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2025 Q2 Letter
Review of quarterly results, contributors and detractors, portfolio overview, and personal reflection
Jul 5
•
Federico Torre
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2025 Q2 Letter
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June 2025
Market, Earnings, & Allison Transmission (ALSN) - June 21, 2025
Market commentary, portfolio company earnings results, and a deeper look into Allison Transmission Holdings (ALSN)
Jun 21
•
Federico Torre
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Market, Earnings, & Allison Transmission (ALSN) - June 21, 2025
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Market, Earnings, & Veeva (VEEV) - June 7, 2025
Market commentary, portfolio company earnings results, and a deeper look into Veeva (VEEV)
Jun 7
•
Federico Torre
1
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Market, Earnings, & Veeva (VEEV) - June 7, 2025
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May 2025
Market, Earnings, & Intuit (INTU) - May 24, 2025
Market commentary, portfolio company earnings results, and a deeper look into Intuit (INTU)
May 24
•
Federico Torre
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Market, Earnings, & Intuit (INTU) - May 24, 2025
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Market, Earnings, & Lennox (LII) - May 10, 2025
Market commentary, portfolio company earnings results, and a deeper look into Lennox (LII)
May 10
•
Federico Torre
2
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Market, Earnings, & Lennox (LII) - May 10, 2025
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April 2025
Market, Earnings, & MSCI (MSCI) - April 26, 2025
Market commentary, portfolio company earnings results, and a deeper look into MSCI (MSCI)
Apr 26
•
Federico Torre
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Market, Earnings, & MSCI (MSCI) - April 26, 2025
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2025 Q1 Letter
Review of quarterly results, contributors and detractors, portfolio overview, and personal reflection
Apr 12
•
Federico Torre
1
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2025 Q1 Letter
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March 2025
Market, Earnings, & Moody’s (MCO) - March 29, 2025
Market commentary, portfolio company earnings results, and a deeper look into Moody’s (MCO)
Mar 29
•
Federico Torre
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Market, Earnings, & Moody’s (MCO) - March 29, 2025
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Market, Earnings, & Veeva (VEEV) - March 15, 2025
Market commentary, portfolio company earnings results, and a deeper look into Veeva (VEEV)
Mar 15
•
Federico Torre
2
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Torre Financial Newsletter
Market, Earnings, & Veeva (VEEV) - March 15, 2025
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5
Market, Earnings, & MercadoLibre (MELI) - March 1, 2025
Market commentary, portfolio company earnings results, and a deeper look into MercadoLibre (MELI)
Mar 1
•
Federico Torre
1
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Market, Earnings, & MercadoLibre (MELI) - March 1, 2025
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February 2025
Market, Earnings, & Intercontinental Exchange (ICE) - February 15, 2025
Market commentary, portfolio company earnings results, and a deeper look into Intercontinental Exchange (ICE)
Feb 15
•
Federico Torre
2
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Market, Earnings, & Intercontinental Exchange (ICE) - February 15, 2025
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Market, Earnings, & Visa (V) - February 1, 2025
Market commentary, portfolio company earnings results, and a deeper look into Visa (V)
Feb 1
•
Federico Torre
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Market, Earnings, & Visa (V) - February 1, 2025
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