Letters by company

Partners Group Holding AG

1 letter discussing 0QOQ. Everything written about it on this site is on its ticker page.

Vulcan Value Partners Second Quarter 2025 Vulcan Value Partners used tariff-driven volatility to rotate from higher price-to-value holdings into more discounted businesses, including UnitedHealth Group, IQVIA, Ares Management and Forterra. The firm argues that stable intrinsic values, a closely monitored MVP list and rapid capital reallocation can widen margins of safety during dislocations. Second Quarter 2025 UNH $377B0QOQ AMZN $2.8T