Diamond Hill Capital, an investment management company, released its “Large Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here. After a significant decline in ...

We came across a bullish thesis on Ferguson Enterprises Inc. on Quality Value Investing’s Substack by David J. Waldron. In this article, we will summarize the bulls’ thesis on FERG. Ferguson ...

Ferguson is reiterated as a buy, driven by pricing power, non-residential momentum, and signs of residential recovery. FERG's 4Q25 saw net sales up 6.9% y/y, with non-residential revenue surging 15% ...

Upgrading Ferguson to buy: 3Q25 results show strong growth, margin expansion, and stabilization in residential, shifting my stance from hold to bullish. Pricing headwinds are easing, with flat y/y ...