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Why One Fund Has a $320 Million Bet on Workiva Stock Despite a 21% Share Slide
Yahoo Finance· 2025-12-30 23:57
Key Points New York City-based Eminence Capital added 1.08 million shares of Workiva in the third quarter. The overall position value increased by $139.35 million from the previous period. As of September 30, the fund reported holding 3.72 million shares valued at $320.52 million, making it the third-largest portfolio position. These 10 stocks could mint the next wave of millionaires › New York City-based Eminence Capital increased its stake in Workiva (NYSE:WK) by 1.08 million shares in the thi ...
Intuit: Another Acquisition On Top Of Strong Organic Growth
Seeking Alpha· 2025-05-03 09:00
Group 1 - Tomas Riba is an economist and former CFO who focuses on investing in high-quality companies that can compound cash flow over the long term [1] - His investment journey began in 2007, and he has a background in accounting and finance [1] - Riba has experience in various industries including pharma, medical devices, textiles, food, and real estate [1] - Currently, he teaches courses on "Derivatives for risk management" and "Investment analysis" at a Master's Degree program in Financial Management [1] - Riba's investment strategy emphasizes long-term growth, targeting companies with strong competitive advantages, expanding margins, low debt, and aligned management [1]