Eric Trie

Eric Trie

CMFIdeaMachine

Eric Trie is a Motley Fool contributing stock analyst covering technology and semiconductors, healthcare, financial services, and consumer sectors. Previously, he worked in investment analysis and financial writing. He holds a B.A. in Philosophy from Rutgers University. Eric lives in New York City and is an avid sports fan.

Dec 4, 2025 by Eric Trie

Eminence Fully Exits Installed Building Products After a Year of Outperformance

Eminence Capital just sold its entire Installed Building Products stake after a year of outperformance, and that kind of exit into strength forces investors to ask whether a well-run consolidator has simply finished serving a hedge fund’s timeline or still has room to compound for longer-term investors.

Recent Articles by Eric Trie

Eminence Fully Exits Installed Building Products After a Year of Outperformance

Advent International Makes NIQ Its Top Holding in a $2.35 Billion Bet

ArrowMark Slashes Alight Position Amid Growing Questions About Its Recurring-Revenue Strategy

Molina Healthcare Draws a Major Bet From Cobalt Capital After a Sharp Pullback

The Remitly Reassessment: What Divisadero’s 95 Million Exit Tells Us About Digital Money Movement

A $68 Million Signal: What General Atlantic Sees in Pharvaris Right Now

Inside the Digital Nerve System of Modern Utilities and the $100 Million Bet on Itron

When Automation Becomes Infrastructure: Why Institutional Capital Is Moving Toward UiPath

From Marcellus Rock to Global Markets: How Range Resources Sits in the Middle of the Gas Boom Ahead

Oscar Health’s Transition Continues Following a Stake Reduction by Glynn Capital

The Transit OS: Why Koch Is Betting on Via’s Rewrite of Public Mobility

Black Creek’s Stake Reduction and the Larger Transition Unfolding Inside NICE’s Cloud and AI Platform

Gold Across Borders: Where SSR Mining Stands in Today’s Commodity Cycle

Inside America’s Shadow Infrastructure: Why GEO’s Contract Engine Is Drawing Institutional Interest

Vanguard Information Technology ETF and iShares US Technology ETF: Two Visions of Tech Investing

Vanguard VGIT vs iShares IEI: Understanding the Stability Behind Each Strategy

From Search Engine to AI Engine: Baidu’s Rise at the Center of China’s AI Future

How Vanguard Information Technology ETF and Fidelity MSCI Information Technology ETF Navigate the Tech Sector in Different Ways

Two Paths to the Total US Market: Vanguard’s Total Stock Market ETF vs. iShares’ Core S&P Total US Stock Market ETF

Vanguard S&P 500 ETF vs. Invesco QQQ Trust: What Really Separates These Two Market Leaders

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