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Blue Tower Asset Management 1Q20 Commentary: The paradox of value investing

Blue Tower Asset Management commentary for the first quarter ended March 31, 2020, discussing value stocks con.....»»

Category: blogSource: valuewalkApr 15th, 2020

Blue Tower Asset Management Q2 2019 Commentary

Blue Tower Asset Management Q2 2019 Commentary.....»»

Category: topSource: seekingalphaJul 24th, 2019

Blue Tower Asset Management 2Q19 Commentary: Long Construction Sector

Blue Tower Asset Management 2Q19 Commentary: Long Construction Sector.....»»

Category: blogSource: valuewalkJul 24th, 2019

Blue Tower Asset Management 2Q18 Commentary Long Sberbank

Blue Tower Asset Management commentary for the second quarter ended June 30, 2018. Q2 hedge fund letters, conferenc.....»»

Category: blogSource: valuewalkJul 23rd, 2018

Blue Tower Asset Management Q2 "18 Commentary Long Sberbank

Blue Tower Asset Management Q2 "18 Commentary Long Sberbank.....»»

Category: topSource: seekingalphaJul 24th, 2018

Blue Tower Asset Management 3Q18 Commentary: Enova

Blue Tower Asset Management commentary for the third quarter ended September 30, 2018; discussing their investment thesis in Enova.....»»

Category: blogSource: valuewalkOct 15th, 2018

Blue Tower Asset Management Q3 2018 Commentary: Enova

Blue Tower Asset Management Q3 2018 Commentary: Enova.....»»

Category: topSource: seekingalphaOct 17th, 2018

Blue Tower Asset Management 4Q18 Commentary: Long Joban Kaihatsu

Blue Tower Asset Management commentary for the fourth quarter ended December 31, 2018, providing an update on Joban Kaihatsu. The Global Value strategy composite returned -17.10% gross (-17.34% net) for Q4. D.....»»

Category: blogSource: valuewalkJan 14th, 2019

Baron Funds on ICON Public Ltd Co. (ICLR): “We See Significant Upside in the Stock Price”

Baron Funds, an asset management firm, published its “Baron Health Care Fund” first quarter 2021 investor letter – a copy of which can be.....»»

Category: topSource: insidermonkeyMay 1st, 2021

Is BridgeBio Pharma Inc. (BBIO) A Smart Long-Term Buy?

Baron Funds, an asset management firm, published its “Baron Health Care Fund” first quarter 2021 investor letter – a copy of which can be.....»»

Category: topSource: insidermonkeyMay 1st, 2021

Should You Retain Your Arrowhead Pharmaceuticals (ARWR) Position?

Baron Funds, an asset management firm, published its “Baron Health Care Fund” first quarter 2021 investor letter – a copy of which can be.....»»

Category: topSource: insidermonkeyMay 1st, 2021

Here’s Why Baron Health Care Fund Sold its Biohaven Pharmaceutical (BHVN) Position

Baron Funds, an asset management firm, published its “Baron Health Care Fund” first quarter 2021 investor letter – a copy of which can be.....»»

Category: topSource: insidermonkeyMay 1st, 2021

Is Denali Therapeutics Inc. (DNLI) A Smart Long-Term Buy?

Baron Funds, an asset management firm, published its “Baron Health Care Fund” first quarter 2021 investor letter – a copy of which can be.....»»

Category: topSource: insidermonkeyMay 1st, 2021

Baron Health Care Fund: “Beam Therapeutics (BEAM) has a Unique Platform Technology”

Baron Funds, an asset management firm, published its “Baron Health Care Fund” first quarter 2021 investor letter – a copy of which can be.....»»

Category: topSource: insidermonkeyMay 1st, 2021

Stewart Asset Management is Bullish on Match Group (MTCH), Here’s Why

Stewart Asset Management, an investment management firm, published its first quarter 2021 investor letter – a copy of which can be seen .....»»

Category: topSource: insidermonkeyApr 18th, 2021

Here’s Why Stewart Asset Managment Sold its Apple (AAPL) Shares

Stewart Asset Management, an investment management firm, published its first quarter 2021 investor letter – a copy of which can be seen .....»»

Category: topSource: insidermonkeyApr 18th, 2021

Brookfield Asset Management (BAM): Strong Growth And Abundant Potential

Alphyn Capital recently released its Q1 2020 Investor Letter, a copy of which you can download below. The fund posted a return of -21.7% for .....»»

Category: topSource: insidermonkeyMay 13th, 2020

Hedge Fund and Insider Trading News: Dan Loeb, Paul Tudor Jones, Warren Buffett, Reminiscent Capital, Brevan Howard Asset Management, World Wrestling Entertainment, Inc. (WWE), Raymond James Financial, Inc. (RJF), and More

Dan Loeb’s Far Point Urges Investors to Scrap Global Blue Buyout (Reuters) (Reuters) – Blank-check company Far Point Acquisition.....»»

Category: topSource: insidermonkeyMay 7th, 2020

Francisco Garcia Parames" Cobas Asset Management 1st-Quarter Letter

Discussion of markets and holdingsCheck out Francisco Garcia Parames Stock Picks » Download GuruFolio Report of Francisco Garcia Parames (Updated on 04/30/2020)Related Stocks: TGP, LSE:BAB, MIL:CIR,.....»»

Category: blogSource: gurufocusMay 1st, 2020

Massif Capital is Bullish on Star Bulk (SBLK), Bearish on John Deere (DE)

North Carolina-based asset management firm Massif Capital, LLC released its first-quarter investor letter this month – a copy of which is av.....»»

Category: topSource: insidermonkeyMay 1st, 2020