Patient Opportunity Equity Strategy’s Q1 2025 Investor Letter
Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” first quarter 2025 investor letter. 2025 got out to a solid...
Author Archive - Soumya Eswaran
Here are JDP Capital’s Updates on CrossingBridge Advisors, LLC (ENDI)
JDP Capital Management, an investment management company, released its “Survivor & Thriver Fund” first quarter 2025 investor letter.
Caesars Entertainment (CZR) Fell Over 25% in Q1
JDP Capital Management, an investment management company, released its “Survivor & Thriver Fund” first quarter 2025 investor letter.
Here’s What Happened to Redfin Corporation (RDFN) After the Acquisition Announcement
JDP Capital Management, an investment management company, released its “Survivor & Thriver Fund” first quarter 2025 investor letter.
Here’s Why Brown & Brown (BRO) Surged in Q1
Madison Investments, an investment advisor, released its “Madison Mid Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Will Gartner (IT) be Able to Manage the Current Challenges?
Madison Investments, an investment advisor, released its “Madison Mid Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Ross Stores (ROST) Fell Due to Macroeconomic Concerns
Madison Investments, an investment advisor, released its “Madison Mid Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s What Lifted W. R. Berkley Corporation (WRB) in Q1
Madison Investments, an investment advisor, released its “Madison Mid Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Arch Capital Group Ltd. (ACGL) Rose on Solid Premium Growth
Madison Investments, an investment advisor, released its “Madison Mid Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Spotify Technology S.A. (SPOT): JDP Capital’s Largest Holding
JDP Capital Management, an investment management company, released its “Survivor & Thriver Fund” first quarter 2025 investor letter.
JDP Capital Management’s Q1 2025 Investor Letter
JDP Capital Management, an investment management company, released its “Survivor & Thriver Fund” first quarter 2025 investor letter. The uncertainty surrounding the impact...
Should You Consider Adding JELD-WEN (JELD) to Your Portfolio?
Miller Value Partners, an investment management company, released its “Deep Value Strategy” first-quarter 2025 investor letter.
Is Nabors Industries (NBR) Trading at an Attractive Price?
Miller Value Partners, an investment management company, released its “Deep Value Strategy” first-quarter 2025 investor letter.
Here’s Why Gannett (GCI) Slid in Q1
Miller Value Partners, an investment management company, released its “Deep Value Strategy” first-quarter 2025 investor letter.
Gray Media (GTN) Rose 37% in Q1
Miller Value Partners, an investment management company, released its “Deep Value Strategy” first-quarter 2025 investor letter.
Miller Value Partners Deep Value Strategy’s Q1 2025 Investor Letter
Miller Value Partners, an investment management company, released its “Deep Value Strategy” first-quarter 2025 investor letter. The year 2025 has been unpredictable.
Sphere Entertainment Co. (SPHR) Traded Lower Due to Profit Taking
Ariel Investments, an investment management company, released its “Ariel Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Paramount Global (PARA) Surged in Q1
Ariel Investments, an investment management company, released its “Ariel Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s What Supports J.M. Smucker Co. (SJM)
Ariel Investments, an investment management company, released its “Ariel Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Quarterly Earnings Beat Lifted Adtalem Global Education (ATGE) in Q1
Ariel Investments, an investment management company, released its “Ariel Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Should You Hold Leslie’s (LESL)?
Ariel Investments, an investment management company, released its “Ariel Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Ariel Fund’s Q1 2025 Investor Letter
Ariel Investments, an investment management company, released its “Ariel Fund” first-quarter 2025 investor letter.
What Makes Kinsale Capital Group (KNSL) an Attractive Investment Opportunity?
Madison Investments, an investment advisor, released its “Madison Mid Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Madison Mid Cap Fund Sold Its Stake in Armstrong World Industries (AWI)
Madison Investments, an investment advisor, released its “Madison Mid Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Does Carlisle Companies Incorporated (CSL) Have a Compelling Valuation?
Madison Investments, an investment advisor, released its “Madison Mid Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
What Makes MKS Instruments (MKSI) a Strong Investment?
Madison Investments, an investment advisor, released its “Madison Mid Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Madison Mid Cap Fund Added Trex Company (TREX) to Its Portfolio
Madison Investments, an investment advisor, released its “Madison Mid Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Madison Mid Cap Fund’s Q1 2025 Investor Letter
Madison Investments, an investment advisor, released its “Madison Mid Cap Fund” first-quarter 2025 investor letter.
What Makes Analog Devices (ADI) an Attractive Bet?
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Core Equity Strategy” first quarter 2025 investor letter.
Solid Results Boosted Intercontinental Exchange (ICE) in Q1
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Core Equity Strategy” first quarter 2025 investor letter.
Guardant Health (GH) Rose Following Several Positive News Reports
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Core Equity Strategy” first quarter 2025 investor letter.
Broadcom (AVGO) Fell Due to Investors’ Concerns
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Core Equity Strategy” first quarter 2025 investor letter.
ServiceNow (NOW) Declined as Guidance Fell Short of Expectations
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Core Equity Strategy” first quarter 2025 investor letter.
Aristotle Atlantic Core Equity Strategy’s Q1 2025 Investor Letter
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Core Equity Strategy” first quarter 2025 investor letter.
Upslope Capital Management Sold Charles River (CRL) Due to Thesis Break
Upslope Capital Management, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Upslope Capital Management Divested VF Corp (VFC) Due to Market Correction
Upslope Capital Management, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Upslope Capital Management Added MarketAxess (MKTX) to its Portfolio
Upslope Capital Management, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Teledyne Tech. (TDY): Upslope Capital Management’s Re-arm and Re-shore Category Stock
Upslope Capital Management, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Upslope Capital Management Exited its Stake in AptarGroup (ATR)
Upslope Capital Management, an investment management firm, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Upslope Capital Management’s Q1 2025 Investor Letter
Upslope Capital Management, an investment management firm, released its first-quarter 2025 investor letter. The First quarter was challenging for the fund.
Here’s Merion Road Capital’s Investment Thesis for Butler National Corp (BUKS)
Merion Road Capital Management, an investment advisor, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Merion Road Capital Shared its Positive Outlook on Monarch Cement (MCEM)
Merion Road Capital Management, an investment advisor, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Merion Road Capital’s Views on Alphabet (GOOG)
Merion Road Capital Management, an investment advisor, released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Merion Road Capital’s Q1 2025 Investor Letter
Merion Road Capital Management, an investment advisor, released its first-quarter 2025 investor letter.
Here are Ariel Appreciation Fund’s Updates on its New Addition Schlumberger NV (SLB)
Ariel Investments, an investment management company, released its “Ariel Appreciation Fund” first-quarter 2025 investor letter.
OneSpaWorld Holdings Ltd. (OSW) Traded Lower in Q1
Ariel Investments, an investment management company, released its “Ariel Appreciation Fund” first-quarter 2025 investor letter.
Norwegian Cruise Line Holdings Ltd. (NCLH) Declined on Investor Concerns Over New Cruise Tax
Ariel Investments, an investment management company, released its “Ariel Appreciation Fund” first-quarter 2025 investor letter.
Knowles Corporation (KN) Fell Following a Quarterly Earnings Miss
Ariel Investments, an investment management company, released its “Ariel Appreciation Fund” first-quarter 2025 investor letter.
Does Bio-Rad Laboratories (BIO) Offer a Solid Financial Profile?
Ariel Investments, an investment management company, released its “Ariel Appreciation Fund” first-quarter 2025 investor letter.
Solid Earnings Result Lifted ADT (ADT) in Q1
Ariel Investments, an investment management company, released its “Ariel Appreciation Fund” first-quarter 2025 investor letter.
