Mar Vista U.S. Quality Strategy’s Q2 2025 Investor Letter
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” second-quarter 2025 investor letter.
Hedge Funds
What Gives Apple (AAPL) a Competitive Edge?
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” second-quarter 2025 investor letter.
Johnson & Johnson (JNJ) Declined Amid Broad Sell-Off in Healthcare
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” second-quarter 2025 investor letter.
Meta Platforms (META) Surpassed Investor Expectations in Q2
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” second-quarter 2025 investor letter.
Improved Demand for Azure Services Boosted Microsoft (MSFT) in Q2
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” second-quarter 2025 investor letter.
Broadcom (AVGO) Rebounded from Q1 Decline
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” second-quarter 2025 investor letter.
Here’s Why Mettler Toledo’s (MTD) Stock Declined in Q2
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” second-quarter 2025 investor letter.
What Makes GE Aerospace (GE) a Lucrative Investment?
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” second-quarter 2025 investor letter.
Mar Vista’s U.S. Quality Premier Strategy’s Q2 2025 Investor Letter
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” second-quarter 2025 investor letter.
Here’s Why Pembina Pipeline (PBA) Declined in Q2
ClearBridge Investments, an investment management company, released its “ClearBridge Global Infrastructure Income Strategy” second quarter 2025 investor letter.
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The Semiconductor Industry Association (SIA) announced that global semiconductor sales amounted to $59.0 billion during May 2025, reflecting a rise of 19.8% as compared to the...
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On June 12, Reuters reported that the US IPO market has come to life after a sharp decline since Liberation Day.
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Grand View Research reported that the global IT services market size was estimated at $1.50 trillion in 2024 and is projected to reach $2.59 trillion by 2030, at a CAGR of 9.4...
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The global manufacturing industry's market size was estimated at $14.16 trillion in 2024, according to Cognitive Market Research.
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Wall Street experienced gains during the July 9 session.
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You may be concerned about the recent declines in AI stocks such as NVDA.
10 Best Passive Income Stocks to Buy Now
In 2025, side hustles are becoming increasingly popular, with more people taking on extra work alongside their main jobs to boost their income or explore turning their passions...
ONEOK (OKE) Slid on Softening of the Oil Price Outlook
ClearBridge Investments, an investment management company, released its “ClearBridge Global Infrastructure Income Strategy” second quarter 2025 investor letter.
Constellation Energy (CEG) Surged on Renewed Optimism on Data Center Deals
ClearBridge Investments, an investment management company, released its “ClearBridge Global Infrastructure Income Strategy” second quarter 2025 investor letter.
Clearbridge Investments Global Infrastructure Income Strategy Q2 2025 Investor Letter
ClearBridge Investments, an investment management company, released its “ClearBridge Global Infrastructure Income Strategy” second quarter 2025 investor letter.
Right Tail Capital Decided to Hold a Small Portion of Insight Enterprises (NSIT)
Right Tail Capital, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Right Tail Capital Sold Norfolk Southern Corporation (NSC) for Better Opportunities
Right Tail Capital, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Right Tail Capital Sold IAC Communications (IAC) Due to Concerns Over Business Viability
Right Tail Capital, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Right Tail Capital Exited Its Position in The Charles Schwab Corporation (SCHW) in 2023
Right Tail Capital, an investment management company, released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Right Tail Capital’s Q2 2025 Investor Letter
Right Tail Capital, an investment management company, released its second-quarter 2025 investor letter.
Longriver Partners Fund’s Views on Advanced Micro Devices (AMD)
Longriver Investment Partners released its "Longriver Partners Fund" second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Longriver Partners Fund’s Comment on NVIDIA (NVDA)
Longriver Investment Partners released its "Longriver Partners Fund" second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Analyzing Microsoft Corporation’s (MSFT) Strategic Journey in AI Revolution
Longriver Investment Partners released its "Longriver Partners Fund" second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Longriver Partners Fund: Taiwan Semiconductor Manufacturing Company Limited (TSM) Remains the Lynchpin of the AI Compute Stack
Longriver Investment Partners released its "Longriver Partners Fund" second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
10 Stocks to Watch in July as AI Enthusiasm Returns
The pessimism that took over the AI investing landscape following the launch of DeepSeek and fears of a decline in demand are fading as analysts assess new growth and demand drivers...
Meta Platforms’ (META) AI Journey of Success and Turbulence
Longriver Investment Partners released its "Longriver Partners Fund" second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Longriver Partners Fund’s Q2 2025 Investor Letter
Longriver Investment Partners released its "Longriver Partners Fund" second-quarter 2025 investor letter.
11 Best Debt-Free Stocks to Invest in Right Now
It is widely understood that employing debt to fund operations can act as a powerful financial tool. But debt doesn't come without its trade-offs.
What Makes Newmont Corporation (NEM) an Investment Option?
ClearBridge Investments, an investment management company, released its “ClearBridge Value Strategy” second quarter 2025 investor letter.
Clearbridge Value Strategy Exited Its Position in PepsiCo (PEP)
ClearBridge Investments, an investment management company, released its “ClearBridge Value Strategy” second quarter 2025 investor letter.
Will Talen Energy Corporation (TLN) Benefit from Continued AI Development?
ClearBridge Investments, an investment management company, released its “ClearBridge Value Strategy” second quarter 2025 investor letter.
Should You Anticipate Higher Growth Potential in The Walt Disney Company (DIS) Compared to Its Peers?
ClearBridge Investments, an investment management company, released its “ClearBridge Value Strategy” second quarter 2025 investor letter.
Here’s What Fueled Vistra Corp.’s (VST) Strong Performance
ClearBridge Investments, an investment management company, released its “ClearBridge Value Strategy” second quarter 2025 investor letter.
ClearBridge Investments Value Strategy’s Q2 2025 Investor Letter
ClearBridge Investments, an investment management company, released its “ClearBridge Value Strategy” second quarter 2025 investor letter.
KKR (KKR) Took a Breath After Two Strong Years
SVN Capital, an investment management company, released its SVN Capital Fund second quarter 2025 investor letter. A copy of the letter can be downloaded here.
Copart (CPRT) Fell After the Announcement of Quarterly Results
SVN Capital, an investment management company, released its SVN Capital Fund second quarter 2025 investor letter. A copy of the letter can be downloaded here.
SVN Capital Fund’s Q2 2025 Investor Letter
SVN Capital, an investment management company, released its SVN Capital Fund second quarter 2025 investor letter. The fund returned +6.26% net in the first half of 2025.
10 Best Industrial Machinery Stocks to Buy According to Analysts
The year 2025 was expected to present an upside for the industrial machinery sector and its client markets as interest rates were predicted to drop, which would increase demand...
11 Best Food Stocks to Buy According to Wall Street Analysts
President Donald Trump is back to announcing trade threats through a new series of letters to leaders of various countries.
13 Stocks Recently Discussed By Jim Cramer
On Monday’s episode of Mad Money, host Jim Cramer addressed President Donald Trump’s latest round of tariff announcements and discussed that the new trade measures might not...
11 Most Undervalued Small-Cap Stocks to Buy According to Analysts
On July 2, Joe Amato, President and Chief Investment Officer at Neuberger Berman, joined 'Squawk Box' on CNBC to discuss the latest market trends.
Top 10 Software and Technology Stocks to Buy Now
More often than not, the stock markets tend to behave like a pendulum, swinging from overvalued to undervalued and back to overvalued again.
10 Cheap Large Cap Stocks to Buy According to Hedge Funds
On July 9, Katie Stockton, Fairlead Strategies founder, appeared on CNBC’s ‘Closing Bell Overtime’ to talk about the current market dynamics.
Top 10 Transportation and Industrial Stocks to Buy Now
As per PwC, deal activity in the broader transportation and logistics (T&L) sector was consistent in early 2025 versus the same period in 2024.
