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Greenhaven Road Capital 1Q18 Commentary – NEW INVESTMENT – ASHFORD INC.

Greenhaven Road Capital commentary for the first quarter ended March 31, 2018. Q1 hedge fund letters, conference, scoops etc Dear Fellow Investors, We invest with a multi-year time horizon. There .....»»

Category: blogSource: valuewalkMay 1st, 2018

Small Energy Focused Hedge Fund Up 100% In H1 On Oil Surge

Open Square Capital commentary for the second quarter ended June 30, 2018. Q2 hedge fund letters, conference, scoops etc Dear Limited Partners, Weightless. That’s what the world’s feeling right now. A moment in time when.....»»

Category: blogSource: valuewalkJul 6th, 2018

Hayden Capital 1Q21 Commentary: Sold Amazon

Hayden Capital Management commentary for the first quarter ended March 2021. Q1 2021 hedge fund letters, conferences and more Dear Partners and Friends, Hayden C.....»»

Category: blogSource: valuewalkMay 17th, 2021

Greenhaven 1Q21 – Twitter: The Crowd Has This One Right

Greenhaven Road Capital commentary for the first quarter ended March 2021, discussing their new investment in Twitter Inc (NYSE:TWTR). Q1 2021 hedge fund letters, conferences an.....»»

Category: blogSource: valuewalkMay 3rd, 2021

Ethereum Passes $3k; New All-Time High Of $3.3k

In the wake of Ethereum passing $3000, now at $3300, its new All-Time High, Bitbull Capital share their thoughts. Q1 2021 hedge fund letters, conferences and more Ethereum Price Hits $3300 “Ethereum has outperformed .....»»

Category: blogSource: valuewalkMay 3rd, 2021

Arquitos Capital Management 1Q21 Commentary

Arquitos Capital Management commentary for the first quarter ended March 31, 2021. Q1 2021 hedge fund letters, conferen.....»»

Category: blogSource: valuewalkApr 22nd, 2021

Apis Capital Flagship Fund 1Q21 Commentary

Apis Capital Flagship Fund commentary for the first quarter ended March 31, 2021. Q1 2021 hedge fund letters, conferences and more Dear Partners, Our Flagship Fund.....»»

Category: blogSource: valuewalkApr 15th, 2021

Akre Capital Management"s Akre Focus Fund 1st-Quarter Commentary

Discussion of markets and holdingsCheck out Chuck Akre Stock Picks » Download GuruFolio Report of Chuck Akre (Updated on 04/13/2021)Related Stocks: KMX, KKR, AMT, ORLY, CSGP, VRSK, ROP, V, ALRM,.....»»

Category: personnelSource: nytApr 14th, 2021

ARKK is today’s equivalent of the Internet bubble funds of 1999-2000: Shortseller

Stanphyl Capital’s commentary for the month of March 2021, discussing selling their long position in NASDAQ:EVOL long position. Q4 2020 hedge fund letters, conferences and.....»»

Category: blogSource: valuewalkApr 5th, 2021

Starvine Capital 2H20 Commentary: Shiller PE Ratio Looks a Little Scary

Starvine Capital Corporation commentary for the second half ended December 2020, discussing the thoughts of Mr. Market and revisiting the Shiller PE Ratio. Q4 2020 hedge fund letters, conferences and more Overview What is Mr. M.....»»

Category: blogSource: valuewalkFeb 4th, 2021

Hayden Capital 1Q20 Commentary: Long Carvana

Hayden Capital commentary for the first quarter ended March 31, 2020, discussing Carvana Co (NYSE:CVNA) partner inventory listing. Q1 2020 hedge fund letters, conferences and... The po.....»»

Category: blogSource: valuewalkMay 9th, 2020

A new bailout fund for retailers — this time from a big landlord

Brookfield Asset Management, the Canadian investment group that is one of the largest operators of US shopping malls, is launching a $5 billion rescue fund for retailers that need extra capital to weather the coronavirus pandemic......»»

Category: topSource: bizjournalsMay 8th, 2020

Baron Asset Fund’s Opinion on Arch Capital Group (ACGL) Stock

Baron Asset Fund recently published its first-quarter commentary – a copy of which can be downloaded here. During the first quarter of 202.....»»

Category: topSource: insidermonkeyMay 6th, 2020

Here’s Why Ensemble Capital Likes Charles Schwab (SCHW) Stock

Ensemble Capital, an independently-owned investment firm, recently published its first-quarter Ensemble Fund commentary – a copy of which c.....»»

Category: topSource: insidermonkeyMay 5th, 2020

Here’s Why Ensemble Capital Likes Fastenal (FAST) Stock

Ensemble Capital, an independently-owned investment firm, recently published its first-quarter Ensemble Fund commentary – a copy of which c.....»»

Category: topSource: insidermonkeyMay 5th, 2020

Here’s Why Ensemble Capital Likes Chipotle Mexican Grill (CMG) Stock

Ensemble Capital, an independently-owned investment firm, recently published its first-quarter Ensemble Fund commentary – a copy of which c.....»»

Category: topSource: insidermonkeyMay 5th, 2020

Here’s Why Ensemble Capital Loves Intuitive Surgical (ISRG) Stock

Ensemble Capital, an independently-owned investment firm, recently published its first-quarter Ensemble Fund commentary – a copy of which c.....»»

Category: topSource: insidermonkeyMay 5th, 2020

Here’s Why Ensemble Capital Likes Blackline (BL) Stock

Ensemble Capital, an independently-owned investment firm, recently published its first-quarter Ensemble Fund commentary – a copy of which c.....»»

Category: topSource: insidermonkeyMay 5th, 2020

Here’s Why Ensemble Capital Likes Home Depot (HD) Stock

Ensemble Capital, an independently-owned investment firm, recently published its first-quarter Ensemble Fund commentary – a copy of which c.....»»

Category: topSource: insidermonkeyMay 5th, 2020

Ensemble Capital’s Opinion on Netflix (NFLX) Stock

Ensemble Capital, an independently-owned investment firm, recently published its first-quarter Ensemble Fund commentary – a copy of which .....»»

Category: topSource: insidermonkeyMay 5th, 2020