RTMVF News and Press, Rightmove Plc Winterhill From 10/10/21

Over the past year, I have been covering software as a service (SaaS) firms and their stocks, and especially those that pass the Rule of 40. The Rule of 40 balances sales growth and profitability in hyper-growth SaaS companies, and we have found, as a group, these stocks have outperfo...

Rightmove plc (RTMVF) Q2 2021 Earnings Conference Call July 30, 2021 02:15 ET Company Participants Peter Brooks-Johnson - Chief Executive Officer Alison Dolan - Chief Financial Officer Miles Shipside - Director of Housing Market Analyst Conference Call Participants Joe Barnet-Lamb - Credit Su...

The following slide deck was published by Rightmove plc in conjunction with their 2021 Q2 earnings call. For further details see: Rightmove plc 2021 Q2 - Results - Earnings Call Presentation

Harding Loevner is an investment manager that invests primarily in publicly traded global equities. We were founded in 1989 by former managers for the Rockefeller family. Harding Loevner is a Delaware limited partnership. We operate independently of Affiliated Managers Group. The Glob...

Harding Loevner is an investment manager that invests primarily in publicly traded global equities. We were founded in 1989 by former managers for the Rockefeller family. Harding Loevner is a Delaware limited partnership. We operate independently of Affiliated Managers Group. Performa...

Polen Capital is a global independently-owned growth equity boutique, led by an experienced team of investment professionals who are committed to preserving and growing the assets of our clients through a prudent and disciplined long-term investment approach. During the first quarter ...

Rightmove Plc (RTMVF) Q4 2020 Earnings Conference Call February 26, 2021 2:30 AM ET Company Participants Peter Brooks-Johnson - Chief Executive Officer Alison Dolan - Chief Financial Officer Miles Shipside - Director and Housing Market Analyst Conference Call Participants William Packer - Exa...

The following slide deck was published by Rightmove plc in conjunction with their 2020 Q4 earnings call. For further details see: Rightmove plc 2020 Q4 - Results - Earnings Call Presentation

Including a valuation discount requirement for quality stocks seems to drag down returns. The nature of business models and the pace of innovation is changing, favoring growth companies that are technologically savvy and scalable. Backtesting results show that focussing on quality...

Portfolio Performance Our long-only “Librarian Capital” portfolio gained 7.1% in USD in August, but a 2.2% appreciation of GBP against USD reduced our reported gain to 4.8% - a slight underperformance vs. the MSCI World index, our chosen benchmark, which gained 5.1%; our year...