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Nvidia was a contributor to the portfolio's performance again in Q3, driven by continued surging demand for accelerated computing and AI infrastructure. Chipotle was a detractor during the quarter as its comparable sales growth fell just 1% short of consensus (declining 4% against a very tough 11% comparison in the year ago period). Intuit was a detractor from performance during the quarter as ...
We reviewed and maintained our UnitedHealth position through its underwriting crisis, recognizing that management's mispricing of annually renewable policies could be corrected through swift action. Our July exit from Novo Nordisk demonstrates our willingness to move on from positions when competitive dynamics deteriorate. We made several strategic additions during market weakness including Fas...
On Tuesday, November 11 from 4 p.m. to 8 p.m. local time, guests who order an entrée in-restaurant and present a valid military ID will receive a second entrée for free.
NEW YORK , Nov. 6, 2025 /PRNewswire/ -- Kuehn Law, PLLC, a shareholder litigation law firm, is investigating whether certain officers and directors of Chipotle Mexican Grill, Inc. (NYSE: CMG) breached their fiduciary duties to shareholders. According to a federal securities lawsuit, Chipotle insiders caused the company to misrepresent or fail to disclose that (1) Chipotle's portion sizes were...
Coach parent Tapestry is still drawing new customers, especially from Gen Z, which is spending on handbags and other fashion accessories. The company is at odds with businesses like Chipotle and Cava, which saw a drop in sales among younger customers.
Q3 2025 has knocked down several stocks, but sometimes the market does throw the baby out with the bathwater.
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