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Hedge Fund Investor Letters

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...

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March 27 - Hedge Fund Investor Letters, News

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...

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March 27 - Hedge Fund Investor Letters, News

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...

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March 27 - Hedge Fund Investor Letters, News

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...

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March 27 - Hedge Fund Investor Letters, News

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...

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March 27 - Hedge Fund Investor Letters, News

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...

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March 27 - Hedge Fund Investor Letters, News

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...

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March 27 - Hedge Fund Investor Letters, News

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...

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March 27 - Hedge Fund Investor Letters, News

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...

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March 25 - Hedge Fund Investor Letters, News

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...

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March 25 - Hedge Fund Investor Letters, News

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.

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March 25 - Hedge Fund Investor Letters, News

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.

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March 25 - Hedge Fund Investor Letters, News

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.

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March 25 - Hedge Fund Investor Letters, News

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.

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March 25 - Hedge Fund Investor Letters, News

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.

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March 25 - Hedge Fund Investor Letters, News

Turtle Creek Asset Management’s Q4 2024 Investor Letter

Turtle Creek Asset Management, an investment management company, released its fourth quarter 2024 investor letter.

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March 25 - Hedge Fund Investor Letters, News

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.

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March 25 - Hedge Fund Investor Letters, News

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.

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March 25 - Hedge Fund Investor Letters, News

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.

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March 25 - Hedge Fund Investor Letters, News

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.

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March 25 - Hedge Fund Investor Letters, News

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.

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March 25 - Hedge Fund Investor Letters, News

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.

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March 25 - Hedge Fund Investor Letters, News

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.

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March 25 - Hedge Fund Investor Letters, News

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.

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March 25 - Hedge Fund Investor Letters, News

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.

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March 25 - Hedge Fund Investor Letters, News

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.

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March 25 - Hedge Fund Investor Letters, News

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.

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March 25 - Hedge Fund Investor Letters, News

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.

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March 25 - Hedge Fund Investor Letters, News

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.

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March 25 - Hedge Fund Investor Letters, News

Coinbase Global, Inc. (COIN): Among Stocks with Potential to Explode in 2025

We recently published a list of 10 Stocks with Potential to Explode in 2025.

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March 24 - Hedge Fund Investor Letters, News

TMR Investments’ Updates on Zenvia (ZENV)

TMR Investments, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.

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March 24 - Hedge Fund Investor Letters, News

TMR Investments’ Q4 2024 Investor Letter

TMR Investments, an investment management company, released its fourth quarter 2024 investor letter.

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March 24 - Hedge Fund Investor Letters, News

Here’s Why Guinness Global Innovators Sold Comcast Corporation (CMCSA)

Guinness Global Innovators, an investment management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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March 24 - Hedge Fund Investor Letters, News

Here’s What Prompted Guinness Global Innovators to Sell Nike (NKE)

Guinness Global Innovators, an investment management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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March 24 - Hedge Fund Investor Letters, News

Zoom Communications (ZM) Struggled Due to Shift in Consumer Trends And Challenging Macroeconomic Environment

Guinness Global Innovators, an investment management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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March 24 - Hedge Fund Investor Letters, News

Guinness Global Innovators Sold PayPal Holdings (PYPL) as it Lost Confidence

Guinness Global Innovators, an investment management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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March 24 - Hedge Fund Investor Letters, News

What Makes AMETEK (AME) an Attractive Bet?

Guinness Global Innovators, an investment management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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March 24 - Hedge Fund Investor Letters, News

Does Netflix (NFLX) Have a Solid Growth Runway?

Guinness Global Innovators, an investment management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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March 24 - Hedge Fund Investor Letters, News

Taiwan Semiconductor Manufacturing Company Limited (TSM) Delivered Robust Performance in 2024

Guinness Global Innovators, an investment management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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March 24 - Hedge Fund Investor Letters, News

Investor Concerns About AI Strategy and Disappointing Earnings Reports Dragged Adobe (ADBE) in 2024

Guinness Global Innovators, an investment management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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March 24 - Hedge Fund Investor Letters, News

NVIDIA Corporation (NVDA): Guinness Global Innovators’ Top Performing Stock

Guinness Global Innovators, an investment management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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March 24 - Hedge Fund Investor Letters, News

Guinness Global Innovators’ Q4 2024 Investor Letter

Guinness Global Innovators, an investment management company, released its fourth-quarter 2024 investor letter.

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March 24 - Hedge Fund Investor Letters, News

Will Superior Industries International (SUP) Be Able to Overcome Tough Environment?

Kingdom Capital Advisors, a private investment firm, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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March 24 - Hedge Fund Investor Letters, News

Should You Invest in Magnera Corporation (MAGN)?

Kingdom Capital Advisors, a private investment firm, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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March 24 - Hedge Fund Investor Letters, News

TSS (TSSI): Kingdom Capital Advisors’ Ventures into AI Investment

Kingdom Capital Advisors, a private investment firm, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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March 24 - Hedge Fund Investor Letters, News

Will National Presto Industries (NPK) be Able to Convert Backlog to Cash Flow?

Kingdom Capital Advisors, a private investment firm, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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March 24 - Hedge Fund Investor Letters, News

Here’s Why Enzo Biochem (ENZ) Declined in Q4

Kingdom Capital Advisors, a private investment firm, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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March 24 - Hedge Fund Investor Letters, News

Here’s Why Kingdom Capital Advisors is Holding Galaxy Gaming (GLXZ)

Kingdom Capital Advisors, a private investment firm, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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March 24 - Hedge Fund Investor Letters, News

Does United Natural Foods (UNFI) Have a Clear Path to Stock Doubling?

Kingdom Capital Advisors, a private investment firm, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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March 24 - Hedge Fund Investor Letters, News

Net Lease Office Properties (NLOP): Kingdom Capital Advisors’ Top 2024 Contributor

Kingdom Capital Advisors, a private investment firm, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.

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March 24 - Hedge Fund Investor Letters, News

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