Renaissance Investment Management, an investment management company, released its Q1 2025 “Large Cap Growth Strategy” investor letter. A copy of the letter can be downloaded here. The S&P 500 ...
We are initiating coverage on salvage vehicle auctioneer Copart CPRT with a wide moat and a $77 fair value estimate. We see the firm as a phenomenal business with only one large competitor in IAA, ...
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