Is it a Great Move to Invest in Repligen Corp. (RGEN)?
LRT Capital Management, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Author Archive - Jose Karlo Mari Tottoc
Here’s What Makes Texas Pacific Land Trust (TPL) a Smart Long-Term Investment
LRT Capital Management, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Is it a Wise Decision to Buy Asbury Automotive (ABG) Shares?
LRT Capital Management, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Here’s What Makes Watsco (WSO) a Great Long-Term Investment
LRT Capital Management, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Headwaters Capital’s Top Contributor: Inspire Medical Systems (INSP)
Headwaters Capital, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
LRT Capital Management’s Q1 2022 Investor Letter
LRT Capital Management, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Headwaters Capital’s Q1 2022 Investor Letter
Headwaters Capital, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Here’s What Makes Alphabet (GOOG) a Phenomenal Business
Farrer Wealth Advisors, an investment management firm, published its “Farrer Wealth Managed Solution” first quarter 2022 investor letter – a copy of which can be downloaded...
Here’s Why Anyone Would Want to Buy Atento (ATTO)
Farrer Wealth Advisors, an investment management firm, published its “Farrer Wealth Managed Solution” first quarter 2022 investor letter – a copy of which can be downloaded...
Alphyn Capital: “Fairfax (FRFHF) is Undervalued, it Can Still Produce Attractive Returns”
Alphyn Capital Management, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here. A quarterly portfolio ...
Here’s What Makes Amazon (AMZN) a Great Investment Pick
Alphyn Capital Management, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here. A quarterly portfolio ...
Here’s Why You Should Consider Investing in Exor N.V. (EXXRF)
Alphyn Capital Management, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here. A quarterly portfolio ...
Alphyn Capital is Bullish KKR, Here’s Why
Alphyn Capital Management, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here. A quarterly portfolio ...
Alphyn Capital Trimmed its LBRDA Stake, Should You Do the Same?
Alphyn Capital Management, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here. A quarterly portfolio ...
Alphyn Capital Projects Bright Future for Wayfair (W)
Alphyn Capital Management, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here. A quarterly portfolio ...
Giverny Capital: “Meta Platforms (FB), Deserves Some Attention”
Giverny Capital, an asset management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Is it a Wise Move to Increase Your CarMax (KMX) Stake?
Giverny Capital, an asset management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Giverny Capital is Very Confident in Five Below (FIVE), Here’s Why
Giverny Capital, an asset management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Giverny Capital: “Credit Acceptance (CACC) is Poorly Understood”
Giverny Capital, an asset management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Giverny Capital: “Amazon (AMZN) Clearly is One of the Best Companies on the Planet”
Giverny Capital, an asset management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Is it Still Safe to Own Charles Schwab (SCHW) Shares?
Giverny Capital, an asset management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Giverny Capital’s Q1 2022 Investor Letter
Giverny Capital, an asset management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Alphyn Capital Management’s Q1 2022 Investor Letter
Alphyn Capital Management, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here. A quarterly portfolio ...
Farrer Wealth Advisors: “PAR will ‘Eventually’ Be Quite Successful in their Space”
Farrer Wealth Advisors, an investment management firm, published its “Farrer Wealth Managed Solution” first quarter 2022 investor letter – a copy of which can be downloaded...
Should You Now Consider Disposing Your Block (SQ) Stake?
Farrer Wealth Advisors, an investment management firm, published its “Farrer Wealth Managed Solution” first quarter 2022 investor letter – a copy of which can be downloaded...
Should You Consider Increasing Your VIZIO Holding Corp. (VZIO) Position?
Farrer Wealth Advisors, an investment management firm, published its “Farrer Wealth Managed Solution” first quarter 2022 investor letter – a copy of which can be downloaded...
Here’s Why Farrer Wealth Advisors Sold its Amazon (AMZN) Shares
Farrer Wealth Advisors, an investment management firm, published its “Farrer Wealth Managed Solution” first quarter 2022 investor letter – a copy of which can be downloaded...
Farrer Wealth Advisors: “Meta (FB)’s Valuation are at Levels Where Selling Makes Little Sense”
Farrer Wealth Advisors, an investment management firm, published its “Farrer Wealth Managed Solution” first quarter 2022 investor letter – a copy of which can be downloaded...
RiverPark Funds on NVIDIA (NVDA): “We Expect Future Growth to Remain Robust”
RiverPark Funds, an investment management firm, published its “RiverPark Long/Short Opportunity Fund” first quarter 2022 investor letter – a copy of which can be downloaded...
Is Teladoc (TDOC) a Smart Long-Term Buy?
RiverPark Funds, an investment management firm, published its “RiverPark Long/Short Opportunity Fund” first quarter 2022 investor letter – a copy of which can be downloaded...
Here’s What Makes American Electric Power (AEP) a Great Investment Pick
ClearBridge Investments, an investment management firm, published its “Value Equity Strategy” first quarter 2022 investor letter – a copy of which can be downloaded here...
Here’s Why Farrer Wealth Advisors Believe that Sea (SE)’s Future is “Still Bright”
Farrer Wealth Advisors, an investment management firm, published its “Farrer Wealth Managed Solution” first quarter 2022 investor letter – a copy of which can be downloaded...
ClearBridge Investments Value Equity Strategy’s Q1 2022 Investor Letter
ClearBridge Investments, an investment management firm, published its “Value Equity Strategy” first quarter 2022 investor letter – a copy of which can be downloaded here...
Farrer Wealth Advisors’ Q1 2022 Investor Letter
Farrer Wealth Advisors, an investment management firm, published its “Farrer Wealth Managed Solution” first quarter 2022 investor letter – a copy of which can be downloaded...
Is it a Good Move to Invest in Blackstone (BX)?
Third Avenue Management, an investment management firm, published its “Real Estate Value Fund” first quarter 2022 investor letter – a copy of which can be downloaded here...
Is AMERCO (UHAL) a Good Long-Term Investment?
Third Avenue Management, an investment management firm, published its “Real Estate Value Fund” first quarter 2022 investor letter – a copy of which can be downloaded here...
Is W.W. Grainger (GWW) a Great Investment Pick?
Third Avenue Management, an investment management firm, published its “Real Estate Value Fund” first quarter 2022 investor letter – a copy of which can be downloaded here...
Is it Time to Consider Selling Your DR Horton (DHI) Position?
Third Avenue Management, an investment management firm, published its “Real Estate Value Fund” first quarter 2022 investor letter – a copy of which can be downloaded here...
Here’s a Reason to Consider Buying Netflix (NFLX) Shares
RiverPark Funds, an investment management firm, published its “RiverPark Long/Short Opportunity Fund” first quarter 2022 investor letter – a copy of which can be downloaded...
Is Baker Hughes (BKR) a Smart Long-Term Investment?
Sound Shore Management, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Here’s Why You Should Consider Buying Alleghany Corp. (Y) Shares
Sound Shore Management, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Is it a Good Time to Increase Your Vontier Corp. (VNT) Position?
Sound Shore Management, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Is it Still a Wise Choice to Invest in NXP Semiconductors (NXPI)?
Sound Shore Management, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Is Thor Industries (THO) a Smart Long-Term Buy?
Tweedy, Browne Company LLC, an investment management firm, published its “International Value Fund” first quarter 2022 investor letter – a copy of which can be downloaded...
Alluvial Capital: “P10 (PX)’s Future is as Bright as Ever”
Alluvial Capital Management, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Is it a Wise Decision to Buy Bunge Limited (BG) Shares?
Old West Investment Management, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
RiverPark Long/Short Opportunity Fund’s Q1 2022 Investor Letter
RiverPark Funds, an investment management firm, published its “RiverPark Long/Short Opportunity Fund” first quarter 2022 investor letter – a copy of which can be downloaded...
Third Avenue Management Real Estate Value Fund’s Q1 2022 Investor Letter
Third Avenue Management, an investment management firm, published its “Real Estate Value Fund” first quarter 2022 investor letter – a copy of which can be downloaded here...
Old West Investment Management’s Q1 2022 Investor Letter
Old West Investment Management, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Alluvial Capital Management’s Q1 2022 Investor Letter
Alluvial Capital Management, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
