis of Dropbox (DBX)
RGA Investment Advisors, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s RGA Investment Advisors’ Investment Thesis for Uber Technologies (UBER)
RGA Investment Advisors, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
What Makes Diageo (DEO) an Attractive Investment Opportunity?
RGA Investment Advisors, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Does Amazon (AMZN) have Compelling Valuation?
RGA Investment Advisors, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
RGA Investment Advisors’ Q4 2024 Investor Letter
RGA Investment Advisors, an investment management company, released its fourth quarter 2024 investor letter.
Strong Results Lifted Northern Trust Corporation (NTRS) in Q4
Ariel Investments, an investment management company, released its “Ariel Appreciation Fund” fourth-quarter 2024 investor letter.
Stanley Black & Decker (SWK) Slid on Mixed Earnings Results
Ariel Investments, an investment management company, released its “Ariel Appreciation Fund” fourth-quarter 2024 investor letter.
