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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.....»»
Earnings Results: Alibaba posts loss due to anti-monopoly fine but beats revenue expectations
Alibaba Group Holding Ltd. swung to a loss for its March quarter as the company faced an anti-monopoly fine, but the Chinese e-commerce giant topped revenue expectations for the period amid continued momentum for its online marketplaces......»»
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.....»»
Marram Investment Management 1Q21 Commentary
Marram Investment Management commentary for the first quarter ended March 31, 2021. [soros] Q1 2021 hedge fund letters, confer.....»»
Boyar Value Group 1Q21 Commentary
Boyar Value Group commentary for the first quarter ended March 2021. “Don’t mistake activity for achievement.” – John Wooden Q1 2021 hedge fund letters, conferences and more If Hol.....»»
Arquitos Capital Management 1Q21 Commentary
Arquitos Capital Management commentary for the first quarter ended March 31, 2021. Q1 2021 hedge fund letters, conferen.....»»
Dodge & Cox Global Stock Fund"s 1st-Quarter Commentary
Discussion of markets and holdingsCheck out Dodge & Cox Stock Picks » Download GuruFolio Report of Dodge & Cox (Updated on 04/19/2021)Related Stocks: MSFT, GOOG, FB, ALNY, CHTR, BABA, OXY, OVV, TSX:SU, WFC, COF,.....»»
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.....»»
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,.....»»
Greenhaven Road Partners Fund 4Q20 Commentary: Seed Investment In Desert Lion
Greenhaven Road Partners Fund commentary for the fourth quarter ended December 31, 2020. Q4 2020 hedge fund letters, conferences and more Dear Fellow Investors, Performance Update The Greenha.....»»
Broyhill Asset Management 4Q20 Commentary: Equity Commonwealth
Broyhill Asset Management’s commentary for the fourth quarter ended December 2020, discussing their new position in Equity Commonwealth. [soros] Q4 2020 hedge fund letters, conferences and more For th.....»»
McIntyre Partnerships 4Q20 Commentary: CAAP, MCS
McIntyre Partnerships commentary for the fourth quarter ended December 2020, discussing discussing their new positions in Marcus Corp (NYSE:MCS) and Corporacion America Airports SA (NYSE:CAAP). Q4 2020 hedge fund letters,.....»»
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.....»»
Alluvial Fund 4Q20 Commentary: P10 Holdings
Alluvial Fund commentary for the fourth quarter ended December 31, 2020, discussing P10 Holdings, Nuvera, Communications, LICT Corporation and Crawford United. Q4 2020 hedge fund let.....»»
Steven Romick"s FPA Crescent Fund 1st-Quarter Shareholder Commentary
Discussion of markets and holdingsCheck out Steven Romick Stock Picks » Download GuruFolio Report of Steven Romick (Updated on 05/10/2020)Related Stocks: C, WFC, HWM, AIG, BKNG, GOOG, FB,.....»»
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.....»»
Why Baron Asset Fund in Bullish on TransUnion (TRU) Stock?
Baron Asset Fund recently published its first-quarter commentary – a copy of which can be downloaded here. During the first quarter of 202.....»»
Here’s Why Baron Asset Fund Bought GDS Holdings (GDS) Stock
Baron Asset Fund recently published its first-quarter commentary – a copy of which can be downloaded here. During the first quarter of 202.....»»
Here’s Why Baron Asset Fund Likes SBA Communications (SBAC) Stock
Baron Asset Fund recently published its first-quarter commentary – a copy of which can be downloaded here. During the first quarter of 202.....»»
Why Baron Asset Fund in Bullish on Gartner (IT) Stock?
Baron Asset Fund recently published its first-quarter commentary – a copy of which can be downloaded here. During the first quarter of 202.....»»