Liontree Weekly Update
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Liontree Weekly Update
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20252024

This was a TGIF week for sure. A whopping 85 companies in our LionTree Universe reported, which unearthed an almost never-ending stream of key developments and updates across numerous sub-sectors within the sector.

It was an incredible earnings storm this week, and back-end loaded at that! Big Tech was well represented and positive commentary on underlying trends and strong AI demand helped to drive a rally in the major indices this week (S&P +2.9% and Nasdaq +3.4%), along with...

This week whizzed by as earnings gathered steam and it was a BIG week for the connectivity sector with Verizon, AT&T, T-Mobile, Comcast and Charter all reporting. One of the consistent messages out of a critical mass was that consumers will be the ones baring the costs of higher....