Tweedy, Browne Company’s Q1 2022 Investor Letter
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...
Author Archive - Jose Karlo Mari Tottoc
Sound Shore Management’s Q1 2022 Investor Letter
Sound Shore Management, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Kovitz Investment: “Jacobs (J)’s Current Share Price Offers High Probability of Meaningful Returns”
Kovitz Investment Group Partners, an investment management firm, published its "Kovitz Core Equity" first-quarter 2022 investor letter – a copy of which can be downloaded here...
Should You Consider Investing in Hayward Holdings (HAYW)?
Kovitz Investment Group Partners, an investment management firm, published its "Kovitz Core Equity" first-quarter 2022 investor letter – a copy of which can be downloaded here...
Here’s What Makes Spotify (SPOT) a Great Investment Choice
Kovitz Investment Group Partners, an investment management firm, published its "Kovitz Core Equity" first-quarter 2022 investor letter – a copy of which can be downloaded here...
Is it a Good Move to Acquire BWX Technologies (BWXT) Shares?
Upslope Capital Management, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Is it a Good Move to Invest in Casey’s (CASY)?
Upslope Capital Management, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Is it Worthy to Invest in Envestnet (ENV)?
Upslope Capital 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 Investing in FTI Consulting (FCN)
Upslope Capital Management, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Should You Consider Buying Silgan (SLGN) Shares?
Upslope Capital Management, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Is it Still Worthy to Acquire Some Netflix (NFLX) Shares?
Bireme Capital, an investment management firm, published its 1st-quarter 2022 investor letter – a copy of which can be downloaded here.
Bireme Capital: “Meta (FB)’s Core Business Remains One of the Best in the World”
Bireme Capital, an investment management firm, published its 1st-quarter 2022 investor letter – a copy of which can be downloaded here.
Greenhaven Road Capital: “KKR is as Strong as Ever”
Greenhaven Road Capital, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Here’s What Makes PAR Technology (PAR) a Great Long-Term Investment
Greenhaven Road Capital, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Greenhaven Road Capital: “Elastic (ESTC) Remain Intact”
Greenhaven Road Capital, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Greenhaven Road Capital: “Teladoc (TDOC) can Continue to Grow”
Greenhaven Road Capital, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Is it a Wise Move to Invest in Digital Turbine (APPS)?
Greenhaven Road Capital, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Bireme Capital’s Q1 2022 Investor Letter
Bireme Capital, an investment management firm, published its 1st-quarter 2022 investor letter – a copy of which can be downloaded here.
Greenhaven Road Capital’s Q1 2022 Investor Letter
Greenhaven Road Capital, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Kovitz Investment Group Partners’ Q1 2022 Investor Letter
Kovitz Investment Group Partners, an investment management firm, published its "Kovitz Core Equity" first-quarter 2022 investor letter – a copy of which can be downloaded here...
Upslope Capital: “BFAM Passed the ‘Stress Test’ of COVID-19”
Upslope Capital Management, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Is it Safe to Invest in AptarGroup (ATR)?
Upslope Capital Management, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Here’s Why Upslope Capital Exited its MarketAxess (MKTX) Position
Upslope Capital Management, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Is Silgan Holdings (SLGN) a Smart Long-Term Investment?
Upslope Capital Management, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Bronte Capital: “GameStop (GME) Raised Enough Money that Bankruptcy is not an Immediately Likely Outcome”
Bronte Capital, an investment management firm, published its “Amalthea Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.
Oakmark Select Fund’s Top Q1 2022 Detractor: Netflix Inc. (NFLX)
Oakmark Funds, an investment management firm, published its “Oakmark Select Fund” first quarter 2022 investor letter – a copy of which can be seen here. A decline of 6...
Is it a Great Time to Add On to Your Meta (FB) Position?
Oakmark Funds, an investment management firm, published its “Oakmark Select Fund” first quarter 2022 investor letter – a copy of which can be seen here. A decline of 6...
Oakmark Select Fund’s Top Q1 2022 Contributor: APA Corporation (APA)
Oakmark Funds, an investment management firm, published its “Oakmark Select Fund” first quarter 2022 investor letter – a copy of which can be seen here. A decline of 6...
Is EOG Resources (EOG) a Worthy Long-Term Investment?
Oakmark Funds, an investment management firm, published its “Oakmark Select Fund” first quarter 2022 investor letter – a copy of which can be seen here. A decline of 6...
Oakmark Funds: “We Believe Lithia (LAD) Shares are a Bargain Today”
Oakmark Funds, an investment management firm, published its “Oakmark Select Fund” first quarter 2022 investor letter – a copy of which can be seen here. A decline of 6...
Oakmark Global Fund: “GM is Significantly Undervalued”
Oakmark Funds, an investment management firm, published its “Oakmark Global Fund” first quarter 2022 investor letter – a copy of which can be downloaded here. The Oakmark...
Is Credit Suisse (CS) a Smart Long-Term Investment?
Oakmark Funds, an investment management firm, published its “Oakmark Global Fund” first quarter 2022 investor letter – a copy of which can be downloaded here. The Oakmark...
Here’s Why Oakmark Funds Remains Optimistic in adidas (ADDYY)
Oakmark Funds, an investment management firm, published its “Oakmark International Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.
Upslope Capital Management’s Q1 2022 Investor Letter
Upslope Capital Management, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Oakmark International Fund’s Q1 2022 Investor Letter
Oakmark Funds, an investment management firm, published its “Oakmark International Fund” first quarter 2022 investor letter – a copy of which can be downloaded here. The...
Oakmark Global Fund’s Q1 2022 Investor Letter
Oakmark Funds, an investment management firm, published its “Oakmark Global Fund” first quarter 2022 investor letter – a copy of which can be downloaded here. The Oakmark...
Oakmark Select Fund’s Q1 2022 Investor Letter
Oakmark Funds, an investment management firm, published its “Oakmark Select Fund” first quarter 2022 investor letter – a copy of which can be seen here. A decline of 6...
Is it Wise to Keep on Holding Your AMC Shares?
Bronte Capital, an investment management firm, published its “Amalthea Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.
Is Southwestern Energy (SWN) a Smart Long-Term Investment?
Greenlight Capital, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Here’s Why Greenlight Capital Acquired Weatherford International (WFRD) Shares
Greenlight Capital, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Here’s Why Greenlight Capital Decided to Dispose its EchoStar (SATS) Shares
Greenlight Capital, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
Is it a Good Choice to Invest in CarMax (KMX)?
Fiduciary Management, an investment management firm, published its “Large Cap Equity Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.
Is Amazon.com (AMZN) Still an Investment Worthy Stock?
Oakmark Funds, an investment management firm, published its “Oakmark Fund” first quarter 2022 investor letter – a copy of which can be seen here. A return of -3% was reported...
Here’s Why You Should Consider Investing in Equifax (EFX)
Oakmark Funds, an investment management firm, published its “Oakmark Fund” first quarter 2022 investor letter – a copy of which can be seen here. A return of -3% was reported...
Oakmark Funds: “Global Payments (GPN) Looks Attractive at its Current Valuation”
Oakmark Funds, an investment management firm, published its “Oakmark Fund” first quarter 2022 investor letter – a copy of which can be seen here. A return of -3% was reported...
Oakmark Funds: “Pinterest (PINS) Trade Well Below Fair Value on Conventional Metrics”
Oakmark Funds, an investment management firm, published its “Oakmark Fund” first quarter 2022 investor letter – a copy of which can be seen here. A return of -3% was reported...
Oakmark Funds on PulteGroup (PHM): “We Still Find the Stock Attractive”
Oakmark Funds, an investment management firm, published its “Oakmark Fund” first quarter 2022 investor letter – a copy of which can be seen here. A return of -3% was reported...
Here’s What Makes Salesforce (CRM) a Great Investment Choice
Oakmark Funds, an investment management firm, published its “Oakmark Fund” first quarter 2022 investor letter – a copy of which can be seen here. A return of -3% was reported...
Third Avenue Management: “A Lot of Room for Operational Improvement and General Valuation Upside at Ultrapar (UGP)”
Third Avenue Management, an investment management firm, published its “Value Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.
Bronte Capital Amalthea Fund’s Q1 2022 Investor Letter
Bronte Capital, an investment management firm, published its “Amalthea Fund” first quarter 2022 investor letter – a copy of which can be downloaded here.
