BSQKZ News and Press, Block From 04/17/24

2024-04-17 10:55:00 ET Summary Heartland Advisors is a boutique, independent investment firm in Milwaukee, WI. Our value-focused, actively managed product suite includes distinct U.S. and international investing strategies, which are offered through five mutual funds and four separate...

2024-04-11 16:03:09 ET Summary There are three types of closed-end fund structures: perpetual, term, and target term. Term funds aim to minimize the discount at which the fund trades versus its share price. Today we have four funds that are nearing their completion dates. JPI, DCF...

2024-04-04 11:39:58 ET Summary Visa Inc. and Mastercard Incorporated are among the highest quality, non-cyclical businesses money can buy today. Benefiting from ever-increasing M2 supply, move towards a cashless society and elevated inflation, both businesses are expected to conti...

2024-03-26 20:48:44 ET Summary Lone Pine Capital's 13F portfolio value increased from $10.37B to $11.56B this quarter. The number of holdings decreased from 26 to 25. The top three positions in the portfolio are Meta Platforms, Taiwan Semi, and Microsoft. This articl...

2024-03-15 12:00:00 ET Summary Fintech is projected (by QED Investors) to reach $1.5 trillion (~20% CAGR) by 2030, driven by massive and rapid digital adoption within the traditional financial services industry. Fintech growth is projected to be especially pronounced in the Latin ...

2024-02-22 21:18:14 ET Block, Inc. (SQ) Q4 2023 Earnings Conference Call February 22, 2024 05:00 PM ET Company Participants Nikhil Dixit - Head of Investor Relations Jack Dorsey - Block Head, Square Head, Chairman, and Co-Founder Amrita Ahuja - Chief Operating Of...

2024-02-18 05:15:00 ET Summary Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. In the quarter ended December 31, 2023, Baron FinTech Fund® (the Fund) rose 13.85...

2024-02-18 03:45:00 ET Summary Baron is an asset management firm focused on delivering growth equity investment solutions known for a long-term, fundamental, active approach to growth investing. Baron Fifth Avenue Growth Fund® (the Fund) was up 17.6% (Institutional Shares) in...

2024-02-15 12:04:42 ET Summary Lightspeed Commerce Inc. went public in 2020 in the U.S. at $30.50 per share. The global point-of-sale market is expected to grow at a CAGR of 8.3% from 2023 to 2030, with the software market growing at a higher rate of 15.1%. Lightspeed's financ...

2024-01-31 08:05:00 ET Summary The Ithaka Group is an independent investment boutique that specializes in managing high-quality, concentrated growth equity portfolios. During the fourth quarter Ithaka’s portfolio outperformed in a strong market, rising 18.4% vs the R1G risi...