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Here's Why Verisk Analytics (VRSK) Lagged in Q4

Baron Funds, an investment management company, released its “Baron Asset Fund” fourth quarter 2023 investor letter. A copy of the same can be downloaded here. Declining interest rates and investors’ increasing confidence that there won’t be a hard-landing economic recession were both influenced by moderating inflation and improving labor market conditions. This bullish outlook fueled investor […] ....

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Do You Think TransUnion's (TRU) Earnings Growth Will Pick Up?

Baron Funds, an investment management company, released its “Baron Asset Fund” fourth quarter 2023 investor letter. A copy of the same can be downloaded here. Declining interest rates and investors’ increasing confidence that there won’t be a hard-landing economic recession were both influenced by moderating inflation and improving labor market conditions. This bullish outlook fueled investor […] ....

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Gartner (IT) Rose on Excellent Quarterly Results

Baron Funds, an investment management company, released its “Baron Asset Fund” fourth quarter 2023 investor letter. A copy of the same can be downloaded here. Declining interest rates and investors’ increasing confidence that there won’t be a hard-landing economic recession were both influenced by moderating inflation and improving labor market conditions. This bullish outlook fueled investor […] ....

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Arch Capital Group Ltd. (ACGL) Cooled Down After Solid Performance

Baron Funds, an investment management company, released its “Baron Asset Fund” fourth quarter 2023 investor letter. A copy of the same can be downloaded here. ....

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Will Fair Isaac Corporation (FICO) Continue to Produce Consistent Profits?

Baron Funds, an investment management company, released its “Baron Asset Fund” fourth quarter 2023 investor letter. A copy of the same can be downloaded here. Declining interest rates and investors’ increasing confidence that there won’t be a hard-landing economic recession were both influenced by moderating inflation and improving labor market conditions. This bullish outlook fueled investor […] ....

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