Valley Forge Capital Management 13F holdings ; ASML. ASML HOLDING NV-NY REG SHS. 2.33% ; AZPN. ASPEN TECHNOLOGY INC. 1.57% ; FICO. FAIR ISAAC CORP. 34.93% ; INTU.

2 мая 2024 г. · Dev Kantesaria of Valley Forge Capital Management seeks companies with pricing power and operating leverage. Why Fair Isaac, ASML also fit the ...

6 дней назад · Kantesaria runs a highly selective fund with few transactions. He doubled his position in ASML during the quarter. Photo by FinChat on November ...

1 день назад · We think it's preferable to own businesses that can significantly benefit from AI without this risk, which is what led us to ASML. The company's ...

19 окт. 2024 г. · Below - Sept 2024 $ASML pitch from Dev Kantesaria of Valley Forge. What in the pitch is wrong and/or changed with the latest earnings ...

In the recent quarter Dev Kantesaria has purchased 3 securities: (ASML) ASML HOLDING NV-NY REG SHS (added shares +99.72%), (MCO) MOODY'S CORP (added shares + ...

Продолжительность: 14:31
Опубликовано: 1 нояб. 2024 г. Не найдено: asml | Нужно включить: asml

4 окт. 2024 г. · Since 2007, the fund has returned 15% per year versus 10.2% for the S&P500. Today, we're diving deep into Dev's process to uncover the secrets to his success.

30 сент. 2024 г. · Dev Kantesaria of Valley Forge Capital Management describes what he considers the key characteristics of compounders, why he currently holds only eight stocks.

Heatmaps of the top 13f holdings and a list of the largest trades made by Valley Forge Capital Management, the hedge fund managed by Dev Kantesaria.