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David Rolfe"s Wedgewood Partners 2nd-Quarter 2018 Client Letter

When the Punchbowl is spiked with debtCheck out David Rolfe Stock Picks » Download GuruFolio Report of David Rolfe (Updated on 07/11/2018)Related Stocks: CELG, BRK.A, BRK.B, CTSH, FAST,.....»»

Category: smallbizSource: nytJul 13th, 2018

David Rolfe"s Wedgewood Partners 2nd-Quarter 2018 Client Letter

When the Punchbowl is spiked with debtCheck out David Rolfe Stock Picks » Download GuruFolio Report of David Rolfe (Updated on 07/11/2018)Related Stocks: CELG, BRK.A, BRK.B, CTSH, FAST,.....»»

Category: smallbizSource: nytJul 13th, 2018

David Rolfe: Wedgewood Partners 1st Quarter 2018 Client Letter

Hello volatility, my old friend, I’ve come to talk with you againCheck out David Rolfe Stock Picks » Download GuruFolio Report of David Rolfe (Updated on 04/15/2018)Related Stocks: VRSK, TSCO,.....»»

Category: worldSource: nytApr 16th, 2018

David Rolfe"s Wedgewood Partners 4th Quarter Client Letter

Hotel CaliforniaCheck out David Rolfe Stock Picks » Download GuruFolio Report of David Rolfe (Updated on 01/13/2019)Related Stocks: AAPL, SCHW, CELG, FB, QCOM,.....»»

Category: blogSource: gurufocusJan 14th, 2019

Wedgewood Partners Fourth Quarter 2018 Client Letter

Wedgewood Partners Fourth Quarter 2018 Client Letter.....»»

Category: topSource: seekingalphaJan 16th, 2019

Wedgewood Partners Second Quarter 2018 Client Letter - When The Punchbowl Is Spiked With Debt

Wedgewood Partners Second Quarter 2018 Client Letter - When The Punchbowl Is Spiked With Debt.....»»

Category: topSource: seekingalphaJul 26th, 2018

Wedgewood Partners Q3 2018 Client Letter: Anatomy Of A Bull Market

Wedgewood Partners Q3 2018 Client Letter: Anatomy Of A Bull Market.....»»

Category: topSource: seekingalphaOct 17th, 2018

Wedgewood Partners Q1 2018 Client Letter - Hello Volatility, My Old Friend, I"ve Come To Talk With You Again

Wedgewood Partners Q1 2018 Client Letter - Hello Volatility, My Old Friend, I"ve Come To Talk With You Again.....»»

Category: topSource: seekingalphaApr 17th, 2018

Black Bear Value Partners 4Q18 Letter

Black Bear Value Partners commentary for the fourth quarter ended December 31, 2018. “In t.....»»

Category: blogSource: valuewalkFeb 6th, 2019

Askeladden Capital 4Q18 Letter: A Better Life

Askeladden Capital letter for the fourth quarter ended December 31, 2018, titled, “A Better Life.” Dear Partners, 2018 was another exceptional year for Askeladden, making up f.....»»

Category: blogSource: valuewalkJan 29th, 2019

Apple (AAPL) Has ‘Solid Strategy For Growth Over Next Several Years’: Wedgewood

Wedgewood Partners recently published its Q4 investor letter to discuss its performance during the quarter – you can download a copy here. I.....»»

Category: topSource: insidermonkeyJan 23rd, 2019

Black Bear Value Fund Q4 And FY18 Update

Black Bear Value Fund portfolio update for the fourth quarter and the full year ended December 31, 2018. Dear Partners and Friends, The Fund’s year-end letter wil.....»»

Category: blogSource: valuewalkJan 17th, 2019

Rowan Street Capital 3Q18 Letter: Exploiting the market’s fear and greed

Rowan Street Capital letter for the third quarter ended September 30, 2018. Dear Partners, Third quarter was uneventful (flat) in terms of market price movement for our fund’s portfolio. As of September 30, Rowan Street Capital .....»»

Category: blogSource: valuewalkJan 14th, 2019

GuruFocus Interview: David Rolfe of Wedgewood Partners

Noted investor answers GuruFocus readers' questio.....»»

Category: personnelSource: nytDec 28th, 2018

David Rolfe Buys 3 Stocks in 3rd Quarter

Guru invests in 2 transportation companies and a beauty retailerCheck out David Rolfe Stock Picks » Download GuruFolio Report of David Rolfe (Updated on 11/15/2018)Related Stocks: ODFL, CHRW, ULTA, T, BP, JNJ, MN, TD, VZ,.....»»

Category: blogSource: gurufocusNov 16th, 2018

Bonhoeffer Capital 3Q18 Partner Letter: International Value Picks

Bonhoeffer Capital letter to partners for the third quarter ended September 30, 2018. Keith Smith is a CFA charterholder and received his MBA from UCLA. He has held positions with .....»»

Category: blogSource: valuewalkOct 24th, 2018

Black Bear Value Partners 3Q18 Commentary: Securities we are betting against

Black Bear Value Partners letter for the third quarter ended September 30, 2018. “Far and away the best prize that life has to offer is the chance to work.....»»

Category: blogSource: valuewalkOct 22nd, 2018

Hazelton Capital Partners 3Q18 Commentary – Armstrong World Industries, Inc (AWI) 87% Gain

Hazelton Capital Partners commentary for the third quarter ended September 30, 2018. To: Hazelton Capital Partners, LLC From: Barry Pasikov, Managing Member Date: October 21, 2018 Re: 3rd Quarter 2018 Letter.....»»

Category: blogSource: valuewalkOct 22nd, 2018

Longleaf Partners 3rd Quarter Shareholder Letter

All four Longleaf Partners Funds posted positive gains in the 3rd quarterCheck out Mason Hawkins Stock Picks » Download GuruFolio Report of Mason Hawkins (Updated on 10/11/2018)Related Stocks: CTL, BEL, SONC,.....»»

Category: personnelSource: nytOct 12th, 2018

Rolfe: Apple Not Buying Stake In Tesla Would Be ‘Biggest Mistake Of Tim Cook’s Career’

Wedgewood Partners CIO David Rolfe and Ross Gerber, Gerber Kawasaki CEO, discuss their outlook for the future of Apple stock a.....»»

Category: blogSource: valuewalkAug 2nd, 2018

Longleaf Partners" 2nd Quarter Shareholder Letter

Firm where Mason Hawkins is chairman and CEO releases commentaryCheck out Mason Hawkins Stock Picks » Download GuruFolio Report of Mason Hawkins (Updated on 07/11/2018)Related Stocks: CTL, HKSE:00001, CNX, FDX, XMAD:FER, MAT, PK,.....»»

Category: smallbizSource: nytJul 13th, 2018