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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

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

Saga Partners 1Q18 Investor Letter: Long Liberty Latin America Ltd.

Saga Partners letter to investors for the first quarter ended March 31, 2018. Q1 hedge fund letters, conference, scoops etc, Also read Lear Capital: Financial Products You Should Avoid? Annual Luncheon Saga Partners is excited to host our first an.....»»

Category: blogSource: valuewalkMay 22nd, 2018

Forge First Funds April 2018 Commentary – Danger With Canadian Natural Gas

Forge First Funds commentary for the month ended April 30, 2018. April experienced more of the same volatility in equity markets that has persisted for m.....»»

Category: blogSource: valuewalkMay 19th, 2018

Alpine 1Q18 Commentary – Quantifiable Absolute Returns

Alpine Capital Research commentary for the first quarter ended Mar 30, 2018; titled, “Quantifiable A.....»»

Category: blogSource: valuewalkMay 15th, 2018

Commentary: Workers’ financial challenges pressure employers to act

Wages are stagnant. Benefits like pension plans have disappeared in recent decades. Financial risks have grown for employees, and rewards are fewer and fewer. Volatility in employees’ schedules has made incomes less predictable. Rising health car.....»»

Category: topSource: bizjournalsMay 10th, 2018

Perritt Capital Management 1Q18 Commentary – Jekyll And Hyde Quarter

Perritt Capital Management commentary for the first quarter ended March 31, 2018; titled, “Jekyll And Hyde Quarter.” Q1.....»»

Category: blogSource: valuewalkMay 8th, 2018

RGA Investment Advisors 1Q18 Investment Commentary – The Power of Pricing Power

RGA Investment Advisors 1Q18 Investment Commentary – The Power of Pricing Power.....»»

Category: blogSource: valuewalkMay 1st, 2018

Grey Owl Capital Management 1Q18 Commentary – Uneven Path to Outperformance

Grey Owl Capital Management commentary for the first quarter en.....»»

Category: blogSource: valuewalkMay 1st, 2018

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 .....»»

Category: blogSource: valuewalkMay 1st, 2018

Hazelton Capital Partners 1Q18 Letter To Investors – Long USA Technologies, Inc. (USAT)

Hazelton Capital Partners letter to in.....»»

Category: blogSource: valuewalkMay 1st, 2018

Vulcan Value Partners Commentary - Q1 2018

Vulcan Value Partners Commentary - Q1 2018.....»»

Category: topSource: seekingalphaMay 1st, 2018