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Apple could be close to an inflection in fundamentals, going by the company's June quarter guidance and management commentary on the call. read more.....»»

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

Generation PMCA commentary for the first quarter ended March 2021.....»»

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.....»»

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.....»»

Discussion of markets and holdingsCheck out Yacktman Focused Fund Stock Picks » Download GuruFolio Report of Yacktman Focused Fund (Updated on 04/28/2021)Related Stocks: LMT, LHX, NOC, BRK.B, TSX:CNQ, NWSA, M, XPAR:BOL, XTER:CON,.....»»

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

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

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.....»»

Discussion of markets and holdingsCheck out Mairs and Power Stock Picks » Download GuruFolio Report of Mairs and Power (Updated on 04/25/2021)Related Stocks: MINN, GOOG, USB, RHHBY, QCOM, SHW,.....»»

Arquitos Capital Management commentary for the first quarter ended March 31, 2021. Q1 2021 hedge fund letters, conferen.....»»

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,.....»»

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.....»»

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,.....»»

"It's Gone Parabolic": Canadian Housing In One Shocking Chart It probably does not need much commentary, but as BMO Senior Economist Robert Kavcic writes in his morn.....»»

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.....»»

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.....»»

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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 (.....»»

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,.....»»