Soumya Eswaran

Contributing Author

Recent Articles by Soumya Eswaran

Feb-06	Pelican Bay Capital Management Bets on Zoetis (ZTS) to Capitalize on Expanding Pet Care Market ZTS Insider Monkey
Feb-06	Pelican Bay Capital Management Sold CME Group (CME) in Q4 CME Insider Monkey
Feb-06	PBCM Sold on Semiconductor (ON) Due to Persistent Downturn in EV Demand ON Insider Monkey
Feb-06	Alphabet (GOOG): One of the Biggest Beneficiaries of the AI Transition GOOG Insider Monkey
Feb-06	Increased Demand for Vyvgart Boosted Argenx SE (ARGX) in Q4 ARGX Insider Monkey
Feb-06	Will Thermo Fisher Scientific (TMO) Benefit from Favorable Trends in the Market? TMO Insider Monkey
Feb-06	What Makes Welltower (WELL) an Attractive Investment? WELL Insider Monkey
Feb-06	Penumbra (PEN) Reported Revenue Growth of 16.9% in Q4 PEN Insider Monkey
Feb-06	What Makes Repligen Corporation (RGEN) an Investment Choice? RGEN Insider Monkey
Feb-06	Doximity, Inc. (DOCS) Fell Following Disappointing Guidance DOCS -16.78% Insider Monkey
Feb-06	Multiple Tailwinds Lifted Eli Lilly and Company (LLY) in Q4 LLY Insider Monkey
Feb-06	Here's What Makes On Holding AG (ONON) a Strong Long-Term Investment? ONON Insider Monkey
Feb-06	Below Expected Net New Sales Weighed on CoStar's (CSGP) Performance in Q4 CSGP Insider Monkey
Feb-06	Increased Demand Drove FIGS' (FIGS) 8% Revenue Growth FIGS Insider Monkey
Feb-05	Deep Sail Capital Partners' Investment Thesis for Sanuwave Health (SNWV) SNWV Insider Monkey
Feb-05	IDEXX Laboratories (IDXX) Positioned to Benefit from Growing Aging Pet Market IDXX Insider Monkey
Feb-05	Fidelity Growth Strategies Fund Avoids IDEXX Laboratories (IDXX) Due to Questionable Growth Durability IDXX Insider Monkey
Feb-05	Weaker-Than-Expected Margin Hurt Axon Enterprise (AXON) in Q4 AXON -7.20% Insider Monkey
Feb-05	What Makes Lumentum Holdings (LITE) a High-Growth Business? LITE +8.35% Insider Monkey
Feb-05	ATI (ATI) Surged on Increased Sales of Aerospace Products ATI Insider Monkey
Feb-05	Better-Than-Expected Results Lifted Coherent (COHR) in Q4 COHR Insider Monkey
Feb-05	What Makes MVB Financial (MVBF) a Good Long-Term Bet? MVBF Insider Monkey
Feb-05	Transcat (TRNS): An Investment into Recurring Revenue Excellence TRNS Insider Monkey
Feb-05	Bank OZK (OZK) Fell on a Tepid Yearly Outlook OZK Insider Monkey
Feb-05	Should You Hold Oil-Dri (ODC)? ODC Insider Monkey
Feb-05	Taseko Mines (TGB) Benefited as Coal Prices Surged TGB -9.20% Insider Monkey
Feb-05	Increased Optimism Lifted Triumph Financial (TFIN) in Q4 TFIN Insider Monkey
Feb-04	Kimbell Royalty Partners (KRP) is Poised to Deliver a Dividend of $1.43 Per Share KRP Insider Monkey
Feb-04	Legacy Ridge Capital Management's Investment Approach in Polaris (PII) PII Insider Monkey
Feb-04	Strong Business Attributes Position Mama's Creations (MAMA) for Strong Growth MAMA Insider Monkey
Feb-04	Par Technology (PAR) is on Track for $225M Gross Profit and $90M EBITDA in 2026 PAR Insider Monkey
Feb-04	Do You Believe in the Upward Potential of Centerspace (CSR)? CSR Insider Monkey
Feb-04	Aristotle Capital Value Equity Strategy Sold Constellation Brands (STZ) Despite Steady Business Rationale STZ Insider Monkey
Feb-04	Investor Shift from Growth Stocks Affected Uber (UBER) in Q4 UBER -5.15% Insider Monkey
Feb-04	Here's What Lifted Parker-Hannifin Corporation (PH) in Q4 PH Insider Monkey
Feb-04	Capital One Financial Corp. (COF) Surged Following Strong Results COF Insider Monkey
Feb-04	Liberty Live Holdings (LLYVK) Traded Lower as the Concert Segment Earnings Fell Short of Expectations LLYVK Insider Monkey
Feb-04	Baron Discovery Fund Purchased a Fresh Stake in GCI Liberty (GLIBK) GLIBK Insider Monkey
Feb-04	SiTime Corporation (SITM) Rallied More Than 90% in 2025 SITM Insider Monkey
Feb-04	Baron Discovery Fund Increased Its Holdings in indie Semiconductor (INDI) in 2025 INDI Insider Monkey
Feb-03	Do You Believe in the Growth Potential of Establishment Labs Holdings (ESTA)? ESTA Insider Monkey
Feb-03	Clearwater Analytics Holdings (CWAN) Rallied Following an Acquisition Announcement CWAN Insider Monkey
Feb-03	Varonis Systems (VRNS) Dipped Despite Reporting Strong Earnings VRNS -9.30% Insider Monkey
Feb-03	What Makes JFrog Ltd. (FROG) an Investment Choice? FROG -6.70% Insider Monkey
Feb-03	Multiple Tailwinds Lifted Exact Sciences Corporation (EXAS) in 2025 EXAS Insider Monkey
Feb-03	Capital One Financial Corp (COF) Surged Following Strong Results COF Insider Monkey
Feb-03	Here's What Lifted American International Group (AIG) in 2025 AIG Insider Monkey
Feb-03	Zoetis (ZTS) Traded Lower Due to Reduced 2026 Outlook ZTS Insider Monkey
Feb-03	Investor Concerns Impacted Labcorp (LH) in Q4 LH Insider Monkey
Feb-03	Sysco Corporation (SYY) Declined on Investor Worry About the Restaurant Macro Environment, Consumer Weakness SYY Insider Monkey
Feb-03	Diamond Hill Large Cap Fund Purchased Cooper Companies (COO) Betting on the Resilient Contact Lens Industry COO Insider Monkey
Feb-03	Does Dover Corp. (DOV) Have a Long Runway for Growth? DOV Insider Monkey
Feb-03	Here's Why Diamond Hill Large Cap Fund Added Solventum (SOLV) to Its Portfolio SOLV Insider Monkey
Feb-03	Stabilized Volume Boosted General Motors (GM) GM Insider Monkey
Feb-03	Here's What Hit Baxter (BAX) in Q4 BAX Insider Monkey
Feb-03	Here's What Lifted Citigroup (C) in Q4 C Insider Monkey
Feb-02	Should You Consider Investing in Knight-Swift Transportation Holdings (KNX)? KNX +7.37% Insider Monkey
Feb-02	Earnings Beat Lifted Dollar General (DG) in Q4 DG Insider Monkey
Feb-02	Is VF Corp (VFC) Trading at an Attractive Upside-to-Downside Ratio? VFC Insider Monkey
Feb-02	What Makes Advance Auto Parts (AAP) an "Ugly Duckling"? AAP Insider Monkey
Feb-02	Curreen Capital on Frontdoor (FTDR) FTDR Insider Monkey
Feb-02	Curreen Capital: Fortrea (FTRE) is an Example of Our "Crazy Cheap" Strategy FTRE Insider Monkey
Feb-02	Rationale Behind FPA Crescent Fund's Sale of Microsoft (MSFT) MSFT Insider Monkey
Feb-02	Advanced Micro Devices (AMD): An Enduring Growth Path Via Execution AMD Insider Monkey
Feb-02	What Makes Micron Technology (MU) Ashva Capital Management's Largest Holding? MU +5.52% Insider Monkey
Feb-02	Understanding The Walt Disney Company (DIS): A Closer Look at Long-Term Cash Flow Potential DIS -7.40% Insider Monkey
Feb-02	Giverny Capital Asset Management's Investment Thesis for Watsco (WSO) WSO Insider Monkey
Feb-02	Giverny Capital Asset Management Bets on TWFG (TWFG), an Independent Distribution Platform TWFG Insider Monkey
Feb-02	What Makes Kinsale Capital Group (KNSL) a Strong Investment? KNSL Insider Monkey
Feb-02	Giverny Capital Asset Management Trimmed Ametek (AME) on Valuation AME Insider Monkey
Feb-02	Installed Building Products (IBP) Held Steady Despite Weak Housing Market IBP Insider Monkey
Feb-02	Charles Schwab (SCHW): Expecting Continued Earnings Momentum in 2026 SCHW Insider Monkey
Feb-02	Arista Networks (ANET) Surged as Multiple Tailwinds Aligned ANET Insider Monkey
Jan-30	Here's Why Giverny Capital Asset Management Sold Fiserv (FISV) in 2025 FISV Insider Monkey
Jan-30	Giverny Capital Asset Management Exited Its Long-Term Holding CarMax (KMX) in 2025 KMX Insider Monkey
Jan-30	Here's Why Giverny Capital Asset Management Sold Align Technology (ALGN) ALGN Insider Monkey
Jan-30	Alphabet (GOOG) Contributed 4.7% to Giverny Capital Asset Management's 2025 Growth GOOG Insider Monkey
Jan-30	Here's Why Medpace (MEDP) Shares Roared in 2025 MEDP Insider Monkey
Jan-30	Increased Investor Optimism Lifted Alphabet (GOOGL) in Q4 GOOGL Insider Monkey
Jan-30	Does Workday (WDAY) Offer a Compelling Risk/Reward Opportunity? WDAY Insider Monkey
Jan-30	F5 (FFIV) Fell Following a Hacker Breach Confirmation FFIV Insider Monkey
Jan-30	Here's What Hit Fiserv (FISV) in Q4 FISV Insider Monkey
Jan-30	General Motors (GM) Gained After Raising Full-Year Outlook GM Insider Monkey
Jan-30	Here's Why Greenlight Capital Sold HP (HPQ) HPQ Insider Monkey
Jan-30	Do You Believe in the Growth Prospects of Spectrum Brands Holdings (SPB)? SPB Insider Monkey
Jan-30	What Makes Antero Resources (AR) a Good Investment? AR Insider Monkey
Jan-30	Greenlight Capital's Thoughts on Core Natural Resources (CNR) CNR Insider Monkey
Jan-30	Here's Why Victoria's Secret (VSCO) is Beginning to Reflect the Brand's Recovery VSCO Insider Monkey
Jan-30	Greenlight Capital Sold Seadrill (SDRL) in Q4 as It Missed the Inflection SDRL Insider Monkey
Jan-30	Brighthouse Financial (BHF) to Exit Challenging Situation Following Sale Agreement BHF Insider Monkey
Jan-29	What Makes Teva Pharmaceuticals (TEVA) a Successful Brand? TEVA Insider Monkey
Jan-29	Greenlight Capital Re-Acquired a Position in Global Payments (GPN) GPN Insider Monkey
Jan-29	Here's What Lifted Warner Bros. Discovery (WBD) in Q4 WBD Insider Monkey
Jan-29	Will Deckers Outdoor (DECK) be Able to Reaccelerate Growth? DECK Insider Monkey
Jan-29	Tsai Capital: Apple (AAPL) Remains one of the Highest-Quality Businesses on the Planet AAPL Insider Monkey
Jan-29	Tsai Capital's Views on QXO (QXO) QXO Insider Monkey
Jan-29	Here's What Positions Brookfield Corporation (BN) as a Generational Compounder? BN Insider Monkey
Jan-29	What Makes Tesla (TSLA) a Lucrative Investment? TSLA Insider Monkey
Jan-29	Adobe Acquired Semrush Holdings (SEMR) at a 78% premium SEMR Insider Monkey
Jan-29	Pernas Research Views Paysafe Limited (PSFE) as a Potential Multi-Bagger Going Into 2026 PSFE Insider Monkey

Soumya Eswaran

Recent Articles by Soumya Eswaran

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