Is Allegion Public Limited Co. (ALLE) an Undervalued Stock?
Fiduciary Management Inc. (FMI), an independent money management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Author Archive - Soumya Eswaran
Fiduciary Management Inc.’s Q1 2025 Investor Letter
Fiduciary Management Inc. (FMI), an independent money management firm, released its first-quarter 2025 investor letter.
Several Headwinds Impacted Nvidia Corporation’s (NVDA) Performance in Q1
Fred Alger Management, an investment management company, released its “Alger Spectra Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Factors that Lifted GFL Environmental (GFL) in Q1
Fred Alger Management, an investment management company, released its “Alger Spectra Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
HEICO Corporation (HEI) Surged after Reporting Strong Q1 Results
Fred Alger Management, an investment management company, released its “Alger Spectra Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Should You be Confident in Microsoft Corporation’s (MSFT) Ability to Retain Leadership Position in AI?
Fred Alger Management, an investment management company, released its “Alger Spectra Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes Amazon.com (AMZN) a Fundamentally Strong Company?
Fred Alger Management, an investment management company, released its “Alger Spectra Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Spotify (SPOT) Rose Due to Favourable Trends
Fred Alger Management, an investment management company, released its “Alger Spectra Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Alger Spectra Fund’s Q1 2025 Investor Letter
Fred Alger Management, an investment management company, released its “Alger Spectra Fund” first quarter 2025 investor letter.
Here’s Why Taiwan Semiconductor (TSM) Plummeted in Q1
Middle Coast Investing, an investment advisor firm, released its first-quarter investor letter. A copy of the letter can be downloaded here.
Here’s the Update on Discover Financial and Capital One Financial Corporation’s (COF) Deal
Middle Coast Investing, an investment advisor firm, released its first-quarter investor letter. A copy of the letter can be downloaded here.
Vimeo’s (VMEO) Declining Legacy Business is Hurting Overall Growth
Middle Coast Investing, an investment advisor firm, released its first-quarter investor letter. A copy of the letter can be downloaded here.
Here’s What Happened to DallasNews Corporation (DALN) in Q1
Middle Coast Investing, an investment advisor firm, released its first-quarter investor letter. A copy of the letter can be downloaded here.
What Makes Alphabet (GOOG) a Better Stock Compared to its Peers?
Middle Coast Investing, an investment advisor firm, released its first-quarter investor letter. A copy of the letter can be downloaded here.
Here are the Two Things That Went Right For Astronics Corporation (ATRO) in Q1
Middle Coast Investing, an investment advisor firm, released its first-quarter investor letter. A copy of the letter can be downloaded here.
Middle Coast Investing Increased its Stake in Progressive (PGR). Here’s Why
Middle Coast Investing, an investment advisor firm, released its first-quarter investor letter. A copy of the letter can be downloaded here.
Here’s What Boosted Grupo Aeroportuario del Centro Norte, S.A.B. de C.V. (OMAB) in Q1
Middle Coast Investing, an investment advisor firm, released its first-quarter investor letter. A copy of the letter can be downloaded here.
Portillo’s Inc.’s (PTLO) Momentum Turned in Q1
Middle Coast Investing, an investment advisor firm, released its first-quarter investor letter. A copy of the letter can be downloaded here.
Here’s What is Hurting Tripadvisor’s (TRIP) Overall Sales Growth
Middle Coast Investing, an investment advisor firm, released its first-quarter investor letter. A copy of the letter can be downloaded here.
What Makes Sonoco Products (SON) an Attractive Stock?
Middle Coast Investing, an investment advisor firm, released its first-quarter investor letter. A copy of the letter can be downloaded here.
Here’s Why Middle Coast Investing Sold Axcelis (ACLS)
Middle Coast Investing, an investment advisor firm, released its first-quarter investor letter. A copy of the letter can be downloaded here.
Here’s Why Middle Coast Investing Added Everus Construction Group (ECG) to its Portfolio
Middle Coast Investing, an investment advisor firm, released its first-quarter investor letter. A copy of the letter can be downloaded here.
Middle Coast Investing’s Q1 2025 Investor Letter
Middle Coast Investing, an investment advisor firm, released its first-quarter investor letter.
Should You Consider Adding Marathon Petroleum Corporation (MPC) to Your Portfolio?
Oakmark Funds, advised by Harris Associates, released its “Oakmark Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes Constellation Brands (STZ) an Investment Bet?
Oakmark Funds, advised by Harris Associates, released its “Oakmark Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s What Boosted American International Group (AIG) in Q1
Oakmark Funds, advised by Harris Associates, released its “Oakmark Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Alphabet (GOOG) Fell in Q1 Despite Meeting Earnings Expectations
Oakmark Funds, advised by Harris Associates, released its “Oakmark Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Oakmark Fund’s Q1 2025 Investor Letter
Oakmark Funds, advised by Harris Associates, released its “Oakmark Fund” first quarter 2025 investor letter.
Here’s Why Vulcan Value Partners Purchased TPG (TPG)
Investment management company Vulcan Value Partners recently released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Skyworks Solutions (SWKS) Lost Market Share in Q1
Investment management company Vulcan Value Partners recently released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Is Stanley Black & Decker (SWK) a Fundamentally Strong Business?
Investment management company Vulcan Value Partners recently released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here are the Reasons to Invest in Jones Lang LaSalle Incorporated (JLL)
Investment management company Vulcan Value Partners recently released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes Medpace Holdings (MEDP) an Investment Bet?
Investment management company Vulcan Value Partners recently released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Will PROG Holdings (PRG) Be Able to Rebound?
Investment management company Vulcan Value Partners recently released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Should You Invest in Ituran Location and Control Ltd. (ITRN)?
Investment management company Vulcan Value Partners recently released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Salesforce (CRM) Slid in Q1 as Growth Guidance Fell Short of Expectations
Investment management company Vulcan Value Partners recently released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Amazon.com (AMZN) Sold Off in Q1 Along with Peers
Investment management company Vulcan Value Partners recently released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Alphabet (GOOG) Traded Lower in Q1
Investment management company Vulcan Value Partners recently released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Vulcan Value Partners Increased its Holdings in Microsoft (MSFT)
Investment management company Vulcan Value Partners recently released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Vulcan Value Partners’ Q1 2025 Investor Letter
Investment management company Vulcan Value Partners recently released its first-quarter 2025 investor letter. The first quarter experienced the return of volatility.
Here’s Why New Gold (NGD) Doubled in 2024
Heartland Advisors, an investment management company, released its “Heartland Value Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
How will PotlatchDeltic (PCH) Benefit from Recent Policy Changes?
Heartland Advisors, an investment management company, released its “Heartland Value Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Do You Believe in Columbus McKinnon Corp.’s (CMCO) Compelling Risk/Reward Opportunity?
Heartland Advisors, an investment management company, released its “Heartland Value Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
Heartland Advisors Value Fund’s Q1 2025 Investor Letter
Heartland Advisors, an investment management company, released its “Heartland Value Fund” first quarter 2025 investor letter.
Strong Results Lifted Sony Group Corporation (SONY) in Q1
Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Strategy” first quarter 2025 investor letter. A copy of the letter can be...
What Makes Alphabet (GOOG) a Lucrative Investment?
Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Strategy” first quarter 2025 investor letter. A copy of the letter can be...
Aristotle Capital Value Equity Strategy Chose to Exit Millrose Properties (MRP)
Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Strategy” first quarter 2025 investor letter. A copy of the letter can be...
Aristotle Capital Value Equity Strategy Decided to Sell Honeywell International (HON) Due to Short-Time Uncertainty
Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Strategy” first quarter 2025 investor letter. A copy of the letter can be...
Here’s Aristotle Capital’s Value Equity Strategy’s Investment Thesis for Air Products and Chemicals (APD)
Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Strategy” first quarter 2025 investor letter. A copy of the letter can be...
Adobe (ADBE) Declined Despite Reporting Record Revenue
Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Strategy” first quarter 2025 investor letter. A copy of the letter can be...
