Latest news with #BrasadaCapitalManagement
Yahoo
2 days ago
- Business
- Yahoo
What Makes Uber Technologies (UBER) a Great Business to Invest in?
Brasada Capital Management, an investment management company, released its Q2 2025 investor letter. A copy of the letter can be downloaded here. This year's financial markets have been highly volatile, with the S&P 500 experiencing a 6.20% year-to-date performance despite a dramatic 22% drop following "Liberation Day" on April 2nd. This turbulence impacted nearly all asset classes, including bonds and the U.S. dollar. In addition, you can check the fund's top 5 holdings to know its best picks in 2025. In its second quarter 2025 investor letter, Brasada Capital Management highlighted stocks such as Uber Technologies, Inc. (NYSE:UBER). Uber Technologies, Inc. (NYSE:UBER) develops and operates proprietary technology applications that operate through Mobility, Delivery, and Freight segments. The one-month return of Uber Technologies, Inc. (NYSE:UBER) was 12.07%, and its shares gained 31.95% of their value over the last 52 weeks. On July 11, 2025, Uber Technologies, Inc. (NYSE:UBER) stock closed at $95.39 per share, with a market capitalization of $199.48 billion. Brasada Capital Management stated the following regarding Uber Technologies, Inc. (NYSE:UBER) in its second quarter 2025 investor letter: "The best way to demonstrate this is with examples. We want to highlight two recent purchases where we think great businesses were undeservingly sold off by the market due to short-term fears. The first is West Pharmaceutical Services (Ticker: WST), which we purchased through our Friedberg Focused Equity and GCI Select Equity strategies. The second is Uber Technologies, Inc. (NYSE:UBER), which we purchased through our Brasada Equity and GCI Select Equity strategies. A close up view of a hand holding a smartphone, using a ride sharing app. Uber Technologies, Inc. (NYSE:UBER) is in 10th position on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 145 hedge fund portfolios held Uber Technologies, Inc. (NYSE:UBER) at the end of the first quarter, which was 166 in the previous quarter. While we acknowledge the potential of UBER as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Uber Technologies, Inc. (NYSE:UBER) and shared the list of stocks on Jim Cramer's radar. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
2 days ago
- Business
- Yahoo
Is West Pharmaceutical Services (WST) a Great Business Unfairly Sold Off by the Market?
Brasada Capital Management, an investment management company, released its Q2 2025 investor letter. A copy of the letter can be downloaded here. This year's financial markets have been highly volatile, with the S&P 500 experiencing a 6.20% year-to-date performance despite a dramatic 22% drop following "Liberation Day" on April 2nd. This turbulence impacted nearly all asset classes, including bonds and the U.S. dollar. In addition, you can check the fund's top 5 holdings to know its best picks in 2025. In its second quarter 2025 investor letter, Brasada Capital Management highlighted stocks such as West Pharmaceutical Services, Inc. (NYSE:WST). West Pharmaceutical Services, Inc. (NYSE:WST) designs, manufactures, and sells containment and delivery systems for injectable drugs and healthcare products. The one-month return of West Pharmaceutical Services, Inc. (NYSE:WST) was 1.28%, and its shares lost 29.03% of their value over the last 52 weeks. On July 11, 2025, West Pharmaceutical Services, Inc. (NYSE:WST) stock closed at $227.18 per share with a market capitalization of $16.322 billion. Brasada Capital Management stated the following regarding West Pharmaceutical Services, Inc. (NYSE:WST) in its second quarter 2025 investor letter: "The best way to demonstrate this is with examples. We want to highlight two recent purchases where we think great businesses were undeservingly sold off by the market due to short-term fears. The first is West Pharmaceutical Services, Inc. (NYSE:WST), which we purchased through our Friedberg Focused Equity and GCI Select Equity strategies. The second is Uber Technologies (Ticker: UBER), which we purchased through our Brasada Equity and GCI Select Equity strategies. A closeup of multiple drug containment systems in an array of colors. West Pharmaceutical Services, Inc. (NYSE:WST) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 40 hedge fund portfolios held West Pharmaceutical Services, Inc. (NYSE:WST) at the end of the first quarter, which was 35 in the previous quarter. While we acknowledge the potential of WST as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered West Pharmaceutical Services, Inc. (NYSE:WST) and shared Parnassus Mid Cap Growth Fund's views on the company in the previous quarter. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. This article is originally published at Insider Monkey.
