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MD Sass
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MD Sass Q2 Letter to Investors: TD SYNNEX (SNX) Subsidiary Hyve Solutions is an Undervalued Growth Engine
Asset manager MD Sass disclosed in its Q2 2026 letter to investors that it has initiated a position in TD SYNNEX (SNX), believing its wholly-owned subsidiary Hyve Solutions to be an underestimated gro
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MD Sass Q2 Investor Letter: Analog Devices (ADI) offers compelling entry point with AI-related revenue potentially contributing 1,000 bps growth
MD Sass Concentrated Value Strategy, a boutique asset management firm, stated in its second-quarter 2026 investor letter that it has added Analog Devices (ADI) to its portfolio. The firm believes ADI,
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MD Sass disclosed in its Q2 2026 investor letter that it has initiated a position in Flowserve (FLS), bullish on its long-term potential in the nuclear power market.
MD Sass notes that Flowserve is a major supplier of highly engineered pumps and valves for nuclear reactors. Once these critical components are installed, it is difficult to switch suppliers due to re
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MD Sass highlights Knight-Swift Transportation (KNX) in Q2 investor letter, citing its position to leverage evolving freight market
MD Sass Concentrated Value Strategy, an asset management firm, stated in its second-quarter 2026 investor letter that Knight-Swift Transportation Holdings Inc. (NYSE:KNX) is well-positioned for the ev
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MD Sass Concentrated Value Strategy exited Intercontinental Exchange (ICE) in Q2, as the investment thesis for its mortgage technology business did not meet expectations.
MD Sass stated in its Q2 2026 investor letter that the reason for liquidating Intercontinental Exchange (ICE) was that the anticipated market share growth and margin expansion from combining Black Kni
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MD Sass Q2 Letter to Investors: TD SYNNEX (SNX) Subsidiary Hyve Solutions is an Undervalued Growth Engine
Asset manager MD Sass disclosed in its Q2 2026 letter to investors that it has initiated a position in TD SYNNEX (SNX), believing its wholly-owned subsidiary Hyve Solutions to be an underestimated gro
-
MD Sass Q2 Investor Letter: Analog Devices (ADI) offers compelling entry point with AI-related revenue potentially contributing 1,000 bps growth
MD Sass Concentrated Value Strategy, a boutique asset management firm, stated in its second-quarter 2026 investor letter that it has added Analog Devices (ADI) to its portfolio. The firm believes ADI,
-
MD Sass disclosed in its Q2 2026 investor letter that it has initiated a position in Flowserve (FLS), bullish on its long-term potential in the nuclear power market.
MD Sass notes that Flowserve is a major supplier of highly engineered pumps and valves for nuclear reactors. Once these critical components are installed, it is difficult to switch suppliers due to re
-
MD Sass highlights Knight-Swift Transportation (KNX) in Q2 investor letter, citing its position to leverage evolving freight market
MD Sass Concentrated Value Strategy, an asset management firm, stated in its second-quarter 2026 investor letter that Knight-Swift Transportation Holdings Inc. (NYSE:KNX) is well-positioned for the ev
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MD Sass Concentrated Value Strategy exited Intercontinental Exchange (ICE) in Q2, as the investment thesis for its mortgage technology business did not meet expectations.
MD Sass stated in its Q2 2026 investor letter that the reason for liquidating Intercontinental Exchange (ICE) was that the anticipated market share growth and margin expansion from combining Black Kni
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MD Sass
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