Here is how Churchill Downs (CHDN) and Cinemark Holdings (CNK) have performed compared to their sector so far this year.
The London Company, an investment management company, released “The London Company SMID Cap Strategy” first quarter 2024 investor letter. A copy of the letter can be downloaded here. US markets posted solid returns in Q1. The portfolio gained 9.4% (9.2% net) during the quarter compared to 6.9% returns for the Russell 2500 Index. Both stock selection […]
Churchill Downs, Light & Wonder and Accel Entertainment have been highlighted in this Industry Outlook article.