Is Digital Turbine Inc. (APPS) A Smart Long-Term Buy?
Greenhaven Road Capital, an investment management firm, published its first quarter 2021 investor letter – a copy of which can be downloaded here. A commendable net return of 14% was recorded by the fund for the Q1 of 2021, outperforming the S&P 500 Index that delivered a 6.17% return for the same period. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Greenhaven Road Capital, in their Q1 2021 investor letter, mentioned Digital Turbine, Inc. (NASDAQ: APPS), and shared their insights on the company. Digital Turbine, Inc. is an Austin, Texas-based software company that currently has a $6.3 billion market capitalization. Since the beginning of the year, APPS delivered a 26.47% return, massively extending its 12-month gains to 1,217.31%. As of May 03, 2021, the stock closed at $71.53 per share.
NICE Ltd. (NICE), A Top Performer in Artisan International’s Portfolio
Artisan Partners Limited Partnership, a high value-added investment management firm, published its ‘Artisan International Fund’ fourth quarter 2020 investor letter – a copy of which can be downloaded here. A return of 8.87% was recorded by its Investor Class: ARTIX, 8.90% by its Advisor Class: APDIX, and 8.92% by its Institutional Class: APHIX, in the fourth quarter of 2020, all below its MSCI EAFE benchmark that delivered a 16.05% return and its MSCI All Country World Index that was up by 17.01% in the same period. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Conestoga Capital Advisors, a boutique, independent investment management firm, published its fourth-quarter 2020 ‘Small Cap Growth & SMid Cap Growth.
Conestoga Capital is Optimistic in Vertex Inc. (VERX)’s Future
Conestoga Capital Advisors, a boutique, independent investment management firm, published its fourth-quarter 2020 ‘Small Cap Growth & SMid Cap Growth’ Investor Letter – a copy of which can be downloaded here. A net return of 31% was recorded by Conestoga’s Small Cap Growth fund and 19.72% return by its SMid Cap Growth Fund for the the end year 2020. Both performed below their Russell 2000 Growth and Russell 2500 Growth benchmarks that delivered a 34.63% and 25.89% return respectively. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Conestoga Capital Advisors, in their Q4 2020 investor letter, emphasized that they acquired a position in Vertex, Inc. (NASDAQ: VERX) last year. Vertex, Inc. is a Pennsylvania-based software company that currently has a $4.5 billion market capitalization. Since the beginning of the year, VERX delivered a -12.31% return, however its 3-month gains a
Billionaire Stan Druckenmiller’s Top 10 Stock Picks
In this article we take a look at billionaire Stan Druckenmiller’s top 10 stock picks. The billionaire is making waves as he recently revealed that he is long Bitcoin and considers the cryptocurrency a valuable asset class. You can skip our detailed discussion of Druckenmiller’s history, his hedge fund’s performance and go to
Stanley Freeman Druckenmiller is an American billionaire and hedge fund manager who founded Duquesne Capital in 1981. For 30 years the hedge fund posted excellent returns, but in 2010 the billionaire announced to shutter the fund citing “emotional toll” of not being able to come up to the high expectations of investors. At the time of closing, the hedge fund had $12 billion in managed securities. Druckenmiller’s hedge fund had posted average gains of 30% over two decades of its operations before it closed, an excellent record when compared to peers. In 2008, when most hedge funds suffered hea