Here’s Why Upslope Capital Shorting Tesla Inc (NASDAQ: TSLA)
Colorado-based investment firm Upslope Capital Management recently published its Q2 investor letters (you can download a copy here).
Author Archive - M.Nadeem
Upslope Capital Goes Long On Molson Coors Brewing Co (NYSE: TAP)
Colorado-based investment firm Upslope Capital Management sees a value in Molson Coors Brewing Co (NYSE: TAP), a Colorado-based brewing firm with a market cap of $14.43 billion...
Here Is Why Upslope Capital Loves Cboe Global Markets (NASDAQ: CBOE)
Colorado-based investment firm Upslope Capital Management is bullish on Cboe Global Markets Inc (NASDAQ: CBOE), one of the world's largest exchange holding companies.
Upslope Capital Q2 Investor Letter
Upslope Capital Management, an investment management firm based in Denver, Colorado, recently published its Q2 2018 investor letter - you can download a copy below. The letter...
Fastenal Company (FAST): Wedgewood Capital Trims Stake But Still Happy With Business
In its Q2 investor letter, Wedgewood Capital said that it trimmed is stake in Fastenal Company (NASDAQ:FAST) because the company "hasn’t been able to generate better operating...
Why Wedgewood Loves Cognizant Technology Solutions (CTSH)
St. Louis, Missouri investment firm Wedgewood Partners recently published its Q2 investor letter – you can download a copy here.
Here’s What Wedgewood Thinks About Berkshire Hathaway (BRK.A) (BRK.B)
Wedgewood Partners, an investment firm based in St. Louis, Missouri, recently published its Q2 investor letter.
Here’s Why Wiedower Capital Is Crazy About JD.Com
Texas-based investment firm Wiedower Capital is bullish on JD.Com Inc (ADR) (NASDAQ: JD), which operates the third largest e-commerce portal in China.
Wedgewood Partners Q2 Investor Letter
The firm’s composite increased 4.85% (net-of-fees) during the second quarter of 2018.
Wiedower Capital 1H’18 Investor Letter
In the letter to investors, Managing Director Travis Wiedower said that Wiedower Capital focuses "on the highest-quality companies and CEOs that have industry tailwinds behind...
Yatra Online (YTRA) Is a Good Long-Term Investment Opportunity: Dane Capital
Dane Capital Management, a New York-based hedge fund that focuses on value and special situations investments, is bullish on Yatra Online Inc (NASDAQ: YTRA).
Limbach Holdings (LMB): Dane Capital Expects ‘70% Upside This Year’
Dane Capital Management, a New York-based hedge fund that focuses on value and special situations investments, is bullish on Limbach Holdings Inc (NASDAQ: LMB).
Why Dane Capital Excited About Lazydays Holdings Inc (NASDAQ: LAZY)
Lazydays Holdings Inc (NASDAQ: LAZY) is a Florida-based firm that specializes in the sales and service of recreational vehicles, rentals, parts and accessories.
Infrastructure & Energy Alternatives (IEA): Dane Capital Foresees Big Growth
Dane Capital Management is a New York-based hedge fund focused on value and special situations investments.
Why Dane Capital Bullish On Daseke Inc (NASDAQ: DSKE)
Dane Capital Management, a New York-based hedge fund that focuses on value and special situations investments, is bullish on Daseke Inc (NASDAQ: DSKE).
Dane Capital Q1’18 Investor Letter
Dane Capital Management, a New York-based hedge fund that focuses on value and special situations investments, recently published its 2018 Q1 investor letter – you can download...
BlueLinx Holdings (BXC) Stock Has Growth Potential: Alluvial Capital
Alluvial Capital Management discussed BlueLinx Holdings Inc. (NYSE: BXC) in its Q1 investor letter.
MMA Capital Management (NASDAQ: MMAC): Why Alluvial Capital Loves It
Alluvial Capital Management discussed MMA Capital Management LLC (NASDAQ:MMAC) in its Q1 investor letter.
Alluvial Capital Management Q1 Investor Letter
Alluvial Fund was up modestly in the first quarter, returning 2.7%. The S&P 500 was down slightly, while the Russell 2000 treaded water.
IAC/InterActiveCorp (NASDAQ:IAC): Why Maran Capital Finds It Attractive
In its Q1 Investor Letter, Maran Capital, a value-driven investment management firm led by Dan Roller, discussed IAC/InterActiveCorp (NASDAQ:IAC) and other companies.
Clarus Corp (CLAR) Doing Well But Market Slow to Appreciate Positive Changes: Maran Capital
Maran Capital, a value-driven investment management firm led by Dan Roller, is bullish on Clarus Corp (NASDAQ:CLAR).
Maran Capital Q1 Investor Letter
Maran Capital, a Denver-based value-driven investment management firm led by Dan Roller, recently published its Q1 Investor Letter (you can download a copy below).
SalesForce.com, Inc. (NYSE:CRM): RiverPark Is Crazy About It
RiverPark Large Growth Fund is bullish on SalesForce.com, Inc. (NYSE:CRM), a $98.33-billion market cap customer relationship management software provider.
Oracle (NYSE:ORCL)’s Core Business Transition to Cloud Could Boost Its Profitability: RiverPark
In its Q1 Investor Letter, RiverPark discussed Oracle Corporation (NYSE:ORCL) as well as other companies.
Here’s What RiverPark Thinks About Equinix Inc (NASDAQ:EQIX)
Equinix Inc (NASDAQ:EQIX) is a $32.05-billion market cap provider of Internet connection and related services.
Why RiverPark Showing Love For Ulta Beauty Inc (NASDAQ: ULTA)
RiverPark sees a value in Ulta Beauty Inc (NASDAQ:ULTA) despite the company was a detractor for the fund for the quarter.
Why RiverPark Bullish On Alphabet Inc (NASDAQ:GOOG)
RiverPark is a fan of Alphabet Inc (NASDAQ:GOOG), which is the parent company of the world’s most popular search Google.
Facebook, Inc. (NASDAQ: FB): RiverPark’s Comments On Near-Term, Long-Term Future
RiverPark is bullish on Facebook, Inc. (NASDAQ:FB).
Here’s How RiverPark Views Alliance Data Systems (NYSE: ADS)
RiverPark Large Growth Fund recently published its Q1 Investor Letter in which the fund discussed its quarterly performance and investment thesis on Alliance Data Systems Corporation...
Dollar Tree (NASDAQ: DLTR): Here’s What RiverPark Thinks About It
In its Q1 Investor Letter, RiverPark Large Growth Fund discussed its investment thesis on Dollar Tree, Inc. (NASDAQ: DLTR) and other companies.
Adidas AG (ETR:ADS) has ‘Substantial Worldwide Secular Growth Potential’: RiverPark
RiverPark Large Growth Fund believes that Adidas AG (ETR:ADS) has substantial worldwide secular growth potential, including by closing its underperformance gap with Nike in North...
Mastercard Inc (NYSE: MA): RiverPark Is Crazy About It
In its Q1 investor letter, RiverPark Large Growth Fund discussed MasterCard Inc (NYSE: MA), saying that the payment company has an attractive business model.
Here’s Why RiverPark Sees Attractive Opportunity in Booking Holdings (BKNG)
The RiverPark Large Growth Fund recently published its Q1 investor letter, discussing its quarterly performance and investment thesis on Booking Holdings Inc (NASDAQ: BKNG), Adobe...
RiverPark Is Bullish On Adobe Systems (NASDAQ: ADBE). Should You Be Too?
The RiverPark Large Growth Fund is bullish on Adobe Systems Incorporated (NASDAQ:ADBE).
Trump’s Tweets Present No Substantial Risk to Amazon.com, Inc. (AMZN): RiverPark
The RiverPark Large Growth Fund recently published its Q1 investor letter (you can download a copy here). The letter included the fund’s comments about Amazon.com, Inc.
RiverPark Large Growth Fund Q1 Investor Letter
RiverPark Advisors recently published investor letters to discuss performance of its funds – River Park Focused Value, River Park Growth Fund, River Park High Yield Fund, and...
Here’s What RiverPark Thinks About Colony NorthStar Inc (NYSE: CLNS)
Colony NorthStar Inc (NYSE: CLNS) is a global real estate and investment management firm that invests in real estate and real estate-related assets.
Macquarie Infrastructure (NYSE: MIC) Is “Strong Buying Opportunity”: RiverPark
RiverPark Advisors is bullish on Macquarie Infrastructure Corp (NYSE: MIC), which is engaged in operating infrastructure businesses – including storage tanks, power generation...
CarMax, Inc (NYSE: KMX): RiverPark Is Crazy About It
RiverPark Funds recently published its Q1 Focused Value Fund Investor Letter in which it discussed its investment thesis on CarMax, Inc (NYSE: KMX), a retailer of used vehicles...
RiverPark (Focused Value Fund) Q1 Investor Letter
RiverPark recently published investor letters to discuss performance of its funds – River Park Focused Value, River Park Growth Fund, River Park High Yield Fund, and River Park...
Invuity Inc (NASDAQ: IVTY) Has ‘Opportunity’ Under New CEO: Long Cast Advisers
Long Cast Advisers, a Brooklyn, New York-based investment firm led by Avram Fisher, believes that Invuity Inc (NASDAQ: IVTY) has opportunity under the new CEO "to market, distribute...
Why Long Cast Advisers Loves Sify Technologies Limited (SIFY)
New York-based investment firm Long Cast Advisers sees a value in holding shares of Sify Technologies Limited (NASDAQ: SIFY), which is one of the largest integrated information...
Cynergistek (CTEK) Is “Good Business Inside a Bad Business” Company: Investor
Long Cast Advisers recently published its Q1 Investor Letter (you can download a copy here).
Long Cast Advisers Q1 Investor Letter
Long Cast Advisers, an investment adviser located in Brooklyn, New York, recently published its Q1 Investor Letter.
Here’s What Horizon Kinetics Thinks About Texas Pacific Land Trust (NYSE:TPL)
Texas Pacific Land Trust (NYSE:TPL) is a publicly-traded land trust headquartered in Dallas, Texas.
Horizon Kinetics Q1’18 Investor Letter
In the letter, the investment firm discussed these topics: Anatomy of Systemic Risk; The False Premise of Large Scale Passive Investing: The Free-Ridering Phase of Indexation ...
Sale of Twenty-First Century Fox Inc (NASDAQ:FOXA) Assets to Disney Is Attractive Deal: Broad Run
Broad Run Investment Management is a Virginia-based investment management firm that sees the sale of key assets by Twenty-First Century Fox Inc (NASDAQ:FOXA) to Walt Disney Co...
American Woodmark (NASDAQ: AMWD): Here’s What Broad Run Says About RSI Acquisition
Broad Run Investment Management, a Virginia-based investment management firm, believes that American Woodmark Corporation (NASDAQ: AMWD)’s acquisition of RSI Home Products was...
Broad Run Investment Management Q4 Investor Letter
Broad Run Investment Management is an Arlington, Virginia-based investment management firm.
Enbridge Inc (ENB): Here’s Why Edgemoor Crazy About It
Edgemoor Investment Advisors sees a value in investing in Enbridge Inc (NYSE:ENB), an energy transportation company based in Calgary, Canada.
