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4 articles
The Motley FoolThe Motley Fool··Jonathan Ponciano

Aperture's $20M IoT Bet Sours as Impinj Shares Crater on Weak Guidance

Aperture 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 FoolThe Motley Fool··Jonathan Ponciano

Ophir 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 FoolThe Motley Fool··Jonathan Ponciano

Fund Adds $4.6M CoreCivic Position Despite Year-Long Stock Decline

Hahn 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 FoolThe Motley Fool··Jonathan Ponciano

Great Point Partners Doubles Down on Apogee Therapeutics With $28M Position

Great 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