Here’s Why Upstart Holdings (UPST) Landed in Vulcan Value Partners’ Detractor List
Vulcan Value Partners, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
Author Archive - Jose Karlo Mari Tottoc
Is Selling Your Wayfair (W) Stake a Good Option?
Vulcan Value Partners, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
Vulcan Value Partners: “GE Continues to Unlock Shareholder Value and Strengthen its Balance Sheet”
Vulcan Value Partners, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
Is it Worthy to Invest in Jones Lang LaSalle (JLL)?
Vulcan Value Partners, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
Vulcan Value Partners’ Q2 2022 Investor Letter
Vulcan Value Partners, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
Is it a Wise Choice to Invest in CBRE Group?
Vulcan Value Partners, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
Is IAC a Smart Long-Term Investment?
Arch Capital Management, an investment management firm, published its second-quarter 2021 investor letter – a copy of which can be downloaded here.
Is it a Great Move to Invest in Alphabet (GOOG)?
Arch Capital Management, an investment management firm, published its second-quarter 2021 investor letter – a copy of which can be downloaded here.
Here’s Why Arch Capital Remains Optimistic in Dropbox (DBX)
Arch Capital Management, an investment management firm, published its second-quarter 2021 investor letter – a copy of which can be downloaded here.
Should Now ‘Take Profit’ From Your Sprouts Farmers Market (SFM) Stake?
Arch Capital Management, an investment management firm, published its second-quarter 2021 investor letter – a copy of which can be downloaded here.
Arch Capital: “The Best Time to Buy IAC Was Yesterday. The Next Best Time is Now”
Arch Capital Management, an investment management firm, published its second-quarter 2021 investor letter – a copy of which can be downloaded here.
Here’s Why ClearBridge Investments Decided to Consolidate its Petco Health & Wellness (WOOF) Stake
ClearBridge Investments, an investment management firm, published its “Mid Cap Growth Strategy” second quarter 2022 investor letter – a copy of which can be downloaded here...
Arch Capital Management’s Q2 2022 Investor Letter
Arch Capital Management, an investment management firm, published its second-quarter 2021 investor letter – a copy of which can be downloaded here.
Should You Now Consider Disposing Your Chewy (CHWY) Shares?
ClearBridge Investments, an investment management firm, published its “Mid Cap Growth Strategy” second quarter 2022 investor letter – a copy of which can be downloaded here...
ClearBridge Investments is Bullish in Doximity (DOCS)
ClearBridge Investments, an investment management firm, published its “Mid Cap Growth Strategy” second quarter 2022 investor letter – a copy of which can be downloaded here...
Is EQT a Smart Long-Term Investment Pick?
ClearBridge Investments, an investment management firm, published its “Mid Cap Growth Strategy” second quarter 2022 investor letter – a copy of which can be downloaded here...
Is it Good to Consider AppLovin Corp. (APP) as a Long-Term Investment?
ClearBridge Investments, an investment management firm, published its “Mid Cap Growth Strategy” second quarter 2022 investor letter – a copy of which can be downloaded here...
ClearBridge Investments: “We Find Expedia (EXPE) to Be a Compelling Long-Term Opportunity”
ClearBridge Investments, an investment management firm, published its “Mid Cap Growth Strategy” second quarter 2022 investor letter – a copy of which can be downloaded here...
Is it a Wise Move to Increase Your Carvana (CVNA) Stake?
ClearBridge Investments, an investment management firm, published its “Mid Cap Growth Strategy” second quarter 2022 investor letter – a copy of which can be downloaded here...
Here’s Why You Should Consider Investing in SBA Communications (SBAC)
ClearBridge Investments, an investment management firm, published its “Mid Cap Growth Strategy” second quarter 2022 investor letter – a copy of which can be downloaded here...
Here’s Why You Should Consider Buying Catalent (CTLT) Stock
ClearBridge Investments, an investment management firm, published its “Mid Cap Growth Strategy” second quarter 2022 investor letter – a copy of which can be downloaded here...
Is Advanced Drainage Systems (WMS) a Great Long-Term Investment?
ClearBridge Investments, an investment management firm, published its “Mid Cap Growth Strategy” second quarter 2022 investor letter – a copy of which can be downloaded here...
Here’s What Makes Americold Realty Trust (COLD) a Great Investment Pick
ClearBridge Investments, an investment management firm, published its “Mid Cap Growth Strategy” second quarter 2022 investor letter – a copy of which can be downloaded here...
ClearBridge Investments: “We Continue to Like Deere (DE) and its Competitive Position”
ClearBridge Investments, an investment management firm, published its “Large Cap Value ESG Strategy” second quarter 2022 investor letter – a copy of which can be downloaded...
ClearBridge Mid Cap Growth Strategy’s Q2 2022 Investor Letter
ClearBridge Investments, an investment management firm, published its “Mid Cap Growth Strategy” second quarter 2022 investor letter – a copy of which can be downloaded here...
Is it Still Worthy to Invest in PepsiCo (PEP)?
ClearBridge Investments, an investment management firm, published its “Large Cap Value ESG Strategy” second quarter 2022 investor letter – a copy of which can be downloaded...
Here’s What Makes American Tower (AMT) a Great Investment Pick
ClearBridge Investments, an investment management firm, published its “Large Cap Value ESG Strategy” second quarter 2022 investor letter – a copy of which can be downloaded...
ClearBridge Investments Large Cap Value ESG Fund’s Q2 2022 Investor Letter
ClearBridge Investments, an investment management firm, published its “Large Cap Value ESG Strategy” second quarter 2022 investor letter – a copy of which can be downloaded...
Is it Still Wise to Own Qurate Retail (QRTEA) Shares?
Weitz Investment Management, an investment management firm, published its “Partners III Opportunity Fund” second quarter 2022 investor letter – a copy of which can be downloaded...
Is it a Good Choice to Invest in Roper Technologies (ROP)?
Weitz Investment Management, an investment management firm, published its “Partners III Opportunity Fund” second quarter 2022 investor letter – a copy of which can be downloaded...
Should You Consider Investing in Danaher (DHR)?
Weitz Investment Management, an investment management firm, published its “Partners III Opportunity Fund” second quarter 2022 investor letter – a copy of which can be downloaded...
Weitz Investment Partners III Opportunity Fund’s Q2 2022 Investor Letter
Weitz Investment Management, an investment management firm, published its “Partners III Opportunity Fund” second quarter 2022 investor letter – a copy of which can be downloaded...
Is it a Good Move to Trim Your Markel Corp. (MKL) Stake?
Weitz Investment Management, an investment management firm, published its “Hickory Fund” second quarter 2022 investor letter – a copy of which can be downloaded here.
Should You Now Consider Selling Your Liberty Braves (BATRA) Shares?
Weitz Investment Management, an investment management firm, published its “Hickory Fund” second quarter 2022 investor letter – a copy of which can be downloaded here.
Weitz Investment: “AutoZone (AZO) was a Strong Contributor to Our Q2 Results”
Weitz Investment Management, an investment management firm, published its “Hickory Fund” second quarter 2022 investor letter – a copy of which can be downloaded here.
Weitz Investment Management Hickory Fund’s Q2 2022 Investor Letter
Weitz Investment Management, an investment management firm, published its “Hickory Fund” second quarter 2022 investor letter – a copy of which can be downloaded here.
Is Perrigo (PRGO) a Smart Investment Choice?
Sound Shore Management, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
Sound Shore Management: “Merck & Co. (MRK) Remains Attractive at Less Than 12 Times 2023 Earnings”
Sound Shore Management, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
Is it a Good Decision to Sell Your Lennar (LEN) Shares?
Sound Shore Management, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
Sound Shore Management’s Q2 2022 Investor Letter
Sound Shore Management, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
Is Morgan Stanley (MS) a Great Buy?
Sound Shore Management, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
Laughing Water Capital: “TACT Will Continue its March Forward”
Laughing Water Capital, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
Is it Still Worthy to Invest in Whole Earth Brands (FREE)?
Laughing Water Capital, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
Is it a Great Move to Acquire Thryv (THRY) Shares?
Laughing Water Capital, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
Is Landec Corporation (LNDC) a Smart Long-Term Buy?
Laughing Water Capital, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
Is Avid Bioservices (CDMO) a Worthy Investment Pick?
Laughing Water Capital, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
Laughing Water Capital’s Q2 2022 Investor Letter
Laughing Water Capital, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
Is Vistra (VST) a Smart Long-Term Investment?
Legacy Ridge Capital, an asset management firm, published its "Partners Equity Fund" second-quarter 2022 investor letter – a copy of which can be downloaded here.
Legacy Ridge Capital Partners Equity Fund’s Q2 2022 Investor Letter
Legacy Ridge Capital, an asset management firm, published its "Partners Equity Fund" second-quarter 2022 investor letter – a copy of which can be downloaded here.
Is it a Good Choice to Invest in Vontier (VNT)?
Mayar Capital, an asset management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
