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.
Author Archive - Soumya Eswaran
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.
Polen Focus Growth Strategy Initiated a Position in CoStar Group (CSGP). Here’s Why
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” fourth quarter 2024 investor letter.
Zoetis (ZTS) Declined in Q4 Despite Posting Excellent Results
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” fourth quarter 2024 investor letter.
Here’s What Pressured Adobe (ADBE) in Q4
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” fourth quarter 2024 investor letter.
Here’s What is Lifting Netflix (NFLX)
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” fourth quarter 2024 investor letter.
What Makes ServiceNow (NOW) an Attractive Investment?
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” fourth quarter 2024 investor letter.
Here’s Why Thermo Fisher Scientific (TMO) Fell in Q4
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” fourth quarter 2024 investor letter.
Shopify (SHOP) Rose 21% in Q4 Following Strong Results
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” fourth quarter 2024 investor letter.
Polen Capital Focus Growth Strategy’s Q4 2024 Investor Letter
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” fourth quarter 2024 investor letter. The U.S.
Several Headwinds Hit Synaptics (SYNA) in 2024
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” fourth quarter 2024 investor letter.
Here’s Why MSC Industrial Direct (MSM) is on the Detractors’ List of FPA Queens Road Small Cap Value Fund
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” fourth quarter 2024 investor letter.
Vishay Intertechnology (VSH) is Facing a Cyclical Downturn
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” fourth quarter 2024 investor letter.
Scholastic (SCHL) Slid on Poor Execution
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” fourth quarter 2024 investor letter.
FPA Queens Road Small Cap Value Fund is Trimming Deckers (DECK) on Appreciation
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” fourth quarter 2024 investor letter.
FPA Queens Road Small Cap Value Fund: CSW Industrials (CSWI) is One Of Those Sneaky Great Businesses
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” fourth quarter 2024 investor letter.
Here’s Why InterDigital (IDCC) Surged in Trailing Twelve Months
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” fourth quarter 2024 investor letter.
Here’s What is Lifting Sprouts Farmers Market (SFM)
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” fourth quarter 2024 investor letter.
Here’s What Boosted ServisFirst Bancshares (SFBS) in 2024
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” fourth quarter 2024 investor letter.
Concentrix (CNXC) is Falling due to Market Concerns
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” fourth quarter 2024 investor letter.
FPA Queens Road Small Cap Value Fund’s Q4 2024 Investor Letter
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” fourth quarter 2024 investor letter.
Westrock Coffee Company (WEST) Slid on Disappointing Results
Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” fourth quarter 2024 investor letter.
Here’s Why Anywhere Real Estate (HOUS) Detracted Both in the Year and Q4
Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” fourth quarter 2024 investor letter.
Do You Believe in the Growth Prospects of Graham Holdings (GHC)?
Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” fourth quarter 2024 investor letter.
Here’s Why Eastman Kodak Company (KODK) Surged in Q4 and 2024
Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” fourth quarter 2024 investor letter.
Oscar Health (OSCR): Top Contributor for the Year, Yet a Detractor in Q4
Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” fourth quarter 2024 investor letter.
Longleaf Partners Small-Cap Fund’s Q4 2024 Investor Letter
Longleaf Partners, managed by Southeastern Asset Management, released its “Small-Cap Fund” fourth quarter 2024 investor letter.
Here’s What Made Artisan Mid Cap Fund to Sell its Position in monday.com Ltd. (MNDY)
Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Artisan Mid Cap Fund Exited CoStar Group (CSGP) Due to Underwhelming Growth Potential
Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Artisan Mid Cap Fund Trimmed Ingersoll Rand (IR) Due To Its The Slowing Organic Growth
Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Artisan Mid Cap Fund Decreased Its Position in NVR (NVR) in Q4
Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Artisan Mid Cap Fund Exited its Position in ON Semiconductor Corporation (ON) in Q4
Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Artisan Mid Cap Fund Added GitLab (GTLB) in Q4
Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Artisan Mid Cap Fund Added Onto Innovation (ONTO) in Q4 on Dip
Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Robinhood Markets (HOOD): The Millennial Trading Revolution and Its Way to Profitable Growth
Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
What Makes US Foods Holding Corp. (USFD) a Prospective Investment?
Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Marvell Technology (MRVL) Delivered Strong Earnings Results
Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Should You Invest in Pure Storage (PSTG)?
Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Spotify Technology S.A. (SPOT) Rose in Q4
Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s What Led Artisan Mid Cap Fund to Trim Exact Sciences Corporation (EXAS)
Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Atlassian Corporation (TEAM) Surged on Earnings Beat
Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
Here’s Why Artisan Mid Cap Fund Decided to Increase its Stake in Monolithic Power Systems (MPWR)
Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
