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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.....»»

Category: blogSource: valuewalkMay 17th, 2021

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......»»

Category: topSource: marketwatchMay 13th, 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

Marram Investment Management 1Q21 Commentary

Marram Investment Management commentary for the first quarter ended March 31, 2021. [soros] Q1 2021 hedge fund letters, confer.....»»

Category: blogSource: valuewalkApr 28th, 2021

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.....»»

Category: blogSource: valuewalkApr 27th, 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

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,.....»»

Category: smallbizSource: nytApr 20th, 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

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.....»»

Category: blogSource: valuewalkFeb 24th, 2021

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.....»»

Category: blogSource: valuewalkFeb 24th, 2021

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,.....»»

Category: blogSource: valuewalkFeb 9th, 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

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.....»»

Category: blogSource: valuewalkFeb 1st, 2021

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,.....»»

Category: blogSource: gurufocusMay 11th, 2020

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

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.....»»

Category: topSource: insidermonkeyMay 6th, 2020

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.....»»

Category: topSource: insidermonkeyMay 6th, 2020

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.....»»

Category: topSource: insidermonkeyMay 6th, 2020

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.....»»

Category: topSource: insidermonkeyMay 6th, 2020