Spiros Segalas" Harbor Capital Appreciation Fund 1st Quarter Commentary
'We believe the market’s focus on company fundamentals .....»»
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.....»»
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 .....»»
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.....»»
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.....»»
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 .....»»
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,.....»»
FPA Capital Fund"s 3rd-Quarter Commentary
By Arik AhitovCheck out FPA Capital Fund Stock Picks ».....»»
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.....»»
Larry Pitkowsky"s 2nd Quarter GoodHaven Fund Commentary
Discussion of markets and holdingsCheck out Goodhaven Capital Management Sto.....»»
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,.....»»
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 [.....»»
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,.....»»
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,.....»»
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 .....»»
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, .....»»
Ashva Capital Management 1Q18 Commentary – Which Benchmark?
Ashva Capital Management commentary for the first quarter ended March 31, 2018. Q1 hedge fund letters, conference,.....»»
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.....»»
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,.....»»
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.....»»
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.....»»