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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.....»»
Hayden Capital 1Q20 commentary: A call for capital
Hayden Capital commentary for the month of March 2020, discussing the need for add.....»»
Hayden 1Q19 Commentary: Increased Sea Ltd Investment
Hayden Capital commentary for the first quarter ended March 3.....»»
Hayden Capital Up 13% YTD: Lessons From Asia; Ads, Ads, Everywhere; Playing A Game Of “Go†And Quality Companies & Culture Of Investing
Hayden Capital commentary for the seco.....»»
Hayden Capital 3Q18 Commentary
Hayden Capital commentary for the third quarter ended S.....»»
Hayden Capital 4Q18 Commentary: Carvana Memo
Hayden Capital commentar.....»»
Causeway Capital Commentary: Price Is Everything
Causeway portfolio managers share their perspectives on cyclicals leading the pandemic reopening rally, and how they are repositioning client portfolios as a resultCheck out Sarah Ketterer Stock Picks » .....»»
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.....»»
Grey Owl Capital Management 1Q21 Commentary: Jefferies Financial Group
Grey Owl Capital Management’s commentary for the first quarter ended March 2021, disucssing the.....»»
ACR 1Q21 Commentary: A Few Reflections On Risk
Alpine Capital Research commentary for the first .....»»
Arquitos Capital Management 1Q21 Commentary
Arquitos Capital Management commentary for the first quarter ended March 31, 2021. Q1 2021 hedge fund letters, conferen.....»»
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,.....»»
ARKK is today’s equivalent of the Internet bubble funds of 1999-2000: Shortseller
Stanphyl Capital’s commentary for the month of March 2021, discussing selling their long position in NASDAQ:EVOL long position. Q4 2020 hedge fund letters, conferences and.....»»
Is Sea Limited (SE) A Smart Long-Term Buy?
Hayden Capital, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here......»»
Hayden Capital’s Q4 2020 Investor Letter
Hayden Capital, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here......»»
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 (.....»»
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.....»»
JDP Capital Management 2020 Annual Partnership Letter: Long Stone, Roku, Spotify
JDP Capital Management annual partnership letter for the year ended December 31, 2020, providing a commentary on our largest positions Spotify, Rok.....»»
Arquitos Capital Management 4Q20 Commentary “A Heads I Win; Tails I Don’t Lose Much Situation”
Arquitos Capital Manage.....»»