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Posts Tagged ‘Daily Newsletter’

What Makes Keysight Technologies (KEYS) a Standout Opportunity?

Brown Brothers Harriman & Co., a global financial services firm, released its “The BBH Select Series – Mid Cap Fund” first quarter investor letter.

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June 25 - Hedge Fund Investor Letters, News

What Makes UL Solutions (ULS) a Compelling Investment Opportunity?

Brown Brothers Harriman & Co., a global financial services firm, released its “The BBH Select Series – Mid Cap Fund” first quarter investor letter.

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June 25 - Hedge Fund Investor Letters, News

Bruker Corporation (BRKR) Fell Amid Cautious Outlook

Brown Brothers Harriman & Co., a global financial services firm, released its “The BBH Select Series – Mid Cap Fund” first quarter investor letter.

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June 25 - Hedge Fund Investor Letters, News

Globant (GLOB) Fell Due to Below-Expected Guidance

Brown Brothers Harriman & Co., a global financial services firm, released its “The BBH Select Series – Mid Cap Fund” first quarter investor letter.

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June 25 - Hedge Fund Investor Letters, News

Here’s How Macquarie Large Cap Growth Fund Benefited from Not Owning Tesla (TSLA)

Macquarie Asset Management, an investment management company, released its “Macquarie Large Cap Growth Fund” first quarter 2025 investor letter.

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June 25 - Hedge Fund Investor Letters, News

What Makes IDEXX Laboratories (IDXX) a Good Investment?

Macquarie Asset Management, an investment management company, released its “Macquarie Large Cap Growth Fund” first quarter 2025 investor letter.

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June 25 - Hedge Fund Investor Letters, News

Macquarie Large Cap Growth Fund Sold Its Stake in Electronic Arts (EA)

Macquarie Asset Management, an investment management company, released its “Macquarie Large Cap Growth Fund” first quarter 2025 investor letter.

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June 25 - Hedge Fund Investor Letters, News

Macquarie Large Cap Growth Fund: Evaluating Meta Platforms’ (META) Performance Amid Advertising Challenges

Macquarie Asset Management, an investment management company, released its “Macquarie Large Cap Growth Fund” first quarter 2025 investor letter.

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June 25 - Hedge Fund Investor Letters, News

Do You Believe in the Long-Term Favorable Growth Trend of Visa (V)?

Macquarie Asset Management, an investment management company, released its “Macquarie Large Cap Growth Fund” first quarter 2025 investor letter.

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June 25 - Hedge Fund Investor Letters, News

Is Intercontinental Exchange (ICE) Poised for Long-Term Shareholder Return?

Macquarie Asset Management, an investment management company, released its “Macquarie Large Cap Growth Fund” first quarter 2025 investor letter.

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June 25 - Hedge Fund Investor Letters, News

Eli Lilly & Co. (LLY) is Recovering from the Period of Volatility

Macquarie Asset Management, an investment management company, released its “Macquarie Large Cap Growth Fund” first quarter 2025 investor letter.

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June 25 - Hedge Fund Investor Letters, News

Competitive Threat Pulled Down Alphabet (GOOG) in Q1

Diamond Hill Capital, an investment management company, released its “Long-Short Strategy” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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June 25 - Hedge Fund Investor Letters, News

Microsoft (MSFT) Fell on Investors’ Concerns

Diamond Hill Capital, an investment management company, released its “Long-Short Strategy” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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June 25 - Hedge Fund Investor Letters, News

Here’s Why CenterPoint Energy (CNP) Rose in Q1

Scout Investments, Inc., an affiliate of Carillon Tower Advisers, released the “Carillon Scout Mid Cap Fund” first quarter 2025 investor letter.

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June 25 - Hedge Fund Investor Letters, News

What Makes Matson (MATX) a Good Short-Term Investment?

Diamond Hill Capital, an investment management company, released its “Long-Short Strategy” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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June 25 - Hedge Fund Investor Letters, News

Taiwan Semiconductor Manufacturing (TSM) Slid Over Slowing AI Demand

Diamond Hill Capital, an investment management company, released its “Long-Short Strategy” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.

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June 25 - Hedge Fund Investor Letters, News

10 Best Wide Moat Dividend Stocks to Invest in

Wide-moat stocks refer to companies that possess lasting competitive strengths, helping them stay ahead of rivals.

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June 25 - Dividend Stocks, Hedge Funds, News

11 Best REIT Dividend Stocks to Buy in 2025

Real estate has been the weakest-performing sector in the equity markets over the past five years, both in the US and globally.

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June 24 - Dividend Stocks, Hedge Funds, News

These 10 Stocks are Stealing the Spotlight

In this list, we highlight Tuesday’s 10 top performers and explore the reasons behind their gains.

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June 24 - Market Movers, News

Archer Aviation Inc (ACHR): A Bull Case Theory

We came across a bullish thesis on Archer Aviation Inc. on Pitchstack Investing Substack. In this article, we will summarize the bulls’ thesis on ACHR.

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June 24 - News, Stock Analysis

JFrog Ltd. (FROG): A Bull Case Theory

We came across a bullish thesis on JFrog Ltd. on Elliot’s Musings’s Substack by Elliot. In this article, we will summarize the bull’s thesis on FROG.

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June 24 - News, Stock Analysis

T-Mobile US, Inc. (TMUS): A Bull Case Theory

We came across a bullish thesis on T-Mobile US, Inc. on Pacific Northwest Edge’s Substack by David. In this article, we will summarize the bulls’ thesis on TMUS.

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June 24 - News, Stock Analysis

eBay Inc. (EBAY): A Bull Case Theory

We came across a bullish thesis on eBay Inc. on Pacific Northwest Edge’s Substack by David. In this article, we will summarize the bull’s thesis on EBAY.

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June 24 - News, Stock Analysis

Cisco Systems, Inc. (CSCO): A Bull Case Theory

We came across a bullish thesis on Cisco Systems, Inc. on Kroker Equity Research’s Substack. In this article, we will summarize the bulls’ thesis on CSCO.

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June 24 - News, Stock Analysis

The J. M. Smucker Company (SJM): A Bull Case Theory

We came across a bullish thesis on The J. M. Smucker Company on CompanyCharts’s Substack by Charts&Companies.

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June 24 - News, Stock Analysis

C3.ai, Inc. (AI): A Bear Case Theory

We came across a bearish thesis on C3.ai, Inc., High Growth Investing’s Substack by Stefan Waldhauser. In this article, we will summarize the Bears’ thesis on AI.

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June 24 - News, Stock Analysis

Lululemon Athletica Inc. (LULU): A Bull Case Theory

We came across a bullish thesis on Lululemon Athletica Inc., CompanyCharts’s Substack by Charts&Companies. In this article, we will summarize the bull’s thesis on LULU.

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June 24 - News, Stock Analysis

Tempus AI, Inc. (TEM): A Bull Case Theory

We came across a bullish thesis on Tempus AI, Inc. on Make Money, Make Time’s Substack by Oliver | MMMT Wealth.

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June 24 - News, Stock Analysis

Pinterest, Inc. (PINS): A Bull Case Theory

We came across a bullish thesis on Pinterest, Inc. on Accrued Interest’s Substack by Simeon McMillan. In this article, we will summarize the bulls’ thesis on PINS.

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June 24 - News, Stock Analysis

Grupo Aeroportuario del Pacífico, S.A.B. de C.V. (PAC): A Bull Case Theory

We came across a bullish thesis on Grupo Aeroportuario del Pacífico, SAB de CV on Chit Chat Stocks Newsletter’s Substack by Brett Schafer.

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June 24 - News, Stock Analysis

fuboTV Inc. (FUBO): A Bear Case Theory

We came across a bearish thesis on FuboTV Inc. on Accrued Interest’s Substack by Simeon McMillan. In this article, we will summarize the Bears’ thesis on FUBO.

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June 24 - News, Stock Analysis

VSE Corporation (VSEC): A Bull Case Theory

We came across a bullish thesis on VSE Corporation on Polymath Investor's Substack. In this article, we will summarize the bulls’ thesis on VSEC.

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June 24 - News, Stock Analysis

Oracle Corporation (ORCL): A Bull Case Theory

We came across a bullish thesis on Oracle Corporation on Pitchstack Investing Substack . In this article, we will summarize the bulls’ thesis on ORCL.

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June 24 - News, Stock Analysis

MercadoLibre, Inc (MELI): A Bull Case Theory

We came across a bullish thesis on MercadoLibre, Inc on Pitchstack Investing Substack. In this article, we will summarize the bulls’ thesis on MELI.

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June 24 - News, Stock Analysis

Permian Resources Corporation (PR): A Bull Case Theory

We came across a bullish thesis on Permian Resources Corporation on Pitchstack Investing Substack. In this article, we will summarize the bulls’ thesis on PR.

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June 24 - News, Stock Analysis

Nexstar Media Group, Inc (NXST): A Bull Case Theory

We came across a bullish thesis on Nexstar Media Group, Inc on Pitchstack Investing Substack . In this article, we will summarize the bulls’ thesis on NXST.

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June 24 - News, Stock Analysis

Markel Group Inc (MKL): A Bull Case Theory

We came across a bullish thesis on Markel Group Inc on Coughlin Capital by Brian Coughlin. In this article, we will summarize the bulls’ thesis on MKL.

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June 24 - News, Stock Analysis

Caterpillar Inc. (CAT): A Bull Case Theory

We came across a bullish thesis on Caterpillar Inc. (CAT) on Investing Lawyer’s Substack. In this article, we will summarize the bulls’ thesis on CAT. Caterpillar Inc.

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June 24 - News, Stock Analysis

Brown & Brown, Inc. (BRO): A Bull Case Theory

We came across a bullish thesis on Brown & Brown, Inc. on FluentInquality's Substack. In this article, we will summarize the bulls’ thesis on BRO.

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June 24 - News, Stock Analysis

Exponent, Inc. (EXPO): A Bull Case Theory

We came across a bullish thesis on Exponent, Inc. on FluentInQuality’s Substack. In this article, we will summarize the bull’s thesis on EXPO.

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June 24 - News, Stock Analysis

MSC Industrial Direct Co., Inc. (MSM): A Bull Case Theory

We came across a bullish thesis on MSC Industrial Direct Co., Inc. on FluentInQuality's Substack. In this article, we will summarize the bull’s thesis on MSM.

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June 24 - News, Stock Analysis

Illumina, Inc. (ILMN): A Bull Case Theory

We came across a bullish thesis on Illumina, Inc. (ILMN) on Stock Analysis Compilation’s Substack. In this article, we will summarize the bulls’ thesis on ILMN.

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June 24 - News, Stock Analysis

Kinsale Capital Group, Inc. (KNSL): A Bull Case Theory

We came across a bullish thesis on Kinsale Capital Group, Inc. (KNSL) on Stock Analysis Compilation’s Substack.

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June 24 - News, Stock Analysis

Magnite, Inc. (MGNI): A Bull Case Theory

We came across a bullish thesis on Magnite, Inc. (MGNI) on Stock Analysis Compilation’s Substack. In this article, we will summarize the bulls’ thesis on MGNI.

Keep Reading →

June 24 - News, Stock Analysis

Novartis AG (NVS): A Bull Case Theory

We came across a bullish thesis on Novartis AG (NVS) on Stock Analysis Compilation’s Substack. In this article, we will summarize the bulls’ thesis on NVS.

Keep Reading →

June 24 - News, Stock Analysis

Martin Marietta Materials, Inc. (MLM): A Bull Case Theory

We came across a bullish thesis on Martin Marietta Materials, Inc. (MLM) on Stock Analysis Compilation’s Substack.

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June 24 - News, Stock Analysis

Trex Company, Inc. (TREX): A Bull Case Theory

We came across a bullish thesis on Trex Company, Inc. (TREX) on Stock Analysis Compilation’s Substack. In this article, we will summarize the bulls’ thesis on TREX.

Keep Reading →

June 24 - News, Stock Analysis

IDT Corporation (IDT): A Bull Case Theory

We came across a bullish thesis on IDT Corporation on Polymath Investor substack by Polymath Investor. In this article, we will summarize the bulls’ thesis on IDT.

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June 24 - News, Stock Analysis

13 Cheap Mid-Cap Stocks to Add to Your Portfolio

On June 24, CNBC reported that Federal Reserve chair Jerome Powell stated on Tuesday that he anticipates policymakers to stay on hold until it becomes clear what impact tariffs...

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June 24 - News

13 Best Consumer Discretionary Stocks To Buy Now

Over the past year, the S&P 500 Consumer Discretionary Index has outperformed the S&P 500 Index, rising 16.98%.

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June 24 - Hedge Funds, News

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