HeyJaredSoumya Eswaran
- Indexed articles, last 90 days
- 1,783
- Latest publication
- Oct 1, 2026
- Outlet visibility, for insidermonkey.com
- Top 1M sites
- Earliest in this view
- Jul 6, 2026
Latest articles
Qualcomm (QCOM): Can Its AI Strategy Overcome Skepticism Around Its Current Market Position? (opens the original)
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Munro Partners is an investment management firm that issued its second-quarter 2026 commentary for the “Munro Concentrated Global Growth Fund”. The letter can be downloaded here. The fund delivered a strong second quarter of 2026, returning 23.8% net compared with the MSCI World ex-Australia Index’s 12.6% return, as global equity markets rebounded following geopolitical volatility in March. The fund remained constructive on the AI investment cycle, supported by accelerating adoption,... NASDAQ:Q
Munro Partners Sees Arm Holdings (ARM) as a Key Beneficiary of Agentic AIÂ (opens the original)
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Munro Partners is an investment management firm that issued its second-quarter 2026 commentary for the “Munro Concentrated Global Growth Fund”. The letter can be downloaded here. The fund delivered a strong second quarter of 2026, returning 23.8% net compared with the MSCI World ex-Australia Index’s 12.6% return, as global equity markets rebounded following geopolitical volatility in March. The fund remained constructive on the AI investment cycle, supported by accelerating adoption,...
Advanced Micro Devices (AMD) Benefit from Surging CPU Demand in Autonomous AI (opens the original)
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Munro Partners is an investment management firm that issued its second-quarter 2026 commentary for the “Munro Concentrated Global Growth Fund”. The letter can be downloaded here. The fund delivered a strong second quarter of 2026, returning 23.8% net compared with the MSCI World ex-Australia Index’s 12.6% return, as global equity markets rebounded following geopolitical volatility in March. The fund remained constructive on the AI investment cycle, supported by accelerating adoption,...
Munro Concentrated Global Growth Fund’s Q2 2026 Investor Letter (opens the original)
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Munro Partners is an investment management firm that issued its second-quarter 2026 commentary for the “Munro Concentrated Global Growth Fund”. The fund delivered a strong second quarter of 2026, returning 23.8% net compared with the MSCI World ex-Australia Index’s 12.6% return, as global equity markets rebounded following geopolitical volatility in March. The fund remained constructive on the AI investment cycle, supported by accelerating adoption, rising hyperscale capital...
Visa’s (V) Asset-Light Cash Flow Supports Upside Re-Rating (opens the original)
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PM Capital, an investment management company, released its Q2 2026 investor letter for its “Global Opportunities Fund.” The letter can be downloaded here. Three themes shaped markets in the June quarter: inflation, artificial intelligence (AI), and government policy. Persistent inflation shifted sentiment, as investors increasingly recognized central banks’ difficulty in meeting targets. The AI infrastructure boom lifted growth expectations and investment, echoing the late-1990s TMT...
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