Group 1 - Middle Coast Investing's third-quarter 2025 investor letter indicates a favorable performance, with its collective portfolio outperforming the S&P 500, returning 9.6% compared to the S&P 500's 7.8% [1] - The Core U.S. portfolios returned 10%, while the Russell 2000 returned 12%, the S&P 600 returned 8.7%, and the Nasdaq generated 11.2% for the same period [1] - European Portfolios appreciated by 5.5% in Q3 2025 [1] Group 2 - Vimeo, Inc. (NASDAQ:VMEO) was highlighted as a significant stock, with a one-month return of 61.54% and a 52-week gain of 58.25% [2] - As of October 6, 2025, Vimeo, Inc. stock closed at $7.77 per share, with a market capitalization of $1.291 billion [2] - Middle Coast Investing noted that the merger story for Vimeo took time to develop, with initial purchases based on merger reports in March 2024, and a subsequent offer of $7.85/share from Bending Spoons [3] Group 3 - Vimeo, Inc. is not among the 30 most popular stocks among hedge funds, with 25 hedge fund portfolios holding its shares at the end of Q2 2025, an increase from 24 in the previous quarter [4] - While acknowledging Vimeo's potential, the company believes certain AI stocks offer greater upside potential and less downside risk [4]
Middle Coast Investing’s Updates on Vimeo’s (VMEO) Merger