Advertisements



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

Forge First August – Gains On Shorts In CI Financial & Saputo Inc.

Forge First Asset Management commentary for the month ended August 31, 2018. The Sui Generis Canada Partners LP fund was down -0.69% for the Class A Lead Series during August 2018, resulting in a year-to-date.....»»

Category: blogSource: valuewalkSep 13th, 2018

Greenhaven Road Capital Partners Fund 2Q18 Commentary – A Fund Is Born

Greenhaven Road Capital Partners Fund commentary for the second quarter ended June 30, 2018 Q2 hedge fund letters, conference, scoops etc Dear Limited Partners,.....»»

Category: blogSource: valuewalkAug 22nd, 2018

Thoughts on Value Investing: The Fallacies of Perception

Iolite Partners commentary .....»»

Category: blogSource: valuewalkAug 20th, 2018

Forge First Asset Management July 2018 Commentary — Long Parkland Fuel Corp

Forge First Asset Management commentary for the month ended July 31, 2018. Q2 hedge fund letters, conference, scoops etc The Sui Generis Canada Partners LP fund was up 1.44% for the Class A Lead Series during July 2018, resulting in […] The post Fo.....»»

Category: blogSource: valuewalkAug 9th, 2018

Saga Partners 2Q18 Commentary New MidCap Long Pitch TTD

Saga SMID Cap Portfolio commentary for the second quarter ended June 30, 20.....»»

Category: blogSource: valuewalkAug 6th, 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

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 Q2 Investor Letter

Wedgewood Partners, an investment firm based in St. Louis, Missouri, recently released its Q2 investor letter – you can download a copy below. .....»»

Category: topSource: insidermonkeyJul 19th, 2018

Here’s What Wedgewood Thinks About Berkshire Hathaway (BRK.A) (BRK.B)

Wedgewood Partners, an investment firm based in St. Louis, Missouri, recently published its Q2 investor letter. The firm discussed Berkshire Ha.....»»

Category: topSource: insidermonkeyJul 19th, 2018

Why Wedgewood Loves Cognizant Technology Solutions (CTSH)

St. Louis, Missouri investment firm Wedgewood Partners recently published its Q2 investor letter – you can download a copy here. The lette.....»»

Category: topSource: insidermonkeyJul 19th, 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

Black Bear Value Partners Q2 Letter – ABX Shorts And Long Ideas + Changing Your Mind and Bayesian Inference

Black Bear Value Partners LP commentary for the second quarter ended June 30, 2018. Q2 hedge fund letters, .....»»

Category: blogSource: valuewalkJul 12th, 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

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

IP Capital Partners 2Q18 Commentary: Long ANHEUSER-BUSCH INBEV

IP Capital Partners commentary Q1 hedge fund letters, conference, scoops etc, Also re.....»»

Category: blogSource: valuewalkJun 11th, 2018

"You"re Stupid If You Don"t Get Scared": When Amazon Goes From Partner to Rival

The Seattle giant’s cloud-computing business offers a look inside its model for expanding—even when it means moving in on allies’ turf. Some partners praise the unit’s chief for straddling the line between friend and competitor......»»

Category: smallbizSource: wsjJun 2nd, 2018

"You"re Stupid if You Don"t Get Scared": When Amazon Goes From Partner to Rival

The Seattle giant’s cloud-computing business offers a look inside its model for expanding—even when it means moving in on allies’ turf. Some partners praise the unit’s chief for straddling the line between friend and competitor......»»

Category: smallbizSource: wsjJun 1st, 2018