Topic
Latest reporting and analysis tagged with Investor Letter.
Laughing Water Capital released its Q4 2025 investor letter, reporting a 6.8% quarterly return and exiting its position in Thryv Holdings, which saw significant stock declines.
Laughing Water Capital released its Q4 2025 investor letter, reporting a ~6.8% return for the quarter and ~3.9% for the year. The letter highlighted Lifecore Biomedical, noting its stock performance and capacity utilization plans.
Fenimore Asset Management released its Q4 2025 investor letter, detailing fund performance and citing Dream Finders Homes as a key underperformer due to housing affordability challenges.
Fenimore Asset Management released its Q4 2025 investor letter, detailing fund performance and highlighting Ross Stores as a top performer amid market volatility.
Fenimore Asset Management released its Q4 2025 investor letter, detailing fund performance and citing Jack Henry & Associates as a top performer with strong financial results.
Fenimore Asset Management released its Q4 2025 investor letter, detailing fund performance and citing CDW Corporation as a detractor. The firm noted market volatility and AI stock trends.
Laughing Water Capital released its Q4 2025 investor letter, reporting a 6.8% return for the quarter and highlighting Liquidia Corporation's performance and drug approval.
Laughing Water Capital released its Q4 2025 investor letter, reporting returns and commenting on PAR Technology Corporation's stock performance and challenges.
JB Global Capital's Q4 2025 investor letter reveals an 8.9% decline, citing a sharp drop in Alibaba, while discussing Amazon's valuation risks and the fund's long-term strategy.