The Motley Fool·Apr 22·Jonathan PoncianoFund Bets $3.5M on Beaten-Down Cabot Despite Revenue Headwinds1492 Capital initiates $3.49M position in $CBT as fund sees reset expectations and limited downside despite declining Q1 earnings. CBTcash flowfund investment
The Motley Fool·Mar 12·Jonathan PoncianoAperture's $20M IoT Bet Sours as Impinj Shares Crater on Weak GuidanceAperture Investors' $20M Impinj position has lost roughly half its value after the IoT chipmaker issued disappointing Q1 guidance, triggering a 25% single-day selloff. BROSCAVAPIstock declinefund investment
The Motley Fool·Mar 5·Jonathan PoncianoOphir Asset Management Bets $39M on The Andersons as Stock Soars 50%+Ophir Asset Management deployed $38.75M into The Andersons ($ANDE), which surged 50%+ annually on record earnings and strong ethanol demand, vastly outperforming the S&P 500. ANDEfund investmentagricultural sector
The Motley Fool·Feb 26·Jonathan PoncianoFund Adds $4.6M CoreCivic Position Despite Year-Long Stock DeclineHahn Capital Management buys $4.6M CoreCivic stake despite year-long stock decline, betting on company's strong revenue growth and improved occupancy metrics. CXWearnings guidancerevenue growth
The Motley Fool·Feb 25·Jonathan PoncianoGreat Point Partners Doubles Down on Apogee Therapeutics With $28M PositionGreat Point Partners expands Apogee Therapeutics stake to $28.23M, now its largest holding. Stock doubled in value; Phase 2 atopic dermatitis data expected mid-2026. APGEbiotechclinical trials