Letters by company

Vertex, Inc.

2 letters discussing VERX. Everything written about it on this site is on its ticker page.

Oak Ridge Investments Quarterly Commentary Oak Ridge’s Q3 commentaries maintain exposure to AI infrastructure and software while cautioning against overzealous positioning amid rising rates and geopolitical risks. The large-, mid- and small-cap portfolios favored selective technology and healthcare holdings, while reducing consumer exposure and assessing opportunities to upgrade weaker datacenter-related selections. Q3 – 2026 —
Andrew Hill Investment Advisors Q4 2025 Client Letter Andrew Hill Investment Advisors harvested stock profits into laddered high-grade bonds, held gold, and positioned portfolios underweight equities relative to targets. It expects AI leadership to shift from infrastructure builders to users, adding First Horizon and Thermo Fisher while restoring Deere and initiating Rivian. fourth quarter 2025 AAPL $5.2TCEG $97BDE $182B