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Riverwater’s Q2 Letter Shows Positive Return but Trails Russell Microcap

The update tests whether a disciplined, profit-focused microcap strategy can withstand an AI-fueled speculative rally and persistent supply shocks.

Diamond Hill’s Q1 Letter Details New Bet on Equitable and Flags AIG Pullback

Diamond Hill Exits International Paper and Flags Abbott Weakness in Q1 Letter

Axon Shares Bounce After 52-Week Low as Goldman Cuts Target