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Author Archive - Jose Karlo Mari Tottoc

Is it Still Worthy to Keep Your United Parcel Service (UPS) Stake?

Mayar Capital, an asset management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 18 - Hedge Fund Investor Letters, News

Mayar Capital: “Danone (DANOY)’s Turnaround Continues”

Mayar Capital, an asset management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 18 - Hedge Fund Investor Letters, News

Is it Still Safe to Own Unilever (UL) Shares?

Mayar Capital, an asset management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 18 - Hedge Fund Investor Letters, News

Is it Still Safe to Own SAP Shares?

Mayar Capital, an asset management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 18 - Hedge Fund Investor Letters, News

Here’s What Makes Electronic Arts (EA) a Good Investment Choice

Mayar Capital, an asset management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 18 - Hedge Fund Investor Letters, News

Should You Consider Buying Mastercard (MA) Shares?

Mayar Capital, an asset management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 18 - Hedge Fund Investor Letters, News

Should You Still Consider Investing in Visa (V)?

Mayar Capital, an asset management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 18 - Hedge Fund Investor Letters, News

Mayar Capital: “Dropbox (DBX) Continues to Progress as Expected”

Mayar Capital, an asset management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 18 - Hedge Fund Investor Letters, News

Here’s What Makes Alphabet (GOOG) a Great Investment Pick

Mayar Capital, an asset management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 18 - Hedge Fund Investor Letters, News

Mayar Capital’s Largest Holding: Johnson & Johnson (JNJ)

Mayar Capital, an asset management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 18 - Hedge Fund Investor Letters, News

Mayar Capital on 3M Company (MMM): “We’ve Always Liked this Business with its Diversified Revenues”

Mayar Capital, an asset management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 18 - Hedge Fund Investor Letters, News

Is it a Wise Decision to Still Acquire Paypal (PYPL) Shares?

Mayar Capital, an asset management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 18 - Hedge Fund Investor Letters, News

Mayar Capital’s Q2 2022 Investor Letter

Mayar Capital, an asset management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 18 - Hedge Fund Investor Letters, News

Baron Funds: “We Expect Illumina(ILMN) to Continue to Innovate & Introduce New Products”

Baron Funds, an asset management firm, published its “Baron Health Care Fund” second quarter 2022 investor letter – a copy of which can be downloaded here.

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August 18 - Hedge Fund Investor Letters, News

Baron Funds: “Abbvie (ABBV) is Well Positioned for Growth”

Baron Funds, an asset management firm, published its “Baron Health Care Fund” second quarter 2022 investor letter – a copy of which can be downloaded here.

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August 17 - Hedge Fund Investor Letters, News

Is Novo Nordisk (NVO) a Smart Long-Term Investment?

Baron Funds, an asset management firm, published its “Baron Health Care Fund” second quarter 2022 investor letter – a copy of which can be downloaded here.

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August 17 - Hedge Fund Investor Letters, News

Is Bristol-Myers Squibb Co. (BMY) a Smart Long-Term Buy?

Baron Funds, an asset management firm, published its “Baron Health Care Fund” second quarter 2022 investor letter – a copy of which can be downloaded here.

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August 17 - Hedge Fund Investor Letters, News

Baron Funds Sees Bright Future in Cooper Companies (COO)

Baron Funds, an asset management firm, published its “Baron Health Care Fund” second quarter 2022 investor letter – a copy of which can be downloaded here.

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August 17 - Hedge Fund Investor Letters, News

Here’s Why Baron Funds Remains Optimistic in Intuitive Surgical (ISRG)

Baron Funds, an asset management firm, published its “Baron Health Care Fund” second quarter 2022 investor letter – a copy of which can be downloaded here.

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August 17 - Hedge Fund Investor Letters, News

Is CONSOL Energy (CEIX) a Good Investment Pick?

Greenlight Capital, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 16 - Hedge Fund Investor Letters, News

Baron Funds: “Bio-Techne (TECH) is a Stable Business”

Baron Funds, an asset management firm, published its “Baron Health Care Fund” second quarter 2022 investor letter – a copy of which can be downloaded here.

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August 16 - Hedge Fund Investor Letters, News

Praetorian Capital: “We Continue to Believe McKesson (MCK) is Inexpensive”

Baron Funds, an asset management firm, published its “Baron Health Care Fund” second quarter 2022 investor letter – a copy of which can be downloaded here.

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August 16 - Hedge Fund Investor Letters, News

Is Merck & Co. (MRK) a Great Investment Pick?

Praetorian Capital, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 16 - Hedge Fund Investor Letters, News

Here’s Why You Should Consider Acquiring Vertex Pharmaceuticals (VRTX) Shares

Baron Funds, an asset management firm, published its “Baron Health Care Fund” second quarter 2022 investor letter – a copy of which can be downloaded here.

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August 16 - Hedge Fund Investor Letters, News

Baron Funds: “Eli Lilly (LLY) has a Healthy Base Business”

Baron Funds, an asset management firm, published its “Baron Health Care Fund” second quarter 2022 investor letter – a copy of which can be downloaded here.

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August 16 - Hedge Fund Investor Letters, News

Here’s What Makes Argenx SE (ARGX) a Good Investment Option

Baron Funds, an asset management firm, published its “Baron Health Care Fund” second quarter 2022 investor letter – a copy of which can be downloaded here.

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August 16 - Hedge Fund Investor Letters, News

Should You Now Consider Disposing Your Warby Parker (WRBY) Shares?

Baron Funds, an asset management firm, published its “Baron Health Care Fund” second quarter 2022 investor letter – a copy of which can be downloaded here.

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August 16 - Hedge Fund Investor Letters, News

Is Now a Good Time to Sell Your Alexandria Real Estate Equities (ARE) Shares?

Baron Funds, an asset management firm, published its “Baron Health Care Fund” second quarter 2022 investor letter – a copy of which can be downloaded here.

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August 16 - Hedge Fund Investor Letters, News

Baron Health Care Fund’s Q2 2022 Investor Letter

Baron Funds, an asset management firm, published its “Baron Health Care Fund” second quarter 2022 investor letter – a copy of which can be downloaded here.

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August 16 - Hedge Fund Investor Letters, News

Is Tesla (TSLA) a Smart Long-Term Buy?

Baron Funds, an asset management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 16 - Hedge Fund Investor Letters, News

Baron Funds (Letter From Ron)’s Q2 2022 Investor Letter

Baron Funds, an asset management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 16 - Hedge Fund Investor Letters, News

Is it a Good Move to Invest in St. Joe Company (JOE)?

Praetorian Capital, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 16 - Hedge Fund Investor Letters, News

Praetorian Capital’s Q2 2022 Investor Letter

Praetorian Capital, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 16 - Hedge Fund Investor Letters, News

Should You Still be Interested in Buying Twitter (TWTR) Shares?

Greenlight Capital, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 15 - Hedge Fund Investor Letters, News

Here’s Why You Should Consider Investing in Teck Resources (TECK)

Greenlight Capital, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 15 - Hedge Fund Investor Letters, News

Is it a Wise Decision to Acquire Green Brick Partners (GRBK) Shares?

Greenlight Capital, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 15 - Hedge Fund Investor Letters, News

Is it Still a Good Move to Invest in Brighthouse Financial (BHF)?

Greenlight Capital, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 15 - Hedge Fund Investor Letters, News

Should You Still Consider Investing in Atlas Air Worldwide (AAWW)?

Greenlight Capital, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 15 - Hedge Fund Investor Letters, News

Greenlight Capital’s Q2 2022 Investor Letter

Greenlight Capital, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

August 15 - Hedge Fund Investor Letters, News

Should You Consider Acquiring IDT Shares?

Greystone Capital Management, an investment management firm, published its  second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 10 - Hedge Fund Investor Letters, News

Greystone Capital: “RICK Continues to Perform Well”

Greystone Capital Management, an investment management firm, published its  second-quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

August 10 - Hedge Fund Investor Letters, News

Greystone Capital Management’s Q2 2022 Investor Letter

Greystone Capital Management, an investment management firm, published its  second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 10 - Hedge Fund Investor Letters, News

Is Amazon (AMZN) Still a Safe Investment?

Alphyn Capital Management, an investment management firm, published its  second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 10 - Hedge Fund Investor Letters, News

Should You Consider Investing in Wayfair (W)?

Alphyn Capital Management, an investment management firm, published its  second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 10 - Hedge Fund Investor Letters, News

Is Enovis (ENOV) a Smart Investment Choice?

Alphyn Capital Management, an investment management firm, published its  second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 10 - Hedge Fund Investor Letters, News

Alphyn Capital: “Exor (EXXRF) Appears to be the Beneficiary of Both Good Timing, & Good Counsel”

Alphyn Capital Management, an investment management firm, published its  second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 9 - Hedge Fund Investor Letters, News

Is Crossroads Impact (CRSS) a Worthy Investment Choice?

Alphyn Capital Management, an investment management firm, published its  second-quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

August 9 - Hedge Fund Investor Letters, News

Is Burford (BUR) a Worthy Investment Pick?

Alphyn Capital Management, an investment management firm, published its  second-quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

August 9 - Hedge Fund Investor Letters, News

Alphyn Capital Management’s Q2 2022 Investor Letter

Alphyn Capital Management, an investment management firm, published its  second-quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

August 9 - Hedge Fund Investor Letters, News

Should You Now Sell Your KKR Shares Before it’s too Late?

1 Main Capital Partners, an investment management firm, published its  second-quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

August 9 - Hedge Fund Investor Letters, News

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