Here’s What Makes Meta (FB) a Smart Investment Choice
Moon Capital Management, 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 Adobe (ADBE) a Smart Long-Term Buy?
Andvari Associates, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
Moon Capital Management’s Q2 2022 Investor Letter
Moon Capital Management, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
Is it Wise to Invest in Builders FirstSource (BLDR)?
Black Bear Value Partners, an investment management firm, published its “Black Bear Value Fund” second-quarter 2022 investor letter – a copy of which can be downloaded ...
Black Bear Value Partners: “EAF is in a Unique Position”
Black Bear Value Partners, an investment management firm, published its “Black Bear Value Fund” second-quarter 2022 investor letter – a copy of which can be downloaded ...
Here’s What Makes Green Brick Partners (GRBK) a Smart Investment
Black Bear Value Partners, an investment management firm, published its “Black Bear Value Fund” second-quarter 2022 investor letter – a copy of which can be downloaded ...
Should You Consider Investing in Coinbase (COIN)?
Rowan Street Capital LLC, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
Here’s What Makes Spotify (SPOT) a Smart Investment Choice
Rowan Street Capital LLC, 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 Meta (FB) Shares?
Rowan Street Capital LLC, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
Here’s What Makes Trade Desk (TTD) a Great Investment Choice
Rowan Street Capital LLC, 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 Shopify (SHOP)?
Rowan Street Capital LLC, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
Here’s What Makes Novo Nordisk (NVO) an Interesting Investment Option
Rowan Street Capital LLC, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
Is Charter Communication (CHTR) a Great Investment Choice?
Andvari Associates, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
Fundsmith Equity on Meta (FB): “It’s Either Cheap or a so-Called Value Trap”
Fundsmith Equity, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
Is it Still Safe to Acquire Philip Morris (PM) Shares?
Fundsmith Equity, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
Andvari Associates’ Q2 2022 Investor Letter
Andvari Associates, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
Fundsmith Equity Fund’s Q2 2022 Investor Letter
Fundsmith Equity, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
Rowan Street Capital’s Q2 2022 Investor Letter
Rowan Street Capital LLC, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
Oakmark Funds: “Alphabet (GOOG)’s Total Advertising Business is Still Positioned to Grow”
Oakmark Funds, an investment management firm, published its “Oakmark Global Select Fund” second quarter 2022 investor letter – a copy that can be downloaded here.
Should You Already Consider Disposing Your Humana (HUM) Shares?
Oakmark Funds, an investment management firm, published its “Oakmark Global Select Fund” second quarter 2022 investor letter – a copy that can be downloaded here.
Black Bear Value Partners’ Q2 2022 Investor Letter
Black Bear Value Partners, an investment management firm, published its "Black Bear Value Fund" second-quarter 2022 investor letter – a copy of which can be downloaded here.
Oakmark Funds: “Parker Hannifin (PH) is an Attractive Investment”
Oakmark Funds, an investment management firm, published its “Oakmark Fund” second quarter 2022 investor letter – a copy that can be downloaded here. The Oakmark Fund ...
Is Oracle (ORCL) a Smart Long-Term Investment?
Oakmark Funds, an investment management firm, published its “Oakmark Fund” second quarter 2022 investor letter – a copy that can be downloaded here. The Oakmark Fund ...
Oakmark Funds: “The Market is Failing to Properly Reward Masco (MAS)”
Oakmark Funds, an investment management firm, published its “Oakmark Fund” second quarter 2022 investor letter – a copy that can be downloaded here. The Oakmark Fund ...
Oakmark Funds: “Our Exposure to ETSY is Currently Established Via Options”
Oakmark Funds, an investment management firm, published its “Oakmark Fund” second quarter 2022 investor letter – a copy that can be downloaded here. The Oakmark Fund ...
Is Disney (DIS) a Smart Long-Term Buy?
Oakmark Funds, an investment management firm, published its “Oakmark Fund” second quarter 2022 investor letter – a copy that can be downloaded here. The Oakmark Fund ...
Is it a Good Choice to Keep Your Ally Financial (ALLY) Stake?
Oakmark Funds, an investment management firm, published its “Oakmark Fund” second quarter 2022 investor letter – a copy that can be downloaded here. The Oakmark Fund ...
Here’s Why You Should Remain Confident in Your Berkshire (BRK-A) Stake
Black Bear Value Partners, an investment management firm, published its "Black Bear Value Fund" second-quarter 2022 investor letter – a copy of which can be downloaded here.
Oakmark Global Select Fund’s Q2 2022 Investor Letter
Oakmark Funds, an investment management firm, published its “Oakmark Global Select Fund” second quarter 2022 investor letter – a copy that can be downloaded here.
Oakmark Select Fund’s Q2 2022 Investor Letter
Oakmark Funds, an investment management firm, published its “Oakmark Select Fund” second quarter 2022 investor letter – a copy that can be downloaded here.
Here’s Why You Should Consider Acquiring Amazon (AMZN) Shares
Oakmark Funds, an investment management firm, published its “Oakmark Select Fund” second quarter 2022 investor letter – a copy that can be downloaded here.
Richie Capital on TTD: “We Have Many Reasons to Remain Invested in this Wonderful Company”
Richie Capital Group, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
Should You Consider Acquiring American Tower (AMT) Shares?
Richie Capital Group, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
Is Netflix (NFLX) a Smart Long-Term Buy?
Oakmark Funds, an investment management firm, published its “Oakmark Fund” second quarter 2022 investor letter – a copy that can be downloaded here. The Oakmark Fund returned...
Is it Worthy to Acquire Kinsale Capital (KNSL) Shares?
Richie Capital Group, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
Oakmark Funds’ Q2 2022 Investor Letter
Oakmark Funds, an investment management firm, published its “Oakmark Fund” second quarter 2022 investor letter – a copy that can be downloaded here. The Oakmark Fund returned...
Richie Capital Group’s Q2 2022 Investor Letter
Richie Capital Group, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
Is it a Good Choice to Invest in A.O. Smith (AOS)?
LRT Capital Management, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
Here’s What Makes Booking Holdings (BKNG) a Smart Investment Choice
LRT Capital Management, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
Is it Wise to Invest in Public Storage (PSA)?
LRT Capital Management, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
LRT Capital: “We view Murphy (MUSA)’s Shares as Undervalued”
LRT Capital Management, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
Here’s Why You Should Definitely Consider Buying TPL Shares
LRT Capital Management, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
Here’s What Makes Progressive (PGR) a Great Investment Choice
LRT Capital Management, 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 Asbury Automotive Group (ABG)?
LRT Capital Management, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
Here’s What Makes Domino’s Pizza (DPZ) a Good Buy
LRT Capital Management, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
Is it a Good Move to Buy Marriott (MAR) Shares?
LRT Capital Management, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
Should You Now Consider Disposing Your Citigroup (C) Shares?
Diamond Hill Capital, an investment management firm, published its “Diamond Hill Long-Short Fund” first-quarter 2022 investor letter – a copy of which can be downloaded ...
Is it Still Great to Invest in Boston Properties (BXP)?
Diamond Hill Capital, an investment management firm, published its “Diamond Hill Long-Short Fund” first-quarter 2022 investor letter – a copy of which can be downloaded ...
Is Gray Television (GTN) a Smart Long-Term Buy?
Bonhoeffer Capital Management, an investment management firm, published its first-quarter 2022 investor letter – a copy that can be downloaded here.
Here’s Why Palm Valley Capital Sold its Coterra Energy (CTRA) Shares
Palm Valley Capital Management, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.
