Advertisements



Laughing Water Capital Q1 2018 Letter

Laughing Water Capital Q1 2018 Letter.....»»

Category: topSource: seekingalphaApr 16th, 2018

Laughing Water Capital Q2 2018 Letter

Laughing Water Capital Q2 2018 Letter.....»»

Category: topSource: seekingalphaJul 25th, 2018

Laughing Water Capital Q1 2018 Letter

Laughing Water Capital Q1 2018 Letter.....»»

Category: topSource: seekingalphaApr 16th, 2018

Laughing Water Up 8% In Q1 Goes Long Bluelinx Holdings

From Laughing Water Capital’s 2018 letter to investors Laughing Water Capital (LWC) returned +7.7% net in the 1st.....»»

Category: blogSource: valuewalkApr 16th, 2018

Upslope Capital Q4 2018 Investor Letter

Upslope Capital Q4 2018 Investor Letter.....»»

Category: topSource: seekingalphaJan 15th, 2019

Rowan Street Capital 3Q18 Letter: Exploiting the market’s fear and greed

Rowan Street Capital letter for the third quarter ended September 30, 2018. Dear Partners, Third quarter was uneventful (flat) in terms of market price movement for our fund’s portfolio. As of September 30, Rowan Street Capital .....»»

Category: blogSource: valuewalkJan 14th, 2019

RV Capital Co-Investor Letter 2018

RV Capital Co-Investor Letter 2018.....»»

Category: topSource: seekingalphaJan 14th, 2019

Curreen Capital Quarterly Letter, October - December 2018

Curreen Capital Quarterly Letter, October - December 2018.....»»

Category: topSource: seekingalphaJan 14th, 2019

Stanphyl Capital Letter - December 2018

Stanphyl Capital Letter - December 2018.....»»

Category: topSource: seekingalphaJan 8th, 2019

North Korea Offers South a Year-End Message of Peace

Seoul says Kim Jong Un, in a letter to President Moon Jae-in, showed a “strong will” to pursue a visit to the South Korean capital, after a planned trip in 2018 failed to materialize......»»

Category: topSource: wsjDec 31st, 2018

Higher Rates Are Killing The U.S. Housing Market

Excerpt from Stanphyl Capital’s letter for the month of November 2018, discussing the higher rates are already killing the U.S. housing market. Q3 hedge fund letters, conference, scoops etc As noted i.....»»

Category: blogSource: valuewalkDec 3rd, 2018

Callidus Capital Reports Third Quarter 2018 Results

Additions to senior management team, 2 new loans originated during quarter, letter of intent signed to sell comm.....»»

Category: earningsSource: benzingaNov 14th, 2018

Hayden Capital Quarterly Letter Q3 2018

Hayden Capital Quarterly Letter Q3 2018.....»»

Category: topSource: seekingalphaNov 12th, 2018

Barac Capital"s Q3 2018 Letter

Barac Capital"s Q3 2018 Letter.....»»

Category: topSource: seekingalphaNov 8th, 2018

Low-Interest Rates Do Not Justify The Egregious Earnings Multiples

Excerpt from Stanphyl Capital’s letter for the month of October 2018 discussing the impact of low interest rates on the earnings multiples and the housing market. As.....»»

Category: blogSource: valuewalkNov 1st, 2018

Shortseller: Tesla Has No Moat Of Any Kind; Model 3 Backlog

Stanphyl Capital letter for the month of October 2018 discussing the Tesla stock and the Model 3 backlog. We remain short stock and call options in Tesla Inc (TSLA), which I consider to be the biggest single stock bubble in [R.....»»

Category: blogSource: valuewalkNov 1st, 2018

Alluvial Capital Management Q3 2018 Letter To Partners

Alluvial Capital Management Q3 2018 Letter To Partners.....»»

Category: topSource: seekingalphaNov 1st, 2018

Poplar Forest Capital Quarterly Letter Q3 2018

Poplar Forest Capital Quarterly Letter Q3 2018.....»»

Category: topSource: seekingalphaOct 31st, 2018

Maran Capital 2018Q3 Investor Letter: Clarus Corp, Turning Point Brands

Dan Roller’s Maran Capital published its investor letter for the third quarter of 2018. The fund generated net returns of 17.3% throug.....»»

Category: topSource: insidermonkeyOct 29th, 2018

Askeladden Capital Q3 2018 Letter: 5 Counterintuitive Lessons From 5 Years Of Professional Investing

Askeladden Capital Q3 2018 Letter: 5 Counterintuitive Lessons From 5 Years Of Professional Investing.....»»

Category: topSource: seekingalphaOct 28th, 2018

Bonhoeffer Capital 3Q18 Partner Letter: International Value Picks

Bonhoeffer Capital letter to partners for the third quarter ended September 30, 2018. Keith Smith is a CFA charterholder and received his MBA from UCLA. He has held positions with .....»»

Category: blogSource: valuewalkOct 24th, 2018