Letters by company

Roper Technologies INC

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

Choice Equities 2025 Q2 Investor Letter Choice Equities Fund added opportunistically to Magnite amid volatility and argues that streaming advertising, customer wins and potential ad-tech remedies can support its outlook. It also backs Genius Sports on renewed sports-data rights and Modine on data-center cooling demand, portfolio reshaping and operational improvements. second quarter GENI $2.1BMGNI $3.6BMOD $9.6B