Thermo Fisher Scientific (TMO) Fell as Expectations for Demand Recovery in 2025 Continue to Moderate
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” fourth quarter 2024 investor letter.
Author Archive - Soumya Eswaran
MercadoLibre (MELI) Fell after US Election
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” fourth quarter 2024 investor letter.
Here’s Why Parnassus Growth Equity Fund Sold UnitedHealth Group (UNH)
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” fourth quarter 2024 investor letter.
Should You Invest in Datadog (DDOG)?
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” fourth quarter 2024 investor letter.
What Makes DoorDash (DASH) an Attractive Bet?
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” fourth quarter 2024 investor letter.
Here’s Why Parnassus Growth Equity Fund Decided to Sell AstraZeneca PLC (AZN)
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” fourth quarter 2024 investor letter.
Should You Sell LVMH Moet Hennessy LVMH Moët Hennessy – Louis Vuitton, Société Européenne (LVMUY)?
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” fourth quarter 2024 investor letter.
Should You Invest in Exact Sciences Corp. (EXAS)?
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” fourth quarter 2024 investor letter.
Here’s Why NVIDIA (NVDA) is on Detractor’s List of Parnassus Growth Equity Fund
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” fourth quarter 2024 investor letter.
Here’s What Lifted Taiwan Semiconductor Manufacturing Company Limited (TSM) in Q4
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” fourth quarter 2024 investor letter.
Here’s What Lifted Natera (NTRA) in Q4 and 2024
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” fourth quarter 2024 investor letter.
Parnassus Investments Growth Equity Fund’s Q4 2024 Investor Letter
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” fourth quarter 2024 investor letter.
What Makes Snowflake (SNOW) an Attractive Investment?
Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” fourth quarter 2024 investor letter.
Burke Wealth Management Repurchased Charter Communications (CHTR) Due to its Improving Visibility And Business Trends
Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” fourth quarter 2024 investor letter.
Here’s Why Burke Wealth Management Decided to Trim UnitedHealth Group Incorporated (UNH)
Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” fourth quarter 2024 investor letter.
Strong Management Lifted CrowdStrike Holdings (CRWD) During the Largest IT Outage Ever
Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” fourth quarter 2024 investor letter.
Adobe’s (ADBE) AI Innovation Struggled to Drive Financial Gains
Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” fourth quarter 2024 investor letter.
BURKE Wealth Management Decided to Sell its Long-Time Holding Alphabet (GOOG). Here’s Why
Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” fourth quarter 2024 investor letter.
Novo Nordisk A/S (NVO) Traded Lower Due To Investor Disappointment Over Its New Drug In Obesity
Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” fourth quarter 2024 investor letter.
Amazon.com (AMZN) Surged on Robust Results
Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” fourth quarter 2024 investor letter.
Burke Wealth Management’s Q4 2024 Investor Letter
Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” fourth quarter 2024 investor letter.
Here’s Why L’Oréal S.A. (LRLCY) Traded Down in Q4
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” fourth-quarter 2024 investor letter.
Polen Global Growth Strategy Sold LVMH Moët Hennessy – Louis Vuitton, Société Européenne (LVMUY) as its Business Momentum Started to Revert
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” fourth-quarter 2024 investor letter.
Potential Risk of Business Slowdown Drove Polen Global Growth Strategy to Trim Airbnb (ABNB)
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” fourth-quarter 2024 investor letter.
Novo Nordisk A/S (NVO) Dropped as Trial Results Fell Short of Expectations
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” fourth-quarter 2024 investor letter.
ICON Public Limited Company (ICLR) Slid on Disappointing Earnings
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” fourth-quarter 2024 investor letter.
Polen Global Growth Strategy Trimmed Alphabet (GOOG) Amid Price Appreciation
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” fourth-quarter 2024 investor letter.
Here’s What Lifted Paycom Software (PAYC) Stock up More Than 20%
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” fourth-quarter 2024 investor letter.
Polen Capital Global Growth Strategy’s Q4 2024 Investor Letter
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” fourth-quarter 2024 investor letter.
Floor & Decor Holdings (FND) Slid on Concerns Related to Tariff Increase
Wasatch Global Investors, an asset management company, released its “Wasatch Long/Short Alpha Fund” fourth-quarter 2024 investor letter.
Here’s How Wasatch Long/Short Alpha Fund Benefitted from its Short Position Acadia Healthcare Company (ACHC)
Wasatch Global Investors, an asset management company, released its “Wasatch Long/Short Alpha Fund” fourth-quarter 2024 investor letter.
Here’s How IonQ (IONQ) Impacted Wasatch Long/Short Alpha Fund’s Performance
Wasatch Global Investors, an asset management company, released its “Wasatch Long/Short Alpha Fund” fourth-quarter 2024 investor letter.
HealthEquity (HQY) Surged as Interest Rates Rose
Wasatch Global Investors, an asset management company, released its “Wasatch Long/Short Alpha Fund” fourth-quarter 2024 investor letter.
ICF International (ICFI) Slid on Trump’s Plans To Cut Government Spending
Wasatch Global Investors, an asset management company, released its “Wasatch Long/Short Alpha Fund” fourth-quarter 2024 investor letter.
Wasatch Global Investors Long/Short Alpha Fund’s Q4 2024 Investor Letter
Wasatch Global Investors, an asset management company, released its “Wasatch Long/Short Alpha Fund” fourth-quarter 2024 investor letter.
CubeSmart (CUBE) Fell on Rise in 10-Year Treasury Yields
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Should You Hold NVR (NVR)?
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Several Positive News Lifted Formula One Group (FWONK) in Q4
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Should You Invest in Solventum Corporation (SOLV)?
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Does ICON Public Limited Company (ICLR) have a Favorable Long-Term Outlook?
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
WESCO International (WCC) Surged on Strong Demand in its Data Center Business
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
What Makes Teleflex Incorporated (TFX) a Cash-Generative Business?
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Diamond Hill Capital Mid Cap Strategy Added LPL Financial Holdings (LPLA) on Dip
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
What Makes Teledyne Technologies Incorporated (TDY) an Investment Bet?
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Should You Consider Adding Informatica (INFA) to Your Portfolio?
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Alaska Air Group (ALK) Rose in Q4
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Continued Demand Lifted Ciena Corporation (CIEN) in Q4
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Diamond Hill Capital Mid Cap Strategy’s Q4 2024 Investor Letter
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” fourth-quarter 2024 investor letter.
Broadcom (AVGO) Reported a Strong Q4
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” fourth quarter 2024 investor letter.
Renewed Optimism For Deregulation and Increased Capital Markets Activity Lifted The Goldman Sachs Group (GS)
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” fourth quarter 2024 investor letter.
