manoonpan phantong/iStock via Getty Images Thesis I’ll be frank, when I decided to cover Ooma, Inc. ( OOMA ) in December, a small-cap cloud communications provider, I was skeptical. At first glance, the idea of its services, basically a company that helps people and businesses make phone calls using the internet instead of traditional phone lines, seemed a bit antiquated to me. Maybe too simple. S...
manoonpan phantong/iStock via Getty Images Thesis I’ll be frank, when I decided to cover Ooma, Inc. ( OOMA ) in December, a small-cap cloud communications provider, I was skeptical. At first glance, the idea of its services, basically a company that helps people and businesses make phone calls using the internet instead of traditional phone lines, seemed a bit antiquated to me. Maybe too simple. Still, keeping an open mind, if the company’s service can hit both the residential and business markets, "simple" can be great. Even better: profitable. Keeping an open mind, I ended up giving it a Buy rating and taking a small position (something I do when I publish a buy rating here, by the way), noting : … I think OOMA’s discounted valuation and solid projected EPS growth make it look attractive, even after accounting for the familiar 'execution' risks tied to recent acquisitions and the intensifying competition in UCaaS. OOMA's up 26% since my "buy" rating (Seeking Alpha) And I’m glad I did. After percolating for a couple of months, shares finally came to life. Now, after going over the latest earnings , I'm maintaining a bullish stance as the company continues to show improving fundamentals and steady execution on its growth strategy. My Take on Ooma, Inc’s Q4 FY2026 Results Seeking Alpha Q4 FY2026 Revenue: $74.6M (+15% YoY) Revenue from Acquisitions (Q4): $6.1M FY2026 Total Revenue: $273.6M (+7% YoY) Overall, I think the company performed well during the quarter. Revenue grew faster than before, driven mostly by recent acquisitions and particularly strong results from the AirDial segment. Management said the two smaller acquisitions, FluentStream and Phone.com , started generating meaningful revenue right away. These deals also shifted more of the company’s business toward higher-margin business subscription services, expanded its sales channels, and added another brand focused on small businesses. The company’s existing business (organic growth) also performed fairly ...
Jensen Investment Management, an asset management company based in the US, released its fourth-quarter investor letter for “Jensen Quality Growth Equity Strategy”. A copy of the letter can be downloaded here. The S&P 500 Index continued its rally in Q4 2025, which started in 2022. The Jensen Quality Growth Equity Composite underperformed the Index in the fourth quarter. The Strategy returned -0.55...
Jensen Investment Management, an asset management company based in the US, released its fourth-quarter investor letter for “Jensen Quality Growth Equity Strategy”. A copy of the letter can be downloaded here. The S&P 500 Index continued its rally in Q4 2025, which started in 2022. The Jensen Quality Growth Equity Composite underperformed the Index in the fourth quarter. The Strategy returned -0.55% (net) in Q4 2025 Vs 2.66% for the Index. At the sector level, the portfolio’s relative underperformance was largely contributed to by the Industrials sector. The outperformance of low-quality stocks added to the relative underperformance from a quality perspective. Market concentration in mega-cap technology characterizes the current investment theme. The portfolio is well-positioned to capitalize on growth from AI and digital transformation, while maintaining its durability. The firm prioritizes holding companies that can generate economic value over multiple cycles, focusing on quality, cash generation, and durability for long-term shareholder returns. Please review the Portfolio’s top five holdings to gain insights into their key selections for 2025. In its fourth-quarter 2025 investor letter, Jensen Quality Growth Equity Strategy highlighted stocks like Amazon.com, Inc. (NASDAQ:AMZN). Amazon.com, Inc. (NASDAQ:AMZN) is a multinational technology and retail company known for its leading online marketplace and cloud platform. On March 05, 2026, Amazon.com, Inc. (NASDAQ:AMZN) stock closed at $218.94 per share. One-month return of Amazon.com, Inc. (NASDAQ:AMZN) was 5.28%, and its shares gained 9.88% of their value over the last 52 weeks. Amazon.com, Inc. (NASDAQ:AMZN) has a market capitalization of $2.35 trillion. Jensen Quality Growth Equity Strategy stated the following regarding Amazon.com, Inc. (NASDAQ:AMZN) in its fourth quarter 2025 investor letter:
Jensen Investment Management, an asset management company based in the US, released its fourth-quarter investor letter for “Jensen Quality Growth Equity Strategy”. A copy of the letter can be downloaded here. The S&P 500 Index continued its rally in Q4 2025, which started in 2022. The Jensen Quality Growth Equity Composite underperformed the Index in the fourth quarter. The Strategy returned -0.55...
Jensen Investment Management, an asset management company based in the US, released its fourth-quarter investor letter for “Jensen Quality Growth Equity Strategy”. A copy of the letter can be downloaded here. The S&P 500 Index continued its rally in Q4 2025, which started in 2022. The Jensen Quality Growth Equity Composite underperformed the Index in the fourth quarter. The Strategy returned -0.55% (net) in Q4 2025 Vs 2.66% for the Index. At the sector level, the portfolio’s relative underperformance was largely contributed to by the Industrials sector. The outperformance of low-quality stocks added to the relative underperformance from a quality perspective. Market concentration in mega-cap technology characterizes the current investment theme. The portfolio is well-positioned to capitalize on growth from AI and digital transformation, while maintaining its durability. The firm prioritizes holding companies that can generate economic value over multiple cycles, focusing on quality, cash generation, and durability for long-term shareholder returns. Please review the Portfolio’s top five holdings to gain insights into their key selections for 2025. In its fourth-quarter 2025 investor letter, Jensen Quality Growth Equity Strategy highlighted stocks like Amazon.com, Inc. (NASDAQ:AMZN). Amazon.com, Inc. (NASDAQ:AMZN) is a multinational technology and retail company known for its leading online marketplace and cloud platform. On March 05, 2026, Amazon.com, Inc. (NASDAQ:AMZN) stock closed at $218.94 per share. One-month return of Amazon.com, Inc. (NASDAQ:AMZN) was 5.28%, and its shares gained 9.88% of their value over the last 52 weeks. Amazon.com, Inc. (NASDAQ:AMZN) has a market capitalization of $2.35 trillion. Jensen Quality Growth Equity Strategy stated the following regarding Amazon.com, Inc. (NASDAQ:AMZN) in its fourth quarter 2025 investor letter:
Jensen Investment Management, an asset management company based in the US, released its fourth-quarter investor letter for “Jensen Quality Growth Equity Strategy”. A copy of the letter can be downloaded here. The S&P 500 Index continued its rally in Q4 2025, which started in 2022. The Jensen Quality Growth Equity Composite underperformed the Index in the fourth quarter. The Strategy returned -0.55...
Jensen Investment Management, an asset management company based in the US, released its fourth-quarter investor letter for “Jensen Quality Growth Equity Strategy”. A copy of the letter can be downloaded here. The S&P 500 Index continued its rally in Q4 2025, which started in 2022. The Jensen Quality Growth Equity Composite underperformed the Index in the fourth quarter. The Strategy returned -0.55% (net) in Q4 2025 Vs 2.66% for the Index. At the sector level, the portfolio’s relative underperformance was largely contributed to by the Industrials sector. The outperformance of low-quality stocks added to the relative underperformance from a quality perspective. Market concentration in mega-cap technology characterizes the current investment theme. The portfolio is well-positioned to capitalize on growth from AI and digital transformation, while maintaining its durability. The firm prioritizes holding companies that can generate economic value over multiple cycles, focusing on quality, cash generation, and durability for long-term shareholder returns. Please review the Portfolio’s top five holdings to gain insights into their key selections for 2025. In its fourth-quarter 2025 investor letter, Jensen Quality Growth Equity Strategy highlighted stocks like Amazon.com, Inc. (NASDAQ:AMZN). Amazon.com, Inc. (NASDAQ:AMZN) is a multinational technology and retail company known for its leading online marketplace and cloud platform. On March 05, 2026, Amazon.com, Inc. (NASDAQ:AMZN) stock closed at $218.94 per share. One-month return of Amazon.com, Inc. (NASDAQ:AMZN) was 5.28%, and its shares gained 9.88% of their value over the last 52 weeks. Amazon.com, Inc. (NASDAQ:AMZN) has a market capitalization of $2.35 trillion. Jensen Quality Growth Equity Strategy stated the following regarding Amazon.com, Inc. (NASDAQ:AMZN) in its fourth quarter 2025 investor letter:
Welcome to the Brussels Edition. I’m Suzanne Lynch, Bloomberg’s Brussels bureau chief, bringing you the latest from the EU each weekday. Make sure you’re signed up . Europe is not planning to step in and intervene in energy markets at this juncture. That’s the message from EU Energy Commissioner Dan Jorgensen in an interview with Bloomberg today, echoing the views of the EU’s executive body since ...
Welcome to the Brussels Edition. I’m Suzanne Lynch, Bloomberg’s Brussels bureau chief, bringing you the latest from the EU each weekday. Make sure you’re signed up . Europe is not planning to step in and intervene in energy markets at this juncture. That’s the message from EU Energy Commissioner Dan Jorgensen in an interview with Bloomberg today, echoing the views of the EU’s executive body since the outbreak of war in the Middle East last weekend. “We are not close to the level of crisis that we had in 2022,” Jorgensen said, referring to the turmoil that hit Europe in the wake of Russia’s full-scale invasion of Ukraine. Even if the EU is impacted by volatility on global markets, diversification “puts us in better place” he added, noting that the bloc is mostly dependent on Norway and the US, rather than the Gulf for energy imports. The EU’s energy chief was speaking following a meeting on energy prices, which was convened earlier today by European Commission President Ursula von der Leyen. As Bloomberg previously reported, the EU’s executive arm told a specially-convened Energy Union Task Force yesterday that there was no justification to release strategic oil stocks, noting that member states hold reserves covering 90 days of consumption. Despite the call for calm, the possibility of spiking energy costs are spooking consumers and businesses across the bloc. The price of Brent crude jumped today as Qatar signaled it would not resume production unless there is a complete cessation of hostilities. Shipping giants such as Maersk are suspending container services as the impact of the war jolts the global trading system. Even before the outbreak of war in Iran, Europe’s high cost of energy had forced itself up the political agenda. Seen as one of the main drags on competitiveness, the issue is set to be discussed at this month’s EU leaders’ summit. Von der Leyen and European Council President Antonio Costa will hold a video call with Gulf leaders on Monday. Jorgensen a...
Central Puerto ( CEPU ): Q4 GAAP EPS of $0.00. Revenue of $172.8M (+3.0% Y/Y). 4Q25 Adjusted EBITDA was US$ 84.7 MM, 16 % below the US$ 101.1MM Adjusted EBITDA in 3Q25 . Total generation volumes in 4Q25 were 3,957 GWh, representing a 13% de crease compared to 3Q25 (4, 539 GWh) and a 27 % decline versus 4Q24 ( 5,416 GWh). More on Central Puerto Seeking Alpha’s Quant Rating on Central Puerto Histori...
Central Puerto ( CEPU ): Q4 GAAP EPS of $0.00. Revenue of $172.8M (+3.0% Y/Y). 4Q25 Adjusted EBITDA was US$ 84.7 MM, 16 % below the US$ 101.1MM Adjusted EBITDA in 3Q25 . Total generation volumes in 4Q25 were 3,957 GWh, representing a 13% de crease compared to 3Q25 (4, 539 GWh) and a 27 % decline versus 4Q24 ( 5,416 GWh). More on Central Puerto Seeking Alpha’s Quant Rating on Central Puerto Historical earnings data for Central Puerto Financial information for Central Puerto
When it comes to dividend stocks, it’s often the best policy to just buy them and forget about them. It’s amazing how successful a set-it-and-forget-it strategy can be, especially if your broker allows you to automatically reinvest your dividend distributions. If you choose the right dividend-yielding stocks and leave them alone for years, you could ... Set It and Forget It: The Dividend Stocks Wo...
When it comes to dividend stocks, it’s often the best policy to just buy them and forget about them. It’s amazing how successful a set-it-and-forget-it strategy can be, especially if your broker allows you to automatically reinvest your dividend distributions. If you choose the right dividend-yielding stocks and leave them alone for years, you could ... Set It and Forget It: The Dividend Stocks Worth Holding for the Rest of Your Life