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Thompson LargeCap Fund Q1 2025 Commentary (THPGX)
FollowSummaryLargeCap Fund (THPGX) outperformed the S&P 500 in Q1 2025, returning -1.73% versus -4.27% for the benchmark.We see parallels between…
Banco Do Brasil Q1: Good Investment Theses Also Have Setbacks (BDORY)
This article was written byFollowMore than 5 years of experience in equity analysis in LatAm. We provide our clients with…
Buried Under Fear: One Of The Best Opportunities I’ve Seen In Years
This article was written byFollowLeo Nelissen is an analyst focusing on major economic developments related to supply chains, infrastructure, and…
Alibaba Q4: Strong Growth Acceleration In Cloud And CMR With Dividend Boost (NYSE:BABA)
This article was written byFollowI'm specialized in fundamental equity research, global macro strategy, and top-down portfolio construction. I graduated from UCLA…
Allot Ltd.: SECaaS Shines, Legacy Business Drags (NASDAQ:ALLT)
This article was written byFollowMichael Wiggins De Oliveira is an inflection investor. This means buying into cheap companies at the…
Why I Moved On From BMEZ Despite A 14.2% Yield
This article was written byFollowBram de Haas brings 15 years of investing experience to the table and has over 5…
The Private Market Paradox, Global Credit Dynamics, And The Path To Economic Clarity
May 18, 2025 11:05 AM ETVPCFollowSummaryAt this year’s Milken Institute Global Conference, Principal Asset Management’s CEO, Kamal Bhatia, joined a…
Supercharge Your Early Retirement With Big Dividends: Realty Income (NYSE:O)
This article was written byFollowRida Morwa is a former investment and commercial Banker, with over 35 years of experience. He…