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Wedgewood Partners’ 13F portfolio value decreased from $709M to $579M. Click here to read more about Wedgewood Partners Portfolio's holdings and trades for Q2 2022.
Latham Group is a solid business, with strong cash flows, trading at a great price. Click here for a full investment analysis of SWIM stock.
We bought Pool Corporation during the quarter. Click here for our brief investment thesis on POOL stock.
These stocks look increasingly promising thanks to the combination of declining share prices and rising dividend yields.
Julian Emanuel of Evercore says that the Fed's change in stance won't prevent more stock slumps, but it will help hard-hit growth names outperform.