Baron International Growth Fund gained 6.04% during the quarter, slightly underperforming its benchmark, the MSCI ACWI ex USA Index. Lynas Rare Earths' shares nearly doubled during the quarter as geopolitical and trade tensions underscored the strategic importance of supply sources outside China. Constellation Software, a holding company that owns and operates a large portfolio of vertical-mark...
During the third quarter of 2025, the U.S. Small Cap Growth Composite Portfolio returned 21.4% gross and 21.1% net of fees. Bloom Energy is a provider of solid oxide fuel cells that play a critical role in delivering clean, reliable, 'always on' power at scale. Oddity Tech is a digital beauty and wellness platform that uses AI and data science to develop and recommend personalized products base...
NEW YORK, Oct. 22, 2025 (GLOBE NEWSWIRE) -- ODDITY Tech Ltd. (“ODDITY”) (NASDAQ: ODD), today announced that it will release its third quarter 2025 financial results after the market close on Wednesday, November 19, 2025, to be followed by a conference call on Thursday, November 20, 2025, at 8:30 a.m. Eastern Time.
Oddity Tech earns a buy rating, driven by its proprietary technology platform, deep first-party data moat, and proven DTC brand-building engine. ODD's AI-powered product matching and data flywheel drive customer loyalty, lower returns, and superior unit economics, setting it apart from legacy beauty players. Key growth catalysts include the FY25 launch of Brand 3 targeting medical-grade dermato...
Oddity Tech Ltd. is a digital beauty platform leveraging AI-powered personalization, direct-to-consumer sales, and strong brand-building to drive high growth and profitability. ODD stock trades at premium tech-like multiples (~35x earnings), reflecting its superior margins, rapid revenue growth, and differentiated business model versus traditional beauty peers. Key catalysts include new brand l...
Oddity Tech is my highest-conviction idea, boasting a 100% DTC model, superior data, and industry-leading margins. Despite a recent selloff, Oddity's fundamentals are strong, with raised guidance, robust international growth, and repeat rates over 100%. Valuation is compelling: Oddity trades at just 13.8x NTM EV/EBITDA, with my DCF suggesting nearly 40% upside to $81/share.
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