Merion Road Capital Q3 2022 Investor Letter
Merion Road Capital Management LLC is a registered investment adviser. We focus on value-oriented investing through rigorous fundamental analysis...
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Weekly Stock Bullfinder - Week of 10/31
An interesting dynamic has emerged over the past few months with mega cap technology companies like Meta, Alphabet, and Amazon all seeing...
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A Look at How a Portfolio Composed of Our Top Five Innovators in Each Report Would Have Performed
Our datamining reports ranks companies within thematic based on innovation quality. We see strong outperformance in a portfolio built using the top...
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North America Hits New Highs as Global Rotation Continues
North American allocations among active Global investors hit record highs, driven by Energy, Health Care and Industrials rotation.
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Global Communication Services: Lowest Exposure on Record
Selling in Activision Blizzard, Meta Platforms, Tencent and Nintendo Co Ltd force Communication Services allocations to their lowest levels on record.
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