Fairfax Financial Holdings Limited (FRFHF) Reported an Exceptional Quarter
River Road Asset Management, an investment management company released its “River Road Large Cap Value Select Fund” Q4 2024 investor letter.
Author Archive - Soumya Eswaran
Lululemon Athletica (LULU) Surged on Strong Performance Metrics
River Road Asset Management, an investment management company released its “River Road Large Cap Value Select Fund” Q4 2024 investor letter.
AMG River Road Large Cap Value Select Fund’s Q4 2024 Investor Letter
River Road Asset Management, an investment management company released its “River Road Large Cap Value Select Fund” Q4 2024 investor letter.
Here’re the Reasons to Invest in Pinterest (PINS)
Renaissance Investment Management, an investment management company, released its Q4 2024 “Large Cap Growth Strategy” investor letter.
Renaissance Large Cap Growth Strategy Sold WEX (WEX) Amid Deteriorating Fundamental Factors
Renaissance Investment Management, an investment management company, released its Q4 2024 “Large Cap Growth Strategy” investor letter.
Multiple Factors Lifted AppLovin (APP) in Q4
Renaissance Investment Management, an investment management company, released its Q4 2024 “Large Cap Growth Strategy” investor letter.
Here’s Why Booz Allen Hamilton Holding Corporation (BAH) Slid in Q4
Renaissance Investment Management, an investment management company, released its Q4 2024 “Large Cap Growth Strategy” investor letter.
HCA Healthcare (HCA) Fell Following the Presidential Election
Renaissance Investment Management, an investment management company, released its Q4 2024 “Large Cap Growth Strategy” investor letter.
Solid Results Boosted Broadcom’s (AVGO) Performance in Q4
Renaissance Investment Management, an investment management company, released its Q4 2024 “Large Cap Growth Strategy” investor letter.
Renaissance Investment Management Large Cap Growth Strategy’s Q4 2024 Investor Letter
Renaissance Investment Management, an investment management company, released its Q4 2024 “Large Cap Growth Strategy” investor letter.
Silver Beech’s Investment Thesis for Rentokil Initial (RTO)
Silver Beech Capital, a value-oriented investment management firm, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Silver Beech Capital’s Q4 2024 Investor Letter
Silver Beech Capital, a value-oriented investment management firm, released its fourth-quarter 2024 investor letter.
What Makes Taiwan Semiconductor Manufacturing Co. (TSM) a Lucrative Investment?
Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...
What Makes Meta (META) a Powerful Global Advertising Ecosystem?
Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...
Does Tesla (TSLA) have a Unique, Integrated Growth Trajectory?
Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...
What Leads Amazon (AMZN) to the Next Leg Of Growth And Profitability?
Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...
Is Alibaba (BABA) Positioned For a Breakout?
Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...
Goldman Sachs’ (GS) Adaptability and Core Strengths Set the Stage for Sustained Growth
Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...
Here’s Why Nightview Capital Decided to Sell DraftKings (DKNG)
Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...
Is Wynn Resorts (WYNN) a Compelling And Overlooked Position?
Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...
Will Las Vegas Sands (LVS) Be Able to Provide Long-Term Value Creation?
Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...
Nightview Capital: Charles Schwab (SCHW) is Rebounding After a Challenging Period
Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...
Here’s What Makes BlackRock (BLK) an Attractive Long-Term Investment
Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...
Nightview Capital’s Investment Thesis for Deere & Company (DE)
Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...
What Makes Morgan Stanley (MS) an Attractive Bet?
Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...
Here’s How MGM Resorts (MGM) is Leading the Charge in Hospitality Industry
Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...
Here are Airbnb’s (ABNB) Competitive Advantages
Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...
Here’s How Hyatt (H) is Strengthening its Business
Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...
Should You be Confident in Qualcomm’s (QCOM) Execution Abilities?
Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...
Does Netflix (NFLX) have Continued Runway For Growth?
Nightview Capital, an investment management company, that concentrates exclusively on publicly traded equity strategies, released its fourth quarter 2024 investor letter. A copy...
Nightview Capital’s Q4 2024 Investor Letter
Nightview Capital, an investment management company, that concentrates exclusively on publicly traded equity strategies, released its fourth quarter 2024 investor letter. This...
Turtle Creek Asset Management’s Updates on Berry Global Group (BERY)
Turtle Creek Asset Management, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Turtle Creek Asset Management Added Kinsale Capital Group (KNSL)
Turtle Creek Asset Management, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Turtle Creek Asset Management Exited its Position in Discover Financial Services (DFS)
Turtle Creek Asset Management, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Should You Invest in WillScot Holdings Corporation (WSC)?
Turtle Creek Asset Management, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Bread Financial Holdings (BFH) Surged in Q4 and 2024
Turtle Creek Asset Management, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Turtle Creek Asset Management’s Q4 2024 Investor Letter
Turtle Creek Asset Management, an investment management company, released its fourth quarter 2024 investor letter.
Impinj (PI) Shares Pulled Back in Q4 After Nine Months of Strong Run
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Small Cap Growth Fund” fourth quarter 2024 investor letter.
TransMedics Group (TMDX) Missed Expectations Due to Seasonality
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Small Cap Growth Fund” fourth quarter 2024 investor letter.
Would Zeta Global Holdings Corp. (ZETA) be able to Deliver Steady Revenue Growth And Margin Performance?
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Small Cap Growth Fund” fourth quarter 2024 investor letter.
Vaxcyte (PCVX) Struggled Amid Political Uncertainty
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Small Cap Growth Fund” fourth quarter 2024 investor letter.
Earnings Beat and Improved Guidance Boosted BILL Holdings (BILL)
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Small Cap Growth Fund” fourth quarter 2024 investor letter.
LPL Financial Holdings (LPLA) Surged on Robust Organic Growth and Favorable Market Dynamics
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Small Cap Growth Fund” fourth quarter 2024 investor letter.
Here are Factors That Lifted PJT Partners (PJT) in Q4
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Small Cap Growth Fund” fourth quarter 2024 investor letter.
Here’s Why Freshworks (FRSH) Rose in Q4
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Small Cap Growth Fund” fourth quarter 2024 investor letter.
Here’s What Challenged Evolent Health (EVH) Despite Strong Revenue Growth
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Small Cap Growth Fund” fourth quarter 2024 investor letter.
Carillon Eagle Small Cap Growth Fund’s Q4 2024 Investor Letter
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Small Cap Growth Fund” fourth quarter 2024 investor letter.
Here’s How LVS Advisory Embraced Change in Medpace Holdings (MEDP) Investments
LVS Advisory, a New York City-based full-service investment firm, recently released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
LVS Advisory’s Q4 2024 Investor Letter
LVS Advisory, a New York City-based full-service investment firm, recently released its fourth-quarter 2024 investor letter.
Here are TMR Investments’ Views on WM Technology (MAPS)
TMR Investments, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
