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Total return, dividends included.
On August 6, Consensus Cloud Solutions (NASDAQ:CCSI) reported second-quarter results that read as two different companies stapled together. Revenue climbed 4.1% to $91.4 million, net income jumped 31.7% to $27.4 million, and the board raised its stock buyback authorization to $200 million. Yet strip away one accounting quirk and the underlying profit engine barely moved. […]
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Summers Value Partners, a boutique investment firm, noted in its Q2 2026 investor update that The Summers Value Fund delivered strong results in the quarter, returning 41.7% net, outperforming the Russell 2000 Index ETF (IWM), which returned 21.4%, and the Russell 2000 Value Index ETF (IWN), which returned 17.1%. The letter can be downloaded here. The Fund […]
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