Latest news with #RichardChilton
Yahoo
08-05-2025
- Business
- Yahoo
CDW Corporation (CDW): 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 CDW Corporation (NASDAQ:CDW) 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). An IT Executive reviewing blueprints and schematics for a hardware Potential: 30.17% Number of Hedge Fund Holders: 46 CDW Corporation (NASDAQ:CDW) is a leading provider of multi-brand IT solutions to business, government, education, and healthcare customers in the U.S., U.K., and Canada. Offering hardware, software, and integrated services—including cloud, hybrid infrastructure, and security—CDW remains vendor-neutral and partners with top OEMs and cloud providers. With about 10,900 customer-facing professionals, CDW simplifies IT complexities across design, procurement, and management. It operates in 150 countries and is positioned for growth as demand for technologies like cloud computing and AI continues to rise in its core, fragmented markets. CDW's service and service offerings played a key role in offsetting hardware weakness in 2024, with services revenue up 10% and double-digit profit growth. Managed Services grew over 20%, reflecting rising customer demand for cloud, AI, and security solutions. The company continues to expand its capabilities with investments like the acquisition of Mission Cloud Services, enhancing its AWS-based managed offerings. CDW's deep technical expertise, especially in sectors like healthcare, has enabled development of tailored solutions such as AI-powered patient room systems and cloud migration strategies. By delivering integrated hardware, software, and services, CDW Corporation (NASDAQ:CDW) helps customers optimize operations and improve outcomes, reinforcing its trusted advisor status while maintaining strategic focus in high-growth areas like cloud, software, and professional services. Overall CDW ranks 5th on our list of billionaire Richard Chilton's stock picks with huge upside potential. While we acknowledge the potential of CDW 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 CDW 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 . Sign in to access your portfolio
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
Thermo Fisher Scientific Inc. (TMO): 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 Thermo Fisher Scientific Inc. (NYSE:TMO) 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 workstation in a research lab stocked with laboratory products and Potential: 31.95% Number of Hedge Fund Holders: 100 Thermo Fisher Scientific Inc. (NSE:TMO) is a global leader in serving science, offering innovative technologies and services to customers in pharmaceuticals, biotech, healthcare, research, and industrial sectors. It operates through four segments: Life Sciences Solutions, Analytical Instruments, Specialty Diagnostics, and Laboratory Products & Biopharma Services. The Life Sciences Solutions segment supports drug research and production, while Analytical Instruments provides tools for scientific analysis. The Specialty Diagnostics segment focuses on diagnostic products for healthcare and industrial labs, and the Laboratory Products & Biopharma Services segment offers lab essentials and pharmaceutical services. Thermo Fisher's goal is to enhance productivity and innovation through a comprehensive portfolio of products and services. Thermo Fisher Scientific Inc. (NYSE:TMO) reported strong Q1 2025 results, with revenue of $10.36 billion and adjusted EPS of $5.15, exceeding expectations. Despite challenges in the macro environment, the company delivered solid growth, with key areas such as bioproduction and pharma services leading the way. Innovation played a significant role, with new product launches including the Thermo Scientific Vulcan automated lab and the Transcend chromatography platform. The company also continued to strengthen its commercial engine, exemplified by its growing leadership in clinical research. Thermo Fisher announced the acquisition of SOVENTUM's purification and filtration business for $4.1 billion, expanding its bioproduction capabilities. In terms of capital return, $1 billion in shares were repurchased, and the dividend was increased by 10%. For the full year, Thermo Fisher updated its guidance, projecting revenue between $43.3 billion and $44.2 billion and adjusted EPS between $21.76 and $22.84. Overall TMO ranks 3rd on our list of billionaire Richard Chilton's stock picks with huge upside potential. While we acknowledge the potential of TMO 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 TMO 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 . Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
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
Warby Parker Inc. (WRBY): 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 Warby Parker Inc. (NYSE:WRBY) 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 woman wearing a stylish pair of eyeglasses walking through a shopping Potential: 40.17% Number of Hedge Fund Holders: 34 Warby Parker Inc. (NYSE:WRBY) is a socially driven eyewear brand combining design, tech, and healthcare to offer affordable, high-quality eye care. With over 3,500 employees, it aims to provide vision for all, offering stylish glasses starting at $95. By designing in-house and selling directly to customers online, via app, or in 276 stores, it cut costs and simplifies pricing. Its services include contacts, eye exams, and telehealth tools. On April 17, Loop Capital Markets upgraded Warby Parker Inc. (NYSE:WRBY) from Hold to Buy with a $27 price target, citing its 41% year-to-date decline as excessive compared to the S&P 500's 9% drop. Analysts believe this creates a compelling investment opportunity, supported by the brand's mix of style, quality, and affordability. Warby Parker Inc. (NYSE:WRBY) is well-positioned due to the essential nature of vision care and opportunities in the fragmented U.S. optical market, making it resilient even in uncertain economic conditions. Overall WRBY ranks 1st on our list of billionaire Richard Chilton's stock picks with huge upside potential. While we acknowledge the potential of WRBY 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 WRBY 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 .
