Does Target Corporation (TGT) Stock Offer Strong Upside from the Current Price?
Matrix Asset Advisors, an asset management company, released its Q1 2025 investor letter. A copy of the letter can be downloaded here.
Author Archive - Soumya Eswaran
Matrix Asset Advisors’ Q1 2025 Investor Letter
Matrix Asset Advisors, an asset management company, released its Q1 2025 investor letter.
What Makes Sea Limited (SE) a Growing Company?
SaltLight Capital, an investment management company, has released its “SaltLight SNN Worldwide Flexible FR Fund” Q1 2025 investor letter.
SaltLight Capital Management’s Q1 2025 Investor Letter
SaltLight Capital, an investment management company, has released its “SaltLight SNN Worldwide Flexible FR Fund” Q1 2025 investor letter.
Factors that Powered HCI Group’s (HCI) Performance in Q1
Wasatch Global Investors, an asset management company, released its “Wasatch Micro-Cap Fund” first-quarter 2025 investor letter.
Bowhead Specialty Holdings (BOW) Reported Strong Earnings, 20% Topline Growth Expected in 2025
Wasatch Global Investors, an asset management company, released its “Wasatch Micro-Cap Fund” first-quarter 2025 investor letter.
Weave Communications (WEAV) Fell on Conservative 2025 Guidance
Wasatch Global Investors, an asset management company, released its “Wasatch Micro-Cap Fund” first-quarter 2025 investor letter.
Wasatch Micro Cap Fund Exited Its Position in Xponential Fitness (XPOF)
Wasatch Global Investors, an asset management company, released its “Wasatch Micro-Cap Fund” first-quarter 2025 investor letter.
Should You Hold Addus HomeCare Corp. (ADUS)?
Wasatch Global Investors, an asset management company, released its “Wasatch Micro-Cap Fund” first-quarter 2025 investor letter.
EZCORP (EZPW) Surged on Its Counter-Cyclical Demand
Wasatch Global Investors, an asset management company, released its “Wasatch Micro-Cap Fund” first-quarter 2025 investor letter.
Wasatch Global Investors Micro-Cap Fund’s Q1 2025 Investor Letter
Wasatch Global Investors, an asset management company, released its “Wasatch Micro-Cap Fund” first-quarter 2025 investor letter.
Loomis Sayles Global Growth Fund Trimmed Alibaba Group Holding Limited (BABA) in Q1. Here’s Why
Loomis Sayles, an investment management company, released its “Global Growth Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Alphabet (GOOG) is on Detractors’ List of Loomis Sayles Global Growth Fund
Loomis Sayles, an investment management company, released its “Global Growth Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Does Tesla (TSLA) Offer a Compelling Reward-To-Risk Opportunity?
Loomis Sayles, an investment management company, released its “Global Growth Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes Novartis AG (NVS) a Differentiated Business?
Loomis Sayles, an investment management company, released its “Global Growth Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Amazon.com (AMZN) Dropped on Guidance That Fell Short of Market Expectations
Loomis Sayles, an investment management company, released its “Global Growth Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s WhyMercadoLibre (MELI) has Strong Growth Prospects
Loomis Sayles, an investment management company, released its “Global Growth Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Loomis Sayles Global Growth Fund’s Q1 2025 Investor Letter
Loomis Sayles, an investment management company, released its “Global Growth Fund” first quarter 2025 investor letter.
Flywire Corporation (FLYW) Traded Lower as Guidance Fell Short of Expectations
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Small Cap Growth Fund” first quarter 2025 investor letter.
Protagonist Therapeutics (PTGX) Rose on Positive Trial Outcome
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Small Cap Growth Fund” first quarter 2025 investor letter.
SpringWorks Therapeutics (SWTX) Surged on Acquisition News
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Small Cap Growth Fund” first quarter 2025 investor letter.
Here’s Why Aris Water Solutions (ARIS) Performed Well in Q1
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Small Cap Growth Fund” first quarter 2025 investor letter.
Should You be Optimistic on Shake Shack’s (SHAK) Growth?
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Small Cap Growth Fund” first quarter 2025 investor letter.
Abercrombie & Fitch Co. (ANF) Fell on Concerns Over Gross Margins and Growth
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Small Cap Growth Fund” first quarter 2025 investor letter.
Here’s Why Vaxcyte (PCVX) Sold Off in Q1
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Small Cap Growth Fund” first quarter 2025 investor letter.
AAON (AAON) Slid on Disappointing Quarterly Update
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Small Cap Growth Fund” first quarter 2025 investor letter.
Carillon Eagle Small Cap Growth Fund’s Q1 2025 Investor Letter
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Small Cap Growth Fund” first quarter 2025 investor letter.
Kinsale Capital Group (KNSL) Reported Better-Than-Expected Growth in Q1
Baron Funds, an investment management company, released its “Baron Small Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Vertiv Holdings (VRT) Declined Due to DeepSeek AI App Launch
Baron Funds, an investment management company, released its “Baron Small Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
The Baldwin Insurance Group (BWIN) Grows Amid Positive Operating Trends and Stablility of Insurance Stocks
Baron Funds, an investment management company, released its “Baron Small Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
The Trade Desk (TTD) Slid on an Earnings Miss
Baron Funds, an investment management company, released its “Baron Small Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Gartner (IT) Faced Challenges due to Concerns Over Government Spending Cuts
Baron Funds, an investment management company, released its “Baron Small Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Baron Small Cap Fund Sold SBA Communications Corp. (SBAC) on Price Appreciation
Baron Funds, an investment management company, released its “Baron Small Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Baron Small Cap Fund Exited Its Position in Ibotta (IBTA)
Baron Funds, an investment management company, released its “Baron Small Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes RadNet (RDNT) an Investment Bet?
Baron Funds, an investment management company, released its “Baron Small Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Do You Believe in the Upside Potential of PAR Technology Corporation (PAR)?
Baron Funds, an investment management company, released its “Baron Small Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Baron Small Cap Fund’s Q1 2025 Investor Letter
Baron Funds, an investment management company, released its “Baron Small Cap Fund” first-quarter 2025 investor letter.
Perimeter Solutions (PRM) Declined in Q1 Despite Strong Results
Weitz Investment Management, an investment management firm, released its “Multi-Cap Equity Fund” first-quarter 2025 investor letter.
Alphabet (GOOG): Weitz Multi-Cap Equity Fund’s Top Q1 Detractor
Weitz Investment Management, an investment management firm, released its “Multi-Cap Equity Fund” first-quarter 2025 investor letter.
Standout Earnings Lifted HEICO (HEI) in Q1
Weitz Investment Management, an investment management firm, released its “Multi-Cap Equity Fund” first-quarter 2025 investor letter.
Berkshire Hathaway (BRK-B): Low Beta Stock in a Volatile Market
Weitz Investment Management, an investment management firm, released its “Multi-Cap Equity Fund” first-quarter 2025 investor letter.
Weitz Investment Management Multi-Cap Equity Fund’s Q1 2025 Investor Letter
Weitz Investment Management, an investment management firm, released its “Multi-Cap Equity Fund” first-quarter 2025 investor letter.
Vistra Corp. (VST) is Continuing its Upward Trajectory
Sound Shore Management, an investment management firm, has released its investor letter for the first quarter of 2025. A copy of the letter can be downloaded here.
Does The Walt Disney Company (DIS) Offer an Attractive Risk/Reward Potential?
Sound Shore Management, an investment management firm, has released its investor letter for the first quarter of 2025. A copy of the letter can be downloaded here.
PayPal (PYPL) Slid after a Strong 2024
Sound Shore Management, an investment management firm, has released its investor letter for the first quarter of 2025. A copy of the letter can be downloaded here.
Check Point Software Technologies Ltd. (CHKP) Boosts Earnings and Increases Share Buybacks with Strong Free Cash Flow
Sound Shore Management, an investment management firm, has released its investor letter for the first quarter of 2025. A copy of the letter can be downloaded here.
Regulatory Shake-Up Led to the Sell Off in Teva Pharmaceutical Industries Limited (TEVA)
Sound Shore Management, an investment management firm, has released its investor letter for the first quarter of 2025. A copy of the letter can be downloaded here.
Sound Shore Fund’s Q1 2025 Investor Letter
Sound Shore Management, an investment management firm, has released its investor letter for the first quarter of 2025.The fund’s Investor Class (SSHFX) and Institutional Class...
Softer-than-Expected Guidance and Results Weighed on Block’s (XYZ) Shares
Baron Funds, an investment management company, released its “Baron FinTech Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.
Apollo Global Management (APO) Slid on Uncertainty and Volatility
Baron Funds, an investment management company, released its “Baron FinTech Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S.
