Over the years, we can see patterns in many fund letters as far as the stocks they hold, and it's interesting to track where these positions have been and where they're going. One stock several fund managers have been writing about this tech, and it's one they've been right about for at least the last five years.
Adam Wyden of ADW Capital was one of those who were earliest to the party, presenting his thesis for the stock in his Q1 2022 letter to investors. At the time,
Michelle deBoer-Jones is editor-in-chief of Hedge Fund Alpha. She also writes comparative analyses of stocks for TipRanks and runs Providence Writing Services. Previously, she was a television news producer for eight years, producing the morning news programs for NBC affiliates in Evansville, Indiana and Huntsville, Alabama and spending a short time at the CBS affiliate in Huntsville.
Get articles and insights from our weekly newsletter.
By entering your email, you agree to our Terms of Service and Privacy Policy.
