Wedgewood Partners 3Q17 – The Bull Market in Everything; GOOGL, FAST, QCOM, PYPL, TSCO

Wedgewood Partners 3Q17 Letter: The Bull Market in Everything, October 2017 Review and Outlook Gained 4.8% during 3Q17 vs. Russell 1000 Growth Index of 5.9% and S&P 500 of 4.5% Significant driver of market’s advance has come from the remarkable run of technology companies, with Russell 1000 Growth averaging a roughly 37% weighting in Information […]

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Wedgewood Partners 1Q17 Letter – Review/Outlook, AAPL, V, CLB, EW, ESRX, LKQ, MJN, PCLN, QCOM, SLB, TSCO

Wedgewood Partners 1Q17 Letter: Happy 8th Anniversary Mr. Market, April 2017 Review and Outlook Gained 6.0% during 1Q17 compared to Russell 1000 Growth Index of 8.9%; S&P 500 gained 6.1% during the quarter Top first quarter performance contributors included Priceline, Apple, Mead Johnson, TreeHouse Foods, and Visa Top first quarter detractors included Schlumberger, Qualcomm, Berkshire […]

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