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Wedgewood Partners 1Q18 Commentary – Hello Volatility, My Old Friend

Wedgewood Partners commentary  for the first quarter ended March 31, 2018; titled, “Hello Volatility, My Old Friend, I.....»»

Category: blogSource: valuewalkApr 16th, 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

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

Black Bear Value Partners LP 1Q18 Commentary

Black Bear Value Partners LP commentary for the first quarter ended March 31, 2018. “Inflation is when you pay fifteen dollars for the ten-dollar haircut you used to get for five dollars when you had hair.” -Sam.....»»

Category: blogSource: valuewalkApr 11th, 2018

Despite the numerous commentators and market “experts”, no one can predict and time market downturns with any useful level of reliability

SAGA Partners commentary for the fourth quarter ended December 31, 2018. 4Q18 Results During the fourth quarter of 2018, the Saga Portfolio (“the Portfolio”) decreased 20.8% net of f.....»»

Category: blogSource: valuewalkFeb 21st, 2019

Growth Opportunities Lie Ahead For Facebook (NASDAQ: FB): Wedgewood

Missouri-based Wedgewood Partners presented its thoughts on Facebook (NASDAQ: FB) in its Q4 investor letter – you can download a copy h.....»»

Category: topSource: insidermonkeyFeb 18th, 2019

QUALCOMM (QCOM): Apple Settlement, 5G Are Catalysts for Growth, Says Wedgewood

QUALCOMM (NASDAQ: QCOM) is one of seven companies that Missouri-based Wedgewood Partners discussed in its Q4 investor letter. We’ve alre.....»»

Category: topSource: insidermonkeyFeb 18th, 2019

Wedgewood Sells Stakes in Schlumberger (SLB) and Core Laboratories (CLB)

Missouri-based Wedgewood Partners said in its Q4 investor letter that it sold positions in Schlumberger Limited (NYSE: SLB) and Core Laborato.....»»

Category: topSource: insidermonkeyFeb 18th, 2019

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

Tollymore Investment Partners Q4 2018 Commentary

Tollymore Investment Partners Q4 2018 Commentary.....»»

Category: topSource: seekingalphaFeb 6th, 2019

Tollymore Investment Partners 4Q18 Commentary

Tollymore Investment Partners commentary for the fourth quarter ended December 31, 2018. Dear partners, In 2018 Tollymore generated returns of +4%, and an annualised performance since inception of +20%. Q4 hedge fund letters, conference, scoops etc *Si.....»»

Category: blogSource: valuewalkFeb 4th, 2019

Alluvial Capital Management 4Q18 Commentary

Alluvial Capital Management commentary for the fourth quarter ended December 31, 2018. Dear Partners, It was.....»»

Category: blogSource: valuewalkJan 31st, 2019

Longleaf Partners Fund Commentary Q418

Longleaf Partners Fund Commentary Q418.....»»

Category: topSource: seekingalphaJan 24th, 2019

Longleaf Partners Fund 4th Quarter Commentary

Letter from firm where Mason Hawkins is chairmanCheck out Mason Hawkins Stock Picks » Download GuruFolio Report of Mason Hawkins (Updated on 01/22/2019)Related Stocks: PK, GE, MAT, FDX, OTCPK:00001, XSWX:LHM, AMG, CNX, CNHI, CT,.....»»

Category: blogSource: gurufocusJan 23rd, 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

Wedgewood Partners Q4’18 Investor Letter

Wedgewood Partners, a St. Louis, Missouri-based investment firm, has released its Q4 investor letter – you can download a copy below. The firm’.....»»

Category: topSource: insidermonkeyJan 23rd, 2019

Wally Weitz"s Partners III Opportunity Fund 4th Quarter Commentary

Discussion of markets and holdingsCheck out Wallace Weitz Stock Picks » Download GuruFolio Report of Wallace Weitz (Updated on 01/20/2019)Related Stocks: FB, SCHW, MKL,.....»»

Category: blogSource: gurufocusJan 21st, 2019

LJM Partners sues unnamed "manipulators" it blames for volatility losses

LJM Partners Ltd on Friday filed a lawsuit against unnamed parties it holds responsible for hundreds of millions of dollars it lost after last year's jump in stock market volatility that effectively put the fund manager out of business......»»

Category: topSource: reutersJan 18th, 2019

Forge First Gains In December On Credit Card Shorts

Forge First Asset Management commentary for the month of December 2018. The Sui Generis Canada Partners LP fund was down -3.59% .....»»

Category: blogSource: valuewalkJan 17th, 2019

Wedgewood Partners Fourth Quarter 2018 Client Letter

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

Category: topSource: seekingalphaJan 16th, 2019

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