The London Company, an investment management company, released “The London Company Large Cap Strategy” first quarter 2024 investor letter. A copy of the same can be downloaded here. During 1Q, U.S. stocks made significant gains due to steady economic growth, decreasing inflation, and a slightly weaker labor market, increasing the likelihood of a soft landing. […]
Vulcan's (VMC) first-quarter results reflect lower volumes due to unfavorable weather conditions.
Gibraltar's (ROCK) first-quarter 2024 results reflect revenue growth in the Residential, Agtech and Infrastructure segments, which balanced out an expected slower start in the Renewables segment.