The London Company released its Q1 2026 investor letter for “The London Company Large Cap Strategy”.
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June 11 - Hedge Fund Investor Letters, News
Global infrastructure spending is entering a long investment cycle as governments and companies upgrade the physical systems needed for electrification, AI, transport, industrial...
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May 20 - Hedge Funds, News
Martin Marietta Materials, Inc. (NYSE:MLM) Q1 2026 Earnings Call Transcript April 30, 2026Martin Marietta Materials, Inc. beats earnings expectations.
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May 1 - News, Transcripts
According to data published by the US Geological Survey (USGS) for November 2025, demand for cement in the United States showed a mixed picture.
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March 12 - Hedge Funds, News
Martin Marietta Materials, Inc. (NYSE:MLM) Q4 2025 Earnings Call Transcript February 11, 2026Martin Marietta Materials, Inc. misses on earnings expectations.
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February 12 - News, Transcripts
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” third-quarter 2025 investor letter.
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December 15 - Hedge Fund Investor Letters, News
Diamond Hill Capital, an investment management company, released its “Large Cap Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
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November 7 - Hedge Fund Investor Letters, News
Martin Marietta Materials, Inc. (NYSE:MLM) Q3 2025 Earnings Call Transcript November 4, 2025Martin Marietta Materials, Inc. misses on earnings expectations.
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November 5 - News, Transcripts
Jim Cramer, the host of Mad Money, on Thursday addressed the sharp downturn in markets driven by mounting concerns over deteriorating bank loans.
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October 17 - Hedge Funds, News
Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Strategy” third-quarter 2025 investor letter. A copy of the letter can be...
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October 16 - Hedge Fund Investor Letters, News
We recently published 10 Stocks Everyone’s Talking About As AI Investments Continue. Martin Marietta Materials, Inc.
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October 12 - News
An increasing number of Wall Street analysts say the AI-fueled rally could continue, even as worries about high valuations and a possible bubble persist.
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October 8 - News
Martin Marietta Materials Inc. (NYSE:MLM) is one of the best cement stocks to buy, according to analysts.
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September 15 - News
Cement is a key material in the construction industry and an essential indicator of economic growth.
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September 14 - Hedge Funds, News
Martin Marietta Materials, Inc. (NYSE:MLM) has started to frequently appear on Cramer’s morning show after he had a discussion with the firm’s CEO.
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September 10 - News
Jim Cramer's latest appearance on CNBC's Squawk on the Street was a special one since it came during the week-long celebration of the network's 30th anniversary of Squawk Box.
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September 9 - News
We recently published 10 Stocks Jim Cramer Discussed As He Dismissed A Recession. Martin Marietta Materials, Inc.
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September 9 - News
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer discussed the latest jobs report, which saw the economy add 22,000 jobs in August, which was quite low when compared...
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September 8 - News
We recently published 12 Stocks Jim Cramer Discussed As Part Of His Big Tech Deep Dive. Martin Marietta Materials, Inc.
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September 7 - News
In his latest appearance on CNBC's Squawk on the Street, Jim Cramer discussed Elon Musk's absence at President Trump's AI Summit at the White House.
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September 5 - News
On Wednesday’s episode of Mad Money, host Jim Cramer addressed a familiar narrative that often resurfaces during strong market runs, a narrative that he says leads investors...
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September 5 - Hedge Funds, News
Martin Marietta Materials, Inc. (NYSE:MLM) is among the 13 Best Magnesium Stocks to Invest in Now. Martin Marietta Materials, Inc.
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August 24 - News
Magnesium is essential to the aerospace, defense, and steel industries, among others, making it a significant component of U.S. national security.
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August 21 - Hedge Funds, News
Martin Marietta Materials, Inc. (NYSE:MLM) Q2 2025 Earnings Call Transcript August 7, 2025Martin Marietta Materials, Inc. beats earnings expectations.
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August 8 - News, Transcripts
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
Diamond Hill Capital, an investment management company, released its “Mid Cap Strategy” investor letter for the first quarter of 2025.
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June 5 - Hedge Fund Investor Letters, News
Martin Marietta Materials, Inc. (NYSE:MLM) Q1 2025 Earnings Call Transcript April 30, 2025Martin Marietta Materials, Inc. beats earnings expectations.
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May 1 - News, Transcripts
Materials stocks are those companies that produce chemicals, construction materials, and paper products.
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April 22 - Hedge Funds, News
On Monday, April 14th, Jim Cramer opened the Mad Money episode with a striking observation on the dramatic change in market sentiment and what is going on in the markets right...
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April 17 - Hedge Funds, News
Magnesium is a key material used in various industrial applications. Magnesium chloride is commonly utilized for deicing roads and as an ingredient in fertilizers.
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March 21 - Hedge Funds, Industries, News
On January 21, Russell Investment released its Equity Factor report highlighting key trends and performances in global equity markets during the fourth quarter of 2024.
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March 3 - Hedge Funds, News
As per Cumming Group, which provides project and cost-management services, the construction industry kicked off 2025 with a healthy momentum, thanks to the robust fundamentals...
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February 27 - Hedge Funds, Industries, News
Jim Cramer, the host of Mad Money, pointed out that ongoing uncertainty around tariff policies is likely to continue influencing market movements.
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February 27 - Hedge Funds, News
Martin Marietta Materials, Inc. (NYSE:MLM) Q4 2024 Earnings Call Transcript February 12, 2025Martin Marietta Materials, Inc. beats earnings expectations.
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February 13 - News, Transcripts
Fitch Ratings sees a stable demand environment for North American building products and materials companies heading into 2025.
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February 10 - Hedge Funds, Industries, News
Donald Trump’s policy agenda including deregulation, tariffs, and tax cuts, has different implications for different investment sectors, according to market experts.
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November 28 - Hedge Funds, Industries, News
Martin Marietta Materials, Inc. (NYSE:MLM) Q3 2024 Earnings Call Transcript October 30, 2024Martin Marietta Materials, Inc. misses on earnings expectations.
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October 31 - News, Transcripts
The construction materials sector is expected to benefit from the residential construction activity while a chronic supply of homes penetrates the US.
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October 9 - Hedge Funds, Industries, News
The recent 50 basis point rate cut has given a significant boost to the market and put a lot of industries into focus.
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September 25 - Hedge Funds, Industries, News
We came across a bullish thesis on Martin Marietta Materials, Inc. (MLM) on Durable Value Creators’ Substack by Durable Value Creators.
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September 23 - News, Stock Analysis
Fred Alger Management, an investment management company, released its “Alger Spectra Fund” second quarter 2024 investor letter.
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September 4 - Hedge Fund Investor Letters, News
In a recent episode of Mad Money, Jim Cramer advises that worrying about what others are concerned about or getting excited about what everyone anticipates is generally futile...
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September 3 - Hedge Funds, News
Baron Funds, an investment management company, released its “Baron Real Estate Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
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August 30 - Hedge Fund Investor Letters, News
Martin Marietta Materials, Inc. (NYSE:MLM) Q2 2024 Earnings Call Transcript August 8, 2024Martin Marietta Materials, Inc. misses on earnings expectations.
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August 9 - News, Transcripts
When compared to high growth technology stocks, materials stocks are among the most stable ones on the market.
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July 18 - Hedge Funds, News
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Mid Cap Growth Fund” first quarter 2024 investor letter. A copy of the letter can ...
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May 30 - Hedge Fund Investor Letters, News
The London Company, an investment management company, released “The London Company Large Cap Strategy” first quarter 2024 investor letter.
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May 3 - Hedge Fund Investor Letters, News
Martin Marietta Materials, Inc. beats earnings expectations. Reported EPS is $16.87, expectations were $1.88. Martin Marietta Materials, Inc.
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May 1 - News, Transcripts
In this article, we discuss the 5 best construction materials stocks to invest in right now.
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April 28 - News
Aristotle Capital Management, LLC, an investment management company, released its “Value Equity Strategy” first quarter 2024 investor letter.
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April 15 - Hedge Fund Investor Letters, News