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Wedgewood Partners 1Q18 Commentary – Hello Volatility, My Old Friend

Wedgewood Partners commentary  for the first quarter ended March 31, 2018; titled, “Hello Volatility, My Old Friend, Iâ.....»»

Category: blogSource: valuewalkApr 16th, 2018

Wedgewood Partners Q1 2018 Client Letter - Hello Volatility, My Old Friend, I"ve Come To Talk With You Again

Wedgewood Partners Q1 2018 Client Letter - Hello Volatility, My Old Friend, I"ve Come To Talk With You Again.....»»

Category: topSource: seekingalphaApr 17th, 2018

David Rolfe: Wedgewood Partners 1st Quarter 2018 Client Letter

Hello volatility, my old friend, I’ve come to talk with you againCheck out David Rolfe Stock Picks » Download GuruFolio Report of David Rolfe (Updated on 04/15/2018)Related Stocks: VRSK, TSCO,.....»»

Category: worldSource: nytApr 16th, 2018

Black Bear Value Partners LP 1Q18 Commentary

Black Bear Value Partners LP commentary for the first quarter ended March 31, 2018. “Inflation is when you pay fifteen dollars for the ten-dollar haircut you used to get for five dollars when you had hair.” -Sam.....»»

Category: blogSource: valuewalkApr 11th, 2018

Gator Financial Partners 1Q21 Commentary: Sold Credit Suisse

Gator Financial Partners commentary for the first quarter ended March 31, 2021. Q1 2021 hedge fund letters, conferences and more Dear.....»»

Category: personnelSource: nytMay 24th, 2021

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

Royce Investment Partners Commentary: International Premier Quality Strategy-1Q21 Update and Outlook

Portfolio Manager Mark Rayner and Senior Analyst Mark Fischer update clien.....»»

Category: personnelSource: nytApr 23rd, 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

Royce Investment Partners Commentary: After a Near Record 12 Months for Small Cap, What"s Next?

Chuck Royce and Francis Gannon.....»»

Category: smallbizSource: nytApr 12th, 2021

"Volatility is your friend": A former Goldman Sachs hedge-fund boss says crypto investors should embrace bitcoin"s wild price swings - and explains why it"s one of the asset"s key features

"Without that volatility, you can't have compounded annual returns of 230%," said Raoul Pal. "Volatility is your friend in this occasion." Raoul Pal, c.....»»

Category: personnelSource: nytApr 11th, 2021

Partners Group acquires majority stake in South Jersey-based Wedgewood Pharmacy

Global private equity investment manager Partners Group on Monday completed its purchase of a majority stake in South Jersey-based Wedgewood Pharmacy. Financial terms of the deal were not disclosed. Wedgewood, based in Swedesboro, is the largest compoun.....»»

Category: topSource: bizjournalsApr 5th, 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

Gator Financial Partners 4Q20 Commentary: Long BBX Capital Inc

Gator Financial Partners commentary for the fourth quarter ended December 2020, discussing opportunities in small cap financials such as BBX Capital Inc (OTCMKTS:BBXIA), Arlington Asset Investment Corp (.....»»

Category: blogSource: valuewalkFeb 9th, 2021

Qualivian Investment Partners 1Q20 Commentary

Qualivian Investment Partners commentary for the first quarter ended April 30, 2020, discussing their investment process and the power of compounding. “Everyone is a long-t.....»»

Category: blogSource: valuewalkMay 14th, 2020

William Blair Commentary: Identifying Growing Large Caps in Growing Industries

By partners David Ricci, CFA and Jim Golan, CFARelated Stocks: SPY, DJI, QQQ,.....»»

Category: blogSource: gurufocusMay 13th, 2020

Royce Investment Partners Commentary: Don"t Trust Your Instincts

Steve Lipper on 2 counterintuitive reasons to invest in small capsCheck out Chuck Royce Stock Picks » Download GuruFolio Report of Chuck Royce (Updated on 05/11/2020)Related Stocks: SPY, DJI, QQQ,.....»»

Category: blogSource: gurufocusMay 12th, 2020

Royce Investment Partners Commentary: International Premier Quality- An Update and Outlook

We recently asked Portfolio Manager .....»»

Category: blogSource: gurufocusMay 6th, 2020

Brandes Partners Commentary: Unprecedented?

A long-term 'frame' shows other periods of stock market volatilityCheck out Charles Brandes Stock Picks » Download GuruFolio Report of Charles Brandes (Updated on 04/29/2020)Related Stocks: SPY, DJI, QQQ,.....»»

Category: blogSource: gurufocusApr 30th, 2020

Wedgewood Partners Opinion on Booking Holdings (BKNG) and Facebook (FB) Stocks

Wedgewood Partners, a St. Louis, Missouri-based investment management firm, released its Q1 2020 Investor letter – a copy of which is avail.....»»

Category: topSource: insidermonkeyApr 30th, 2020

Why Wedgewood Partners is Bullish on Edwards Lifesciences (EW) Stock?

Wedgewood Partners, a St. Louis, Missouri-based investment management firm, released its Q1 2020 Investor letter – a copy of which is avail.....»»

Category: topSource: insidermonkeyApr 30th, 2020

Why Wedgewood Partners sold Fastenal (FAST) stock?

Wedgewood Partners, a St. Louis, Missouri-based investment management firm, released its Q1 2020 Investor letter – a copy of which is avail.....»»

Category: topSource: insidermonkeyApr 30th, 2020