Here's Headwaters Capital Management's Thesis on its New Buy PDF Solutions (PDFS)

By Yahoo! Finance | Jul 13, 2024 at 08:38 AM EST

Headwaters Capital Management's Q2 2024 investor letter showed a +1.3% return, focusing on companies with competitive advantages. PDF Solutions, Inc. was highlighted, offering software products, with its stock showing growth potential. The letter also emphasized AI stocks for higher returns.

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