About Pro Investor Letters
LVS Advisory: Medpace ($MEDP) – Long-Term Growth Opportunity in Niche Market Amid Headwinds Introduction In their Q3 2024 investor letter, LVS Advisory discusses their increased position in Medpace ($MEDP), initially established…
Blue Tower Asset Management: Wesco International ($WCC) Investment Case Introduction In their Q3 2024 investor letter, Blue Tower Asset Management presents their investment thesis for Wesco International ($WCC), positioning it as…
Generation Investment Management: Nutanix ($NTNX) Investment Case Introduction Generation Investment Management highlights Nutanix as a key portfolio holding, illustrating the patient and long-term nature of their investment process. Nutanix, founded…
Bonsai Partners: Ubiquiti ($UI) Investment Case Introduction In their 1H 2024 investor letter, Bonsai Partners introduces a new investment in Ubiquiti Inc. ($UI), highlighting it as a compelling opportunity despite its…
Maran Capital Management: Turning Point Brands ($TPB) Investment Analysis – Q2 2024 Introduction Maran Capital Management has re-entered a position in Turning Point Brands ($TPB), making it one of their…
RGA Investment Advisors: Dave & Buster’s ($PLAY) Investment Case – Q2 2024 RGA Investment Advisors provides an in-depth analysis of Dave & Buster’s ($PLAY), a recent addition to their portfolio.…
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