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

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

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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