Latest news with #ChiltonInvestmentCompany
Yahoo
08-05-2025
- Business
- Yahoo
Five Below, Inc. (FIVE): Among Richard Chilton's Stock Picks with Huge Upside Potential
We have published an article titled . In this article, we are going to take a look at where Five Below, Inc. (NASDAQ:FIVE) stands against Richard Chilton's other stock picks. Richard Chilton is a veteran investor and the founder of Chilton Investment Company, a long-standing and respected name in the world of hedge funds. Known for his disciplined, research-driven investment philosophy, Chilton has built a reputation over the decades for being a thoughtful, value-oriented manager who combines patience with a deep understanding of market fundamentals. He launched Chilton Investment Company in 1992 after gaining experience at major firms like Allen & Company and Alliance Capital. From the beginning, his approach stood out. Instead of chasing fast money or following trends, Chilton focused on long-term opportunities grounded in detailed analysis and risk management. His fund, which started with just $5 million, grew significantly over the years as investors recognized the strength of his strategy and the consistency of his returns. READ ALSO: 10 Most Undervalued Energy Stocks and 15 High-Growth Companies Hedge Funds Are Buying. Chilton's style is often described as "fundamental, bottom-up investing". Essentially, he and his team dig into company financials, industry dynamics, and management quality before making any investment decisions. This focus on quality and sustainability has helped the firm navigate multiple market cycles with relatively steady hands. Chilton is known to favor businesses with strong competitive advantages and predictable cash flows — companies that can weather downturns and continue compounding returns over time. Chilton Investment Company has navigated the complexities of the post-pandemic market landscape with a focus on disciplined investment strategies, delivering solid returns for its clients. Today, Chilton Investment Company remains a respected player in the asset management world, guided by the same principles Richard Chilton laid out over 30 years ago: deep research, long-term thinking, and a strong sense of fiduciary duty. With that context in mind, let's take a look at Richard Chilton's 10 stock picks with huge upside potential according to analysts. For this list, we picked stocks from Chilton Investment Company's 13F portfolio as of the end of the fourth quarter of 2024. We listed them in the ascending order of analysts' average upside potential, as of May 2. These equities are also popular among other hedge funds. At Insider Monkey we are obsessed with the stocks that hedge funds pile into. The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). A family happily shopping for everyday items in a specialty retail Potential: 24.74% Number of Hedge Fund Holders: 48 Five Below, Inc. (NASDAQ:FIVE) is a fast-growing value retailer targeting tweens, teens, and broader age groups with trend-driven, high-quality products mostly priced at $5 or less. Offering items across eight categories—from Style to Tech—the brand emphasizes fun, affordability, and a dynamic in-store experience. Since opening its first store in 2002, Five Below has expanded to 1,340 locations in 42 states, with plans for 200 new stores in 2023 and long-term growth potential to over 3,500. The company also sells online through its website and same-day delivery services. Five Below, Inc. (NASDAQ:FIVE) is sharpening its focus on delivering trend-right products at compelling value, emphasizing core price points of $1–$5 and enhancing its higher-priced offerings. The company is leveraging speed to capitalize on trends, simplifying pricing, and improving store operations to enhance the customer experience. Despite mitigation efforts, tariffs are expected to create a ~100-basis-point margin headwind in 2025, according to the company. Marketing investments and new product development aim to reinforce brand value, while long-term margin recovery is expected through shrink improvement, sourcing expansion, and operational efficiency, according to the company. Overall FIVE ranks 7th on our list of billionaire Richard Chilton's stock picks with huge upside potential. While we acknowledge the potential of FIVE as an investment, our conviction lies in the belief that AI stocks hold great promise for delivering high returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than FIVE but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at .
Yahoo
08-05-2025
- Business
- Yahoo
Alphabet Inc. (GOOGL): Among Richard Chilton's Stock Picks with Huge Upside Potential
We have published an article titled . In this article, we are going to take a look at where Alphabet Inc. (NASDAQ:GOOGL) stands against Richard Chilton's other stock picks. Richard Chilton is a veteran investor and the founder of Chilton Investment Company, a long-standing and respected name in the world of hedge funds. Known for his disciplined, research-driven investment philosophy, Chilton has built a reputation over the decades for being a thoughtful, value-oriented manager who combines patience with a deep understanding of market fundamentals. He launched Chilton Investment Company in 1992 after gaining experience at major firms like Allen & Company and Alliance Capital. From the beginning, his approach stood out. Instead of chasing fast money or following trends, Chilton focused on long-term opportunities grounded in detailed analysis and risk management. His fund, which started with just $5 million, grew significantly over the years as investors recognized the strength of his strategy and the consistency of his returns. READ ALSO: 10 Most Undervalued Energy Stocks and 15 High-Growth Companies Hedge Funds Are Buying. Chilton's style is often described as "fundamental, bottom-up investing". Essentially, he and his team dig into company financials, industry dynamics, and management quality before making any investment decisions. This focus on quality and sustainability has helped the firm navigate multiple market cycles with relatively steady hands. Chilton is known to favor businesses with strong competitive advantages and predictable cash flows — companies that can weather downturns and continue compounding returns over time. Chilton Investment Company has navigated the complexities of the post-pandemic market landscape with a focus on disciplined investment strategies, delivering solid returns for its clients. Today, Chilton Investment Company remains a respected player in the asset management world, guided by the same principles Richard Chilton laid out over 30 years ago: deep research, long-term thinking, and a strong sense of fiduciary duty. With that context in mind, let's take a look at Richard Chilton's 10 stock picks with huge upside potential according to analysts. For this list, we picked stocks from Chilton Investment Company's 13F portfolio as of the end of the fourth quarter of 2024. We listed them in the ascending order of analysts' average upside potential, as of May 2. These equities are also popular among other hedge funds. At Insider Monkey we are obsessed with the stocks that hedge funds pile into. The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). A user's hands typing a search query into a Google Search box, emphasizing the company's search Potential: 25.24% Number of Hedge Fund Holders: 234 Alphabet Inc. (NASDAQ:GOOGL) the parent company of Google, organizes its operations into Google Services, Google Cloud, and Other Bets, with AI research centralized at the Alphabet level. Its mission remains to make information universally accessible and useful, now expanded to helping people get things done. With over $150 billion invested in R&D over five years, Alphabet enhances user experiences through products like Search, YouTube, and Google Cloud. Its Gemini AI model, now in version 2.0, powers major services and advances scientific breakthroughs like AlphaFold. Alphabet Inc. (NASDAQ:GOOGL) delivered a strong quarter when it reported earnings for FQ1 2025, led by major AI advancements, with total revenue growing 12% year-over year. The launch of Gemini 2.5, its most advanced model, significantly boosted performance across Google products, now integrated into all 15 platforms with over 500 million users. AI tools like Gemini Pro, Flash, and open-source Gemma models (downloaded over 140 million times) drove developer growth, with AI Studio usage up 200%. Google Cloud expanded 28% year-over-year to $12.3 billion in Q1 '25 with new AI infrastructure and tools for enterprises, including the Agent Development Kit and Vertex AI. YouTube marked its 20th anniversary, with 1 billion monthly podcast users and 125 million Music and Premium subscribers. Waymo's paid rides grew 5x year-over-year. Alphabet Inc. (NASDAQ:GOOGL) also announced plans to acquire cloud security platform Wiz, strengthening its multi-cloud cybersecurity offerings. Overall GOOGL ranks 6th on our list of billionaire Richard Chilton's stock picks with huge upside potential. While we acknowledge the potential of GOOGL as an investment, our conviction lies in the belief that AI stocks hold great promise for delivering high returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than GOOGL but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at .
Yahoo
08-05-2025
- Business
- Yahoo
Broadcom Inc. (AVGO): Among Richard Chilton's Stock Picks with Huge Upside Potential
We have published an article titled . In this article, we are going to take a look at where Broadcom Inc. (NASDAQ:AVGO) stands against Richard Chilton's other stock picks. Richard Chilton is a veteran investor and the founder of Chilton Investment Company, a long-standing and respected name in the world of hedge funds. Known for his disciplined, research-driven investment philosophy, Chilton has built a reputation over the decades for being a thoughtful, value-oriented manager who combines patience with a deep understanding of market fundamentals. He launched Chilton Investment Company in 1992 after gaining experience at major firms like Allen & Company and Alliance Capital. From the beginning, his approach stood out. Instead of chasing fast money or following trends, Chilton focused on long-term opportunities grounded in detailed analysis and risk management. His fund, which started with just $5 million, grew significantly over the years as investors recognized the strength of his strategy and the consistency of his returns. READ ALSO: 10 Most Undervalued Energy Stocks and 15 High-Growth Companies Hedge Funds Are Buying. Chilton's style is often described as "fundamental, bottom-up investing". Essentially, he and his team dig into company financials, industry dynamics, and management quality before making any investment decisions. This focus on quality and sustainability has helped the firm navigate multiple market cycles with relatively steady hands. Chilton is known to favor businesses with strong competitive advantages and predictable cash flows — companies that can weather downturns and continue compounding returns over time. Chilton Investment Company has navigated the complexities of the post-pandemic market landscape with a focus on disciplined investment strategies, delivering solid returns for its clients. Today, Chilton Investment Company remains a respected player in the asset management world, guided by the same principles Richard Chilton laid out over 30 years ago: deep research, long-term thinking, and a strong sense of fiduciary duty. With that context in mind, let's take a look at Richard Chilton's 10 stock picks with huge upside potential according to analysts. For this list, we picked stocks from Chilton Investment Company's 13F portfolio as of the end of the fourth quarter of 2024. We listed them in the ascending order of analysts' average upside potential, as of May 2. These equities are also popular among other hedge funds. At Insider Monkey we are obsessed with the stocks that hedge funds pile into. The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). A technician working at a magnified microscope, developing a new integrated Potential: 19.57% Number of Hedge Fund Holders: 161 Broadcom Inc. (NASDAQ:AVGO) is a global leader in semiconductor and infrastructure software solutions, with a 60-year legacy rooted in companies like AT&T/Bell Labs, HP, and VMware. It designs and supplies thousands of semiconductor products for applications in AI, networking, telecom, and industrial systems, focusing on high-performance, mixed-signal, and analog devices. Its infrastructure software simplifies IT for major enterprises. Broadcom's 2023 acquisition of VMware strengthened its cloud and data center offerings. The company emphasizes innovation, strategic acquisitions, and global engineering to drive growth. Broadcom's AI-related revenue jumped a whopping 220% to $12.2 billion, representing 41% of semiconductor sales, fueled by demand for custom AI accelerators (XPUs) and networking solutions from hyperscale customers. However, the company's non-AI semiconductor business declined 23% in FY 2024 to $17.8 billion due to cyclical weakness, especially in enterprise and broadband. However, signs of recovery are emerging in server storage and broadband, with current year growth expected at mid-single-digit rates, according to analysts. On April 30, 2025, Seaport Global began coverage of Broadcom Inc. (NASDAQ:AVGO) with a Buy rating and a price target of $230. The firm highlighted Broadcom's strong exposure to the ongoing surge in AI investments, noting that the market has not yet fully recognized this upside in the stock's valuation. The analyst also emphasized Broadcom's leadership in the semiconductor space and its strategic expansion across various areas of the tech industry. Overall AVGO ranks 9th on our list of billionaire Richard Chilton's stock picks with huge upside potential. While we acknowledge the potential of AVGO as an investment, our conviction lies in the belief that AI stocks hold great promise for delivering high returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than AVGO but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at .
Yahoo
08-05-2025
- Business
- Yahoo
UnitedHealth Group Incorporated (UNH): Among Richard Chilton's Stock Picks with Huge Upside Potential
We have published an article titled . In this article, we are going to take a look at where UnitedHealth Group Incorporated (NYSE:UNH) stands against Richard Chilton's other stock picks. Richard Chilton is a veteran investor and the founder of Chilton Investment Company, a long-standing and respected name in the world of hedge funds. Known for his disciplined, research-driven investment philosophy, Chilton has built a reputation over the decades for being a thoughtful, value-oriented manager who combines patience with a deep understanding of market fundamentals. He launched Chilton Investment Company in 1992 after gaining experience at major firms like Allen & Company and Alliance Capital. From the beginning, his approach stood out. Instead of chasing fast money or following trends, Chilton focused on long-term opportunities grounded in detailed analysis and risk management. His fund, which started with just $5 million, grew significantly over the years as investors recognized the strength of his strategy and the consistency of his returns. READ ALSO: 10 Most Undervalued Energy Stocks and 15 High-Growth Companies Hedge Funds Are Buying. Chilton's style is often described as "fundamental, bottom-up investing". Essentially, he and his team dig into company financials, industry dynamics, and management quality before making any investment decisions. This focus on quality and sustainability has helped the firm navigate multiple market cycles with relatively steady hands. Chilton is known to favor businesses with strong competitive advantages and predictable cash flows — companies that can weather downturns and continue compounding returns over time. Chilton Investment Company has navigated the complexities of the post-pandemic market landscape with a focus on disciplined investment strategies, delivering solid returns for its clients. Today, Chilton Investment Company remains a respected player in the asset management world, guided by the same principles Richard Chilton laid out over 30 years ago: deep research, long-term thinking, and a strong sense of fiduciary duty. With that context in mind, let's take a look at Richard Chilton's 10 stock picks with huge upside potential according to analysts. For this list, we picked stocks from Chilton Investment Company's 13F portfolio as of the end of the fourth quarter of 2024. We listed them in the ascending order of analysts' average upside potential, as of May 2. These equities are also popular among other hedge funds. At Insider Monkey we are obsessed with the stocks that hedge funds pile into. The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). A senior healthcare professional giving advice to a patient in a Potential: 34.04% Number of Hedge Fund Holders: 150 UnitedHealth Group Incorporated (NYSE:UNH) is a healthcare company focused on improving access, affordability, outcomes, and experiences for individuals and organizations. It operates through two main businesses: Optum and UnitedHealthcare. Optum integrates clinical expertise, technology, and data to improve healthcare delivery and affordability, serving various markets including patients, employers, and governments. UnitedHealthcare offers a range of health benefits, simplifying the healthcare experience for individuals and employers, including specific services for Medicare recipients and economically disadvantaged populations. The company has four reportable segments: Optum Health, Optum Insight, Optum Rx, and UnitedHealthcare. UnitedHealth Group Incorporated (NYSE:UNH) began 2025 with strong business growth but faced significant challenges, prompting a reduction in its earnings outlook to $26–$26.50 per share. The main issues arose in its Medicare businesses, particularly due to higher-than-expected care activity and changing member profiles. Increased utilization in physician and outpatient services within Medicare Advantage was not mirrored in commercial or Medicaid sectors. Additionally, new members in Optum Health had lower-than-expected engagement and reimbursement. UnitedHealth is addressing these challenges through improved member engagement, investment in clinical workflows, and adapting to CMS risk model changes. Despite setbacks, the company is growing in Medicare Advantage and Medicaid, and Optum Rx is seeing strong sales and customer retention. Technological advancements, including AI tools and simplified drug access, are enhancing operations. While results were disappointing, the company remains confident in its long-term strategy, emphasizing innovation, cost control, and a better healthcare experience for consumers and providers. Overall UNH ranks 2nd on our list of billionaire Richard Chilton's stock picks with huge upside potential. While we acknowledge the potential of UNH as an investment, our conviction lies in the belief that AI stocks hold great promise for delivering high returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than UNH but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at . 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Yahoo
07-05-2025
- Business
- Yahoo
Canadian Pacific Kansas City Limited (CP): Among Richard Chilton's Stock Picks with Huge Upside Potential
We have published an article titled Billionaire Richard Chilton's 10 Stock Picks with Huge Upside Potential. In this article, we are going to take a look at where Canadian Pacific Kansas City Limited (NYSE:CP) stands against Richard Chilton's other stock picks. Richard Chilton is a veteran investor and the founder of Chilton Investment Company, a long-standing and respected name in the world of hedge funds. Known for his disciplined, research-driven investment philosophy, Chilton has built a reputation over the decades for being a thoughtful, value-oriented manager who combines patience with a deep understanding of market fundamentals. He launched Chilton Investment Company in 1992 after gaining experience at major firms like Allen & Company and Alliance Capital. From the beginning, his approach stood out. Instead of chasing fast money or following trends, Chilton focused on long-term opportunities grounded in detailed analysis and risk management. His fund, which started with just $5 million, grew significantly over the years as investors recognized the strength of his strategy and the consistency of his returns. READ ALSO: 10 Most Undervalued Energy Stocks and 15 High-Growth Companies Hedge Funds Are Buying. Chilton's style is often described as "fundamental, bottom-up investing". Essentially, he and his team dig into company financials, industry dynamics, and management quality before making any investment decisions. This focus on quality and sustainability has helped the firm navigate multiple market cycles with relatively steady hands. Chilton is known to favor businesses with strong competitive advantages and predictable cash flows — companies that can weather downturns and continue compounding returns over time. Chilton Investment Company has navigated the complexities of the post-pandemic market landscape with a focus on disciplined investment strategies, delivering solid returns for its clients. Today, Chilton Investment Company remains a respected player in the asset management world, guided by the same principles Richard Chilton laid out over 30 years ago: deep research, long-term thinking, and a strong sense of fiduciary duty. With that context in mind, let's take a look at Richard Chilton's 10 stock picks with huge upside potential according to analysts. Our Methodology For this list, we picked stocks from Chilton Investment Company's 13F portfolio as of the end of the fourth quarter of 2024. We listed them in the ascending order of analysts' average upside potential, as of May 2. These equities are also popular among other hedge funds.
