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Latest reporting and analysis tagged with Wedgewood Partners.
Wedgewood Partners released its Q4 2025 investor letter, reporting underperformance and citing poor stock selection and AI underweighting. The letter highlighted Alphabet Inc. as a top performer, detailing its revenue growth and AI capabilities.
Wedgewood Partners released its Q4 2025 investor letter, detailing underperformance and citing poor stock selection and AI underweighting. The letter also commented on Tractor Supply Company's results.
Wedgewood Partners released its Q4 2025 investor letter, reporting a -1.8% net return and highlighting PayPal as a performance detractor, citing slowing transaction volumes and new AI investments.
Wedgewood Partners released its Q4 2025 investor letter, reporting underperformance and anticipating increased market volatility. The letter detailed returns and discussed holdings like Motorola Solutions.
Wedgewood Partners released its Q4 2025 investor letter, reporting a -1.8% net return and citing stock selection issues and AI underweighting. The letter highlighted Edwards Lifesciences as a positive contributor.
Wedgewood Partners' Q4 2025 investor letter shows a -1.8% return, underperforming major indices. The firm cites poor stock selection and AI underweighting, while highlighting TSMC's strong performance and industry praise.
Wedgewood Partners released its Q4 2025 investor letter, detailing underperformance and citing stock selection issues. The firm highlighted Old Dominion Freight Line as a holding that contributed positively.
Wedgewood Partners released its Q4 2025 investor letter, reporting a -1.8% net return and anticipating increased market volatility. The firm cited poor stock selection and underweighting in AI stocks as factors in its underperformance, while highlighting Apple's positive contribution.
Wedgewood Partners' Q4 2025 investor letter reveals a -1.8% net return, underperforming major indices. The firm attributes this to poor stock selection and being underweight in AI stocks, specifically highlighting Meta Platforms as a leading detractor despite strong user growth.