Latest news with #publicequities
Yahoo
02-07-2025
- Automotive
- Yahoo
Here's Qualivian Investment Partners' Investment Thesis for AutoZone (AZO)
Qualivian Investment Partners, an investment partnership focused on long-only public equities, released its Q1 2025 investor letter. A copy of the letter can be downloaded here. The fund outperformed the iShares MSCI USA Quality Factor ETF (QUAL) by 66.0% and 59.4% on a gross and net basis, since inception through March 31, 2025. It also exceeded the S&P 500 by 32.7% and 26.1% respectively, on a gross and net basis. In Q1 2025, the fund outperformed QUAL by 5.3% and 5.2% on a gross and net basis, and we outperformed the S&P 500 by 5.2% and 5.1% on a gross and net basis. In addition, please check the fund's top five holdings to know its best picks in 2025. In its first-quarter 2025 investor letter, Qualivian Investment Partners highlighted stocks such as AutoZone, Inc. (NYSE:AZO). AutoZone, Inc. (NYSE:AZO) is a retailer of automotive replacement parts and accessories. The one-month return of AutoZone, Inc. (NYSE:AZO) was 0.04%, and its shares gained 30.71% of their value over the last 52 weeks. On July 1, 2025, AutoZone, Inc. (NYSE:AZO) stock closed at $3,718.59 per share, with a market capitalization of $62.207 billion. Qualivian Investment Partners stated the following regarding AutoZone, Inc. (NYSE:AZO) in its Q1 2025 investor letter: "AutoZone, Inc. (NYSE:AZO) is an oligopolist in a simple and understandable industry with high barriers to entry. It has a predictable high free cash flow-generative business. It has forecastable long-term growth. It has rational competition. It has pricing power. It has a consistent operating history of double-digit EPS growth. It has high returns on capital. It has a management team that is honest and focused on maximizing shareholder value. It has a reasonable valuation. A technician in a mechanic's uniform replacing an A/C compressor, signifying the company's automotive replacement parts business. AutoZone, Inc. (NYSE:AZO) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 67 hedge fund portfolios held AutoZone, Inc. (NYSE:AZO) at the end of the first quarter, which was 56 in the previous quarter. AutoZone, Inc.'s (NYSE:AZO) total sales were $4.5 billion in the third quarter of fiscal 2025, reflecting a year-over-year increase of 5.4%. While we acknowledge the potential of AutoZone, Inc. (NYSE:AZO) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered AutoZone, Inc. (NYSE:AZO) and shared the list of stocks Jim Cramer recently discussed. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. While we acknowledge the potential of AZO as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. 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
02-07-2025
- Business
- Yahoo
Microsoft (MSFT) Recovered all of its Losses After the Q1 Earnings Report
Qualivian Investment Partners, an investment partnership focused on long-only public equities, released its Q1 2025 investor letter. A copy of the letter can be downloaded here. The fund outperformed the iShares MSCI USA Quality Factor ETF (QUAL) by 66.0% and 59.4% on a gross and net basis, since inception through March 31, 2025. It also exceeded the S&P 500 by 32.7% and 26.1% respectively, on a gross and net basis. In Q1 2025, the fund outperformed QUAL by 5.3% and 5.2% on a gross and net basis, and we outperformed the S&P 500 by 5.2% and 5.1% on a gross and net basis. In addition, please check the fund's top five holdings to know its best picks in 2025. In its first-quarter 2025 investor letter, Qualivian Investment Partners highlighted stocks such as Microsoft Corporation (NASDAQ:MSFT). Microsoft Corporation (NASDAQ:MSFT) is a multinational software company that develops and supports software, services, devices, and solutions. The one-month return of Microsoft Corporation (NASDAQ:MSFT) was 6.07%, and its shares gained 6.79% of their value over the last 52 weeks. On July 1, 2025, Microsoft Corporation (NASDAQ:MSFT) stock closed at $492.05 per share, with a market capitalization of $3.657 trillion. Qualivian Investment Partners stated the following regarding Microsoft Corporation (NASDAQ:MSFT) in its Q1 2025 investor letter: "Our bottom 3 contributors in the quarter were Alphabet, Amazon, and Microsoft Corporation (NASDAQ:MSFT), due to the rotation away from hyperscalers due to the DeepSeek announcement. Alphabet and Amazon recovered some of their losses in Q1 following their Q1 earnings reports in late April, while Microsoft recovered all its losses and has gone on to new highs since its Q1 earnings report. All three companies expressed their confidence in the opportunities before them from their investments in generative AI. Most said customer demand strained their capacity to meet their Cloud and Gen AI services (LLM hosting, training, and inferencing services). We are closely monitoring these three hyperscalers to see whether the capital spending and resulting returns produce the desired value." A development team working together to create the next version of Windows. Microsoft Corporation (NASDAQ:MSFT) is in second position our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 284 hedge fund portfolios held Microsoft Corporation (NASDAQ:MSFT) at the end of the first quarter compared to 317 in the previous quarter. In the fiscal third quarter of 2025, Microsoft Corporation (NASDAQ:MSFT) reported $70.1 billion in revenues, up 13% year-over-year. While we acknowledge the potential of Microsoft Corporation (NASDAQ:MSFT) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered Microsoft Corporation (NASDAQ:MSFT) and shared large-cap stocks to buy from Goldman Sachs stock portfolio. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. While we acknowledge the potential of MSFT as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
02-07-2025
- Business
- Yahoo
Amazon.com (AMZN) Fell Due To the Rotation Away from Hyperscalers
Qualivian Investment Partners, an investment partnership focused on long-only public equities, released its Q1 2025 investor letter. A copy of the letter can be downloaded here. The fund outperformed the iShares MSCI USA Quality Factor ETF (QUAL) by 66.0% and 59.4% on a gross and net basis, since inception through March 31, 2025. It also exceeded the S&P 500 by 32.7% and 26.1% respectively, on a gross and net basis. In Q1 2025, the fund outperformed QUAL by 5.3% and 5.2% on a gross and net basis, and we outperformed the S&P 500 by 5.2% and 5.1% on a gross and net basis. In addition, please check the fund's top five holdings to know its best picks in 2025. In its first-quarter 2025 investor letter, Qualivian Investment Partners highlighted stocks such as Inc. (NASDAQ:AMZN). Inc. (NASDAQ:AMZN) provides consumer products, advertising, and subscription services through online and physical stores that operate through North America, International, and Amazon Web Services (AWS) segments. The one-month return of Inc. (NASDAQ:AMZN) was 6.38%, and its shares gained 11.57% of their value over the last 52 weeks. On July 1, 2025, Inc. (NASDAQ:AMZN) stock closed at $220.46 per share, with a market capitalization of $2.34 trillion. Qualivian Investment Partners stated the following regarding Inc. (NASDAQ:AMZN) in its Q1 2025 investor letter: "Our bottom 3 contributors in the quarter were Alphabet, Inc. (NASDAQ:AMZN), and Microsoft, due to the rotation away from hyperscalers due to the DeepSeek announcement. Alphabet and Amazon recovered some of their losses in Q1 following their Q1 earnings reports in late April, while Microsoft recovered all its losses and has gone on to new highs since its Q1 earnings report. A customer entering an internet retail store, illustrating the convenience of online shopping. Inc. (NASDAQ:AMZN) is in first position on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 328 hedge fund portfolios held Inc. (NASDAQ:AMZN) at the end of the first quarter compared to 339 in the fourth quarter. In Q1 2025, Inc. (NASDAQ:AMZN) achieved global revenue of $155.7 billion, representing an 10% year-over-year growth excluding the impact of foreign exchange. While we acknowledge the potential of Inc. (NASDAQ:AMZN) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered Inc. (NASDAQ:AMZN) and shared the list of stocks on Jim Cramer's radar. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. While we acknowledge the potential of AMZN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
02-07-2025
- Business
- Yahoo
Amazon.com (AMZN) Fell Due To the Rotation Away from Hyperscalers
Qualivian Investment Partners, an investment partnership focused on long-only public equities, released its Q1 2025 investor letter. A copy of the letter can be downloaded here. The fund outperformed the iShares MSCI USA Quality Factor ETF (QUAL) by 66.0% and 59.4% on a gross and net basis, since inception through March 31, 2025. It also exceeded the S&P 500 by 32.7% and 26.1% respectively, on a gross and net basis. In Q1 2025, the fund outperformed QUAL by 5.3% and 5.2% on a gross and net basis, and we outperformed the S&P 500 by 5.2% and 5.1% on a gross and net basis. In addition, please check the fund's top five holdings to know its best picks in 2025. In its first-quarter 2025 investor letter, Qualivian Investment Partners highlighted stocks such as Inc. (NASDAQ:AMZN). Inc. (NASDAQ:AMZN) provides consumer products, advertising, and subscription services through online and physical stores that operate through North America, International, and Amazon Web Services (AWS) segments. The one-month return of Inc. (NASDAQ:AMZN) was 6.38%, and its shares gained 11.57% of their value over the last 52 weeks. On July 1, 2025, Inc. (NASDAQ:AMZN) stock closed at $220.46 per share, with a market capitalization of $2.34 trillion. Qualivian Investment Partners stated the following regarding Inc. (NASDAQ:AMZN) in its Q1 2025 investor letter: "Our bottom 3 contributors in the quarter were Alphabet, Inc. (NASDAQ:AMZN), and Microsoft, due to the rotation away from hyperscalers due to the DeepSeek announcement. Alphabet and Amazon recovered some of their losses in Q1 following their Q1 earnings reports in late April, while Microsoft recovered all its losses and has gone on to new highs since its Q1 earnings report. A customer entering an internet retail store, illustrating the convenience of online shopping. Inc. (NASDAQ:AMZN) is in first position on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 328 hedge fund portfolios held Inc. (NASDAQ:AMZN) at the end of the first quarter compared to 339 in the fourth quarter. In Q1 2025, Inc. (NASDAQ:AMZN) achieved global revenue of $155.7 billion, representing an 10% year-over-year growth excluding the impact of foreign exchange. While we acknowledge the potential of Inc. (NASDAQ:AMZN) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered Inc. (NASDAQ:AMZN) and shared the list of stocks on Jim Cramer's radar. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. While we acknowledge the potential of AMZN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
02-07-2025
- Business
- Yahoo
Here are the Reasons to Establish a Position in Alphabet (GOOGL)
Qualivian Investment Partners, an investment partnership focused on long-only public equities, released its Q1 2025 investor letter. A copy of the letter can be downloaded here. The fund outperformed the iShares MSCI USA Quality Factor ETF (QUAL) by 66.0% and 59.4% on a gross and net basis, since inception through March 31, 2025. It also exceeded the S&P 500 by 32.7% and 26.1% respectively, on a gross and net basis. In Q1 2025, the fund outperformed QUAL by 5.3% and 5.2% on a gross and net basis, and we outperformed the S&P 500 by 5.2% and 5.1% on a gross and net basis. In addition, please check the fund's top five holdings to know its best picks in 2025. In its first-quarter 2025 investor letter, Qualivian Investment Partners highlighted stocks such as Alphabet Inc. (NASDAQ:GOOGL). Alphabet Inc. (NASDAQ:GOOGL), the parent company of Google, offers various platforms and services operating through Google Services, Google Cloud, and Other Bets segments. The one-month return of Alphabet Inc. (NASDAQ:GOOGL) was 5.81%, and its shares lost 5.07% of their value over the last 52 weeks. On July 1, 2025, Alphabet Inc. (NASDAQ:GOOGL) stock closed at $175.84 per share, with a market capitalization of $2.14 trillion. Qualivian Investment Partners stated the following regarding Alphabet Inc. (NASDAQ:GOOGL) in its Q1 2025 investor letter: "Alphabet Inc. (NASDAQ:GOOGL) declined in the quarter due to (1) uncertainty regarding the returns on the large amount of capital expenditure being spent on generative AI investments and whether they will yield proper returns and (2) whether competing generative AI chatbots (Chat GPT, Perplexity, others) will take share away from GOOGL's core search business. A user's hands typing a search query into a Google Search box, emphasizing the company's search capabilities. Alphabet Inc. (NASDAQ:GOOGL) is in 4th position on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 227 hedge fund portfolios held Alphabet Inc. (NASDAQ:GOOGL) at the end of the first quarter, which was 234 in the previous quarter. While we acknowledge the potential of Alphabet Inc. (NASDAQ:GOOGL) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered Alphabet Inc. (NASDAQ:GOOGL) and shared the list of stocks Jim Cramer recently commented on. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. While we acknowledge the potential of GOOGL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey. 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
