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Boyar Value Group 1Q21 Commentary

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.....»»

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

Dodge & Cox Global Stock Fund"s 1st-Quarter Commentary

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,.....»»

Category: smallbizSource: nytApr 20th, 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

Is it Time to Go Short in Howmet Aerospace Inc. (HWM)?

FPA Crescent Fund, an investment management firm, published its fourth quarter 2020 investor letter – a copy of which can be downloaded h.....»»

Category: topSource: insidermonkeyApr 10th, 2021

FPA Crescent Fund’s Q4 2020 Investor Letter

FPA Crescent Fund, an investment management firm, published its fourth quarter 2020 investor letter – a copy of which can be downloaded her.....»»

Category: topSource: insidermonkeyApr 10th, 2021

Greenhaven Road Partners Fund 4Q20 Commentary: Seed Investment In Desert Lion

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.....»»

Category: blogSource: valuewalkFeb 24th, 2021

Broyhill Asset Management 4Q20 Commentary: Equity Commonwealth

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.....»»

Category: blogSource: valuewalkFeb 24th, 2021

McIntyre Partnerships 4Q20 Commentary: CAAP, MCS

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,.....»»

Category: blogSource: valuewalkFeb 9th, 2021

Alluvial Fund 4Q20 Commentary: P10 Holdings

Alluvial Fund commentary for the fourth quarter ended December 31, 2020, discussing P10 Holdings, Nuvera, Communications, LICT Corporation and Crawford United. Q4 2020 hedge fund let.....»»

Category: blogSource: valuewalkFeb 1st, 2021

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

Why Baron Asset Fund in Bullish on TransUnion (TRU) Stock?

Baron Asset Fund recently published its first-quarter commentary – a copy of which can be downloaded here. During the first quarter of 202.....»»

Category: topSource: insidermonkeyMay 6th, 2020

Here’s Why Baron Asset Fund Bought GDS Holdings (GDS) Stock

Baron Asset Fund recently published its first-quarter commentary – a copy of which can be downloaded here. During the first quarter of 202.....»»

Category: topSource: insidermonkeyMay 6th, 2020

Here’s Why Baron Asset Fund Likes SBA Communications (SBAC) Stock

Baron Asset Fund recently published its first-quarter commentary – a copy of which can be downloaded here. During the first quarter of 202.....»»

Category: topSource: insidermonkeyMay 6th, 2020

Why Baron Asset Fund in Bullish on Gartner (IT) Stock?

Baron Asset Fund recently published its first-quarter commentary – a copy of which can be downloaded here. During the first quarter of 202.....»»

Category: topSource: insidermonkeyMay 6th, 2020

Why Baron Asset Fund expects Vail Resorts (MTN) Stock to Recover?

Baron Asset Fund recently published its first-quarter commentary – a copy of which can be downloaded here. During the first quarter of 202.....»»

Category: topSource: insidermonkeyMay 6th, 2020

Why Baron Asset Fund expects Guidewire Software (GWRE) Stock to Recover?

Baron Asset Fund recently published its first-quarter commentary – a copy of which can be downloaded here. During the first quarter of 202.....»»

Category: topSource: insidermonkeyMay 6th, 2020

Baron Asset Fund’s Opinion on Arch Capital Group (ACGL) Stock

Baron Asset Fund recently published its first-quarter commentary – a copy of which can be downloaded here. During the first quarter of 202.....»»

Category: topSource: insidermonkeyMay 6th, 2020

Here’s Why Baron Asset Fund Likes Veeva Systems (VEEV) Stock

Baron Asset Fund recently published its first-quarter commentary – a copy of which can be downloaded here. During the first quarter of 202.....»»

Category: topSource: insidermonkeyMay 5th, 2020