Soumya Eswaran

Contributing Author

Recent Articles by Soumya Eswaran

Jan-23	Vulcan Value Partners Sold SS&C Technologies Holdings (SSNC) Due to Narrowed Margin of Safety SSNC Insider Monkey
Jan-23	Vulcan Value Partners Sold Skyworks Solutions (SWKS) for More Discounted Opportunities SWKS Insider Monkey
Jan-23	What Makes Fiserv (FISV) a Strong Investment? FISV Insider Monkey
Jan-23	Should You Hold CarMax (KMX)? KMX Insider Monkey
Jan-23	TransUnion (TRU): Vulcan Value Partners Journey from Observation to Investment TRU Insider Monkey
Jan-23	What Makes Ryan Specialty Holdings (RYAN) a Good Investment Opportunity? RYAN Insider Monkey
Jan-23	Vulcan Value Partners' Thoughts on Medpace Holdings (MEDP) MEDP Insider Monkey
Jan-23	Riverwater Partners Sustainable Value Strategy's Views on Its New Position Adeia, Inc. (ADEA) ADEA Insider Monkey
Jan-23	Riverwater Partners Sustainable Value Strategy Exited Cinemark Holdings (CNK) as Box Office Results Underperformed Expectations CNK Insider Monkey
Jan-23	Ciena Corporation (CIEN) Delivered an Outstanding 176% Return CIEN Insider Monkey
Jan-23	Riverwater Partners Small Cap Strategy's Investment Thesis for Warby Parker (WRBY) WRBY Insider Monkey
Jan-23	Should You Sell Your Position in Integer Holdings Corp. (ITGR)? ITGR Insider Monkey
Jan-23	Riverwater Partners Small Cap Strategy Sold Its Stake in HealthStream (HSTM) HSTM Insider Monkey
Jan-23	Here's What Hit Grand Canyon Education (LOPE) in Q4 LOPE Insider Monkey
Jan-23	CNX Resources Corporation (CNX) Rose Following the Surge in Natural Gas Price CNX Insider Monkey
Jan-23	Should You Hold AAR Corp. (AIR)? AIR Insider Monkey
Jan-23	Management Remarks Weighed on Kratos Defense & Security Solutions (KTOS) in Q4 KTOS Insider Monkey
Jan-22	What Makes Glaukos (GKOS) a Good Investment? GKOS Insider Monkey
Jan-20	Here's What Pressured FirstService Corp (FSV) in Q4 FSV Insider Monkey
Jan-20	Meta (META) Slid Despite Reporting Strong Earnings META Insider Monkey
Jan-20	Microsoft (MSFT) Traded Lower as Its Reported Azure Cloud Growth and Forward Guidance Fell Short of Expectations MSFT Insider Monkey
Jan-20	Investors' Confidence Boosted Alphabet (GOOG) in Q4 GOOG Insider Monkey
Jan-20	Stevanato (STVN) Declined Due to Anticipation of Soft Quarter Ahead STVN Insider Monkey
Jan-20	Here's Why uniQure (QURE) Fell in Q3 QURE Insider Monkey
Jan-20	Nebius Group N.V. (NBIS) Slid Along with Broader Selloff of AI Infrastructure-Related Equities NBIS Insider Monkey
Jan-20	Strong Results and Improved Guidance Lifted Guardant Health (GH) in Q4 GH Insider Monkey
Jan-20	Strong Results and Improved Guidance Lifted Guardant Health (GH) in Q4 GH Insider Monkey
Jan-20	Exact Sciences (EXAS) Rose Following the Acquisition Announcement by Abbott EXAS Insider Monkey
Jan-20	Longleaf Partners Fund's Updates on IAC (IAC) IAC Insider Monkey
Jan-20	Longleaf Partners Fund's Updates on IAC (IAC) IAC Insider Monkey
Jan-20	What Offers PayPal (PYPL) a Meaningful Long-Term Optionality? PYPL Insider Monkey
Jan-20	PVH (PVH) has Long-Term EPS Stability at $10 Per Share PVH Insider Monkey
Jan-20	Market's Near-Term Growth Worries Overshadow Value Potential of Kraft Heinz Co. (KHC) KHC Insider Monkey
Jan-20	Should You Be Excited for Regeneron (REGN)? REGN Insider Monkey
Jan-20	Longleaf Partners Fund Sold HF Sinclair Corporation (DINO) at a Profit DINO Insider Monkey
Jan-20	Meta (META) Proceeded to Rebound on Its 13%-15% Growth Trajectory META Insider Monkey
Jan-20	Mettler-Toledo (MTD) Rebound Shows Strength to Weather Challenges MTD Insider Monkey
Jan-20	Apple (AAPL) Continued to Rebound in Q4 AAPL Insider Monkey
Jan-19	Here's Wedgewood Partners' Investment Thesis for Chubb Limited (CB) CB Insider Monkey
Jan-19	What Makes Amazon (AMZN) an Attractive Long-Term Investment Opportunity? AMZN Insider Monkey
Jan-19	Accelerated AI Spending Hit Meta Platforms (META) META Insider Monkey
Jan-19	Apple (AAPL) Achieved an Adjusted EPS Growth of +13% AAPL Insider Monkey
Jan-19	Old Dominion Freight Line (ODFL) Benefited From Investors' Shift to Cyclical Sectors ODFL Insider Monkey
Jan-19	Taiwan Semiconductor Manufacturing (TSM): "Enabler of the AI Era." TSM Insider Monkey
Jan-19	Does Edwards Lifesciences (EW) Have Strong Double-Digit Earnings Potential? EW Insider Monkey
Jan-19	Do You Believe in the Growth Potential of Motorola (MSI)? MSI Insider Monkey
Jan-19	Wedgewood Partners' Trimmed Its Holdings in PayPal Holdings (PYPL) PYPL Insider Monkey
Jan-19	Should You Expect Increased Earnings Growth in Tractor Supply Company (TSCO)? TSCO Insider Monkey
Jan-19	Strong Growth in Google Services Lifted Alphabet (GOOG) GOOG Insider Monkey
Jan-19	Riverwater Micro Opportunities Strategy's Overview on Douglas Dynamics (PLOW) PLOW Insider Monkey
Jan-19	Here's Why Riverwater Partners Micro Opportunities Strategy Exited National CineMedia (NCMI) NCMI Insider Monkey
Jan-19	Limoneira (LMNR): Near-Term Result Masks Long-Term Potential LMNR Insider Monkey
Jan-19	IRadimed Corporation (IRMD): Accelerating with Solid Capital Return IRMD Insider Monkey
Jan-19	American Vanguard Corp. (AVD) Slid Despite Clear Operational Improvement AVD Insider Monkey
Jan-19	Upslope Capital Management Exited West Pharmaceutical (WST) for Better Opportunities WST Insider Monkey
Jan-19	Will Booz Allen Hamilton (BAH) Benefit from Long-Term Secular Tailwinds? BAH Insider Monkey
Jan-16	Brown & Brown (BRO) Fell Following a Decline in Organic Growth BRO Insider Monkey
Jan-16	Weather-Related Softness Hit FirstService Corporation (FSV) in Q4 FSV Insider Monkey
Jan-16	Fastenal Co. (FAST) Slid on Soft US Industrial Manufacturing FAST Insider Monkey
Jan-16	Exceptional Outcomes from Insurance and Investment Operations Lifted Markel Group (MKL) MKL Insider Monkey
Jan-16	Here's What Negatively Impacted AutoZone (AZO) in Q4 AZO Insider Monkey
Jan-16	Here's What Hit CDW Corporation (CDW) in Q4 CDW Insider Monkey
Jan-16	Amphenol Corporation (APH) Surged Following the Demand Uptick APH Insider Monkey
Jan-16	What Makes Jack Henry & Associates (JKHY) a Worthy Investment? JKHY Insider Monkey
Jan-16	Here's What Lifts Ross Stores (ROST) ROST Insider Monkey
Jan-16	Dream Finders Homes (DFH) Fell Due to Affordability Challenges DFH Insider Monkey
Jan-16	SPS Commerce (SPSC) Fell Following Muted Outlook SPSC Insider Monkey
Jan-16	Will the FCC Approve NextNav's (NN) Plan? NN Insider Monkey
Jan-16	Laughing Water Capital's Updates on Liquidia Corp (LQDA) LQDA Insider Monkey
Jan-16	What Contributes to Lifecore Biomedical's (LFCR) Distinct Competitive Advantage? LFCR Insider Monkey
Jan-16	Laughing Water Capital Sold Its Stake in Thryv (THRY) THRY Insider Monkey
Jan-15	Here's Why PAR Technology Corp's (PAR) Shares were Down ~50% on The Year PAR Insider Monkey
Jan-15	Ciena Corporation (CIEN) Has Emerged as a High-Growth, Key Infrastructure Winner in the AI Era. Here' Why CIEN Insider Monkey
Jan-15	Oracle (ORCL) Fell Due to Investors' Concerns About Its Aggressive Spending Plans ORCL Insider Monkey
Jan-15	A confluence of Factors Lifted Alphabet (GOOG) in Q4 GOOG Insider Monkey
Jan-15	Taiwan Semiconductor Manufacturing Company Limited (TSM) Continued to Benefit from Increased Demand TSM Insider Monkey
Jan-15	Taiwan Semiconductor Manufacturing Company Limited (TSM) Surged Following Strong Demand Conditions TSM Insider Monkey
Jan-15	L1 Capital International's Views on Jacobs Solutions (J) J Insider Monkey
Jan-15	L1 Capital International Strategy: Uber (UBER) is a 'Battleground' Company UBER Insider Monkey
Jan-15	L1 Capital International Strategy Trimmed HCA Healthcare (HCA) Due to Share Price Appreciation HCA Insider Monkey
Jan-15	Intercontinental Exchange (ICE) Fell Due to AI-Related Concerns ICE Insider Monkey
Jan-15	Here's What Boosted AerCap Holdings N.V. (AER) in 2025 AER Insider Monkey
Jan-15	Oakmark Equity and Income Fund's Top Contributor: Alphabet (GOOG) GOOG Insider Monkey
Jan-15	Oakmark International Fund Picked Unilever PLC (UL) Despite Mixed Growth Drivers UL Insider Monkey
Jan-15	What Makes AstraZeneca (AZN) a Strong Growing Company? AZN Insider Monkey
Jan-15	Does Sanofi (SNY) Have a Long Runway for Future Growth? SNY Insider Monkey
Jan-14	Is Investing in Hurco (HURC) a Speculative Bet? HURC Insider Monkey
Jan-14	What Makes HNI Corporation (HNI) a Good Investment? HNI Insider Monkey
Jan-14	Will Gartner (IT) be Able to Reaccelerate Its Organic Growth? IT Insider Monkey
Jan-14	Here's What Supports Mondelez International's (MDLZ) Dominant Growth in the Industry MDLZ Insider Monkey
Jan-14	Will Alibaba Group (BABA) be Able to Leverage Its Capabilities? BABA Insider Monkey
Jan-14	Here's Why Oakmark Select Fund Backs Targa Resources (TRGP) TRGP Insider Monkey
Jan-14	Paycom Software (PAYC) Fell Along with Peers PAYC Insider Monkey
Jan-14	Fiserv (FISV) Fell on a Weak Earnings Report FISV Insider Monkey
Jan-14	Oakmark Fund Added CDW (CDW) Citing Diverse Growth Signals CDW Insider Monkey
Jan-14	Warner Bros Discovery (WBD) Surged Following Acquisition Offers from Multiple Parties WBD Insider Monkey
Jan-14	Factors Led Mar Vista's U.S. Quality Strategy's New Addition: Taiwan Semiconductor (TSM) TSM Insider Monkey
Jan-14	Here's What Dragged Linde plc (LIN) in Q4 LIN Insider Monkey
Jan-14	Here's What Hit Microsoft (MSFT) in Q4 MSFT Insider Monkey
Jan-14	Here's Why Mar Vista's U.S. Quality Strategy Decided to Sell Roper Technologies (ROP) ROP Insider Monkey

Soumya Eswaran

Recent Articles by Soumya Eswaran

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