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Spiros Segalas" Harbor Capital Appreciation Fund 1st Quarter Commentary

'We believe the market’s focus on company fundamentals .....»»

Category: dealsSource: nytMay 20th, 2019

Here’s Why Ensemble Capital Likes Home Depot (HD) Stock

Ensemble Capital, an independently-owned investment firm, recently published its first-quarter Ensemble Fund commentary – a copy of which c.....»»

Category: topSource: insidermonkeyMay 5th, 2020

Ensemble Capital’s Opinion on Netflix (NFLX) Stock

Ensemble Capital, an independently-owned investment firm, recently published its first-quarter Ensemble Fund commentary – a copy of which .....»»

Category: topSource: insidermonkeyMay 5th, 2020

Why Ensemble Capital is Bullish on NVR (NVR) Stock?

Ensemble Capital, an independently-owned investment firm, recently published its first-quarter Ensemble Fund commentary – a copy of which c.....»»

Category: topSource: insidermonkeyMay 5th, 2020

Why Ensemble Capital is Bullish on First American Financial (FAF) Stock?

Ensemble Capital, an independently-owned investment firm, recently published its first-quarter Ensemble Fund commentary – a copy of which c.....»»

Category: topSource: insidermonkeyMay 5th, 2020

Ensemble Fund’s Q1 2020 Investor Letter

Ensemble Capital, an independently-owned investment firm, recently published its first-quarter Ensemble Fund commentary – a copy of which .....»»

Category: topSource: insidermonkeyMay 4th, 2020

FPA Capital Fund"s 1st-Quarter Commentary

Discussion of markets and holdingsCheck out FPA Capital Fund Stock Picks » Download GuruFolio Report of FPA Capital Fund (Updated on 04/29/2020)Related Stocks: NBL, VNOM, ISBC, ALGT, SAVE,.....»»

Category: blogSource: gurufocusApr 30th, 2020

FPA Capital Fund"s 3rd-Quarter Commentary

By Arik AhitovCheck out FPA Capital Fund Stock Picks ».....»»

Category: blogSource: gurufocusOct 15th, 2019

Greenhaven Road Capital 2Q19 Commentary

Greenhaven Road Capital commentary for the second quarter ended June 30, 2019. Dear Fellow Investors, Greenhaven’s Fund returned approximately -4% in the second quarter, bringing the YTD gains to approximately +12.5%. Investor.....»»

Category: blogSource: valuewalkAug 6th, 2019

Larry Pitkowsky"s 2nd Quarter GoodHaven Fund Commentary

Discussion of markets and holdingsCheck out Goodhaven Capital Management Sto.....»»

Category: dealsSource: nytJul 30th, 2019

FPA Capital Fund 2nd-Quarter Commentary

By Arik AhitovCheck out FPA Capital Fund Stock Picks » Download GuruFolio Report of FPA Capital Fund (Updated on 07/23/2019)Related Stocks: MKSI, XEC, ALGT,.....»»

Category: dealsSource: nytJul 24th, 2019

Arquitos Capital Management 1Q19 Commentary

Arquitos Capital Management commentary for the first quarter ended March 31, 2019. Wait for that wisest of all counselors, Time. – Pericles Q1 hedge fund letters, conference, scoops etc Arquitos returned 5.4% net of fees in the first quarter of [.....»»

Category: blogSource: valuewalkApr 25th, 2019

FPA Capital Fund 1st-Quarter Commentary

Discussion of holdings and marketsCheck out FPA Capital Fund Stock Picks » Download GuruFolio Report of FPA Capital Fund (Updated on 04/16/2019)Related Stocks: WDC, VMI,.....»»

Category: dealsSource: nytApr 17th, 2019

FPA Capital Fund 1st-Quarter 2018 Commentary

Review of holdings and marketsCheck out FPA Capital Fund Stock Picks » Download GuruFolio Report of FPA Capital Fund (Updated on 04/16/2018)Related Stocks: BW, AAN, ALGT, CUB, CFFN, WDC, ARRS, TEN,.....»»

Category: personnelSource: nytApr 17th, 2018

Greenhaven Road Capital 1Q18 Commentary – NEW INVESTMENT – ASHFORD INC.

Greenhaven Road Capital commentary for the first quarter ended March 31, 2018. Q1 hedge fund letters, conference, scoops etc Dear Fellow Investors, We invest with a multi-year time horizon. There .....»»

Category: blogSource: valuewalkMay 1st, 2018

Emerging Value Capital Management Q1 – Howard Hughes Sold, Tesla Short Closed; New Long Positions

Emerging Value Capital Management commentary for the first quarter ended March 31, 2018. Q1 hedge fund letters, conference, scoops etc, .....»»

Category: blogSource: valuewalkMay 22nd, 2018

Ashva Capital Management 1Q18 Commentary – Which Benchmark?

Ashva Capital Management commentary for the first quarter ended March 31, 2018. Q1 hedge fund letters, conference,.....»»

Category: blogSource: valuewalkJun 22nd, 2018

Small Energy Focused Hedge Fund Up 100% In H1 On Oil Surge

Open Square Capital commentary for the second quarter ended June 30, 2018. Q2 hedge fund letters, conference, scoops etc Dear Limited Partners, Weightless. That’s what the world’s feeling right now. A moment in time when.....»»

Category: blogSource: valuewalkJul 6th, 2018

Harbor Capital Appreciation Fund Buys Nike Inc, PNC Financial Services Group Inc, Constellation ...

Related Stocks: PNC, KER, NKE, STZ, AZN, AAPL, ABBV, CHTR, BMY, CELG, SLB, WM,.....»»

Category: worldSource: nytJul 6th, 2018

Perritt Capital Management 2Q18 Commentary – Micro-cap Investing

Perritt Capital Management commentary for the second quarter ended June 30, 2018. Q2 hedge fund letters, conference, scoops etc As stated in our fourth quarter 2017 commentary, we believed the tax cuts would benefit small-c.....»»

Category: blogSource: valuewalkJul 24th, 2018

Arquitos Capital Management 2Q18 Commentary – launching a second U.S.-based fund in the coming year for institutional investors

Arquitos Capital Management commentary for the second quarter ended June 30, 2018. Q2 hedge fund letters, conference, scoops etc The truth is cruel, but it can be loved, and it makes free those who have loved it. – Ge.....»»

Category: blogSource: valuewalkJul 31st, 2018