Wedgewood Partners 2Q17 Letter – Market, Amazon, Oil, The Fab Five, & Celgene

Wedgewood Partners 2Q17 Letter, July 2017 Review and Outlook -0.08% net of fees during 2Q17, compared to 4.7% in Russell 1000 Growth Index and 3.1% in S&P 500 Index Year to date gain of 5.9%, compared to 14% and 9.3% in Russell 1000 Growth and S&P 500, respectively Increased positions in Tractor Supply, Fastenal, and […]

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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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