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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.....»»

Category: blogSource: valuewalkMay 9th, 2020

Hayden Capital 1Q20 commentary: A call for capital

Hayden Capital commentary for the month of March 2020, discussing the need for add.....»»

Category: blogSource: valuewalkApr 6th, 2020

Hayden 1Q19 Commentary: Increased Sea Ltd Investment

Hayden Capital commentary for the first quarter ended March 3.....»»

Category: blogSource: valuewalkMay 14th, 2019

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.....»»

Category: blogSource: valuewalkAug 8th, 2018

Hayden Capital 3Q18 Commentary

Hayden Capital commentary for the third quarter ended S.....»»

Category: blogSource: valuewalkNov 12th, 2018

Hayden Capital 4Q18 Commentary: Carvana Memo

Hayden Capital commentar.....»»

Category: blogSource: valuewalkFeb 4th, 2019

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 » .....»»

Category: worldSource: nytMay 4th, 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

Grey Owl Capital Management 1Q21 Commentary: Jefferies Financial Group

Grey Owl Capital Management’s commentary for the first quarter ended March 2021, disucssing the.....»»

Category: blogSource: valuewalkApr 28th, 2021

ACR 1Q21 Commentary: A Few Reflections On Risk

Alpine Capital Research commentary for the first .....»»

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

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

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.....»»

Category: blogSource: valuewalkApr 5th, 2021

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......»»

Category: topSource: insidermonkeyApr 4th, 2021

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......»»

Category: topSource: insidermonkeyApr 4th, 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

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

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.....»»

Category: blogSource: valuewalkFeb 4th, 2021

Arquitos Capital Management 4Q20 Commentary “A Heads I Win; Tails I Don’t Lose Much Situation”

Arquitos Capital Manage.....»»

Category: smallbizSource: nytJan 21st, 2021