Here’s Why Astera Labs (ALAB) Rallied Strongly in Q4
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Author Archive - Soumya Eswaran
Artisan Partners Small Cap Fund’s Q4 2024 Investor Letter
Artisan Partners, an investment management company, released its “Artisan Small Cap Fund” fourth quarter 2024 investor letter.
Eli Lilly (LLY) Slid on Rare Revenue Miss in its 3Q Update
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” fourth quarter 2024 investor...
Will Netflix (NFLX) be able to Continue To Scale Its Free Cash Flow?
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” fourth quarter 2024 investor...
Strong Results Lifted Shopify (SHOP) in Q4
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” fourth quarter 2024 investor...
UnitedHealth Group (UNH) Fell After Reporting Mixed Operating Metrics
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” fourth quarter 2024 investor...
Uber Technologies (UBER) Fell Due To Fears of Autonomous Cars Despite Strong Results
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” fourth quarter 2024 investor...
Here’s Why NIKE (NKE) Fell in Q4
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” fourth quarter 2024 investor...
Adobe (ADBE) Fell on Disappointing FY2025 Guidance
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” fourth quarter 2024 investor...
NVIDIA (NVDA) Surged on Strong Results and Improved Guidance
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” fourth quarter 2024 investor...
RiverPark Large Growth Fund’s Top Contributor: Amazon.com (AMZN)
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” fourth quarter 2024 investor...
RiverPark Large Growth Fund Views Alphabet (GOOG) as Among The Best-Positioned Secular Growth Franchises In The Market
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” fourth quarter 2024 investor...
RiverPark Large Growth Fund’s Q4 2024 Investor Letter
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” fourth quarter 2024 investor...
Here’s Why Conventum – Alluvium Global Fund Trimmed Liberty Broadband Corporation (LBRDA)
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” fourth-quarter 2024 investor letter.
Conventum – Alluvium Global Fund Lost Capital Over The Entire Holding Period of Capri Holdings Limited (CPRI). Here’s How
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” fourth-quarter 2024 investor letter.
Conventum – Alluvium Global Fund Increased its Position in Charter Communications (CHTR)
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” fourth-quarter 2024 investor letter.
Here’s Why HCA Healthcare (HCA) Fell in Q4
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” fourth-quarter 2024 investor letter.
Positive Results Boosted Alphabet (GOOG) in Q4
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” fourth-quarter 2024 investor letter.
Should You Maintain Your Position in H&R Block (HRB)?
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” fourth-quarter 2024 investor letter.
Here’s Why LyondellBasell Industries N.V. (LYB) Fell 21.3% in Q4
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” fourth-quarter 2024 investor letter.
Visa (V) was Up 15.2% in Q4
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” fourth-quarter 2024 investor letter.
Does Mastercard Incorporated (MA) Have Higher Growth Prospects Compared to Visa?
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” fourth-quarter 2024 investor letter.
McKesson Corporation (MCK) Surged on Increased Guidance
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” fourth-quarter 2024 investor letter.
Conventum – Alluvium Global Fund Increased its Position in Ryanair Holdings plc (RYAAY)
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” fourth-quarter 2024 investor letter.
Group 1 Automotive (GPI) Continued its Stellar Performance in Q4
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” fourth-quarter 2024 investor letter.
Alibaba (BABA) Faced Sharp Decline in Q4 After Strong Previous Quarter
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” fourth-quarter 2024 investor letter.
Here’s Why Lockheed Martin Corporation (LMT) Fell 16.3%
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” fourth-quarter 2024 investor letter.
DICK’S Sporting Goods (DKS) Surged on Better-Than-Expected Results
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” fourth-quarter 2024 investor letter.
Conventum – Alluvium Global Fund’s Q4 2024 Investor Letter
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” fourth-quarter 2024 investor letter.
Here’s Tourlite Capital Management’s Update on Sable Offshore (SOC)
Tourlite Capital Management, an investment management firm, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Does Roivant (ROIV) Offer an Attractive Risk Reward Opportunity?
Tourlite Capital Management, an investment management firm, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Will RealReal (REAL) be able to Improve its Debt Refinancing Prospects?
Tourlite Capital Management, an investment management firm, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
FTAI Aviation (FTAI) Share Price Increased Over 200% in 2024
Tourlite Capital Management, an investment management firm, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Greenhaven Road Capital Sold MarketWise (MKTW) in 2024. Here’s Why
Greenhaven Road Capital, an investment management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Should You be Confident in Latch (LTCH)?
Tourlite Capital Management, an investment management firm, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why FTAI Infrastructure (FIP) Declined in 2024
Tourlite Capital Management, an investment management firm, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Greenhaven Road Capital’s Updates on Lifecore Biomedical (LFCR)
Greenhaven Road Capital, an investment management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Tourlite Capital Management’s Q4 2024 Investor Letter
Tourlite Capital Management, an investment management firm, released its fourth quarter 2024 investor letter. Tourlite Fund, LP returned 0.4% for Q4 2024 and 14.2% for 2024.
What Makes Burford (BUR) a Leader in Litigation Finance?
Greenhaven Road Capital, an investment management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Greenhaven Road Capital: Cellebrite (CLBT) has a Decade-Long History of Growing Quickly and Profitably
Greenhaven Road Capital, an investment management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
What Makes KKR (KKR) an Attractive Bet?
Greenhaven Road Capital, an investment management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
What Makes PAR Technology (PAR) a Growing Company?
Greenhaven Road Capital, an investment management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Greenhaven Road Capital’s Q4 2024 Investor Letter
Greenhaven Road Capital, an investment management company, released its fourth-quarter 2024 investor letter.
Here’s Why Tesla (TSLA) is on Detractors’ List of Polen Focus Growth Strategy
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” fourth quarter 2024 investor letter.
Should You Expect 20% Earnings Growth for Amazon.com (AMZN) Over The Next Five Years?
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” fourth quarter 2024 investor letter.
Polen Focus Growth Strategy Trimmed Gartner (IT) due to Value Related Reasons
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” fourth quarter 2024 investor letter.
Does Oracle Corporation (ORCL) Have an Accelerating Growth Trajectory?
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” fourth quarter 2024 investor letter.
Polen Focus Growth Strategy Trimmed UnitedHealth Group Incorporated (UNH) in Q4
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” fourth quarter 2024 investor letter.
Here’s Why Eli Lilly and Company (LLY) has Come Under Pressure
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” fourth quarter 2024 investor letter.
Broadcom (AVGO) Impacted Polen Focus Growth Strategy in Q4 Without Ownership
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” fourth quarter 2024 investor letter.
