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Vilas Fund 4Q19 Commentary: Up 107% YTD

The Vilas Fund’s commentary for the fourth quarter ended December 31, 2019. Dear Vilas Fund Partners, The Vilas Fund, LP had a good year in... The post Vilas Fund 4Q19 Commentary: Up 107% YTD appeared first on ValueWalk......»»

Category: blogSource: valuewalkJan 14th, 2020

Bonhoeffer 4Q19: LIN’s local economies of scale

Bonhoeffer Fund commentary for the fourth quarter end.....»»

Category: blogSource: valuewalkFeb 14th, 2020

Vltava Fund 4Q19 Commentary: Price And Value (A User’s Manual)

Vltava Fund comment.....»»

Category: blogSource: valuewalkJan 8th, 2020

Vilas Fund 3Q19 commentary: Opportunity in Lincoln National and Viacom

Vila.....»»

Category: blogSource: valuewalkOct 25th, 2019

Vilas Fund 2Q19 Commentary: Danger In Markets

Vilas Fund commentary for the second quarter ended June 30, 2019. Dear Vilas Fund Partner, The Vilas Fund, LP rose 7.8% in the second quarter of 2019, bringing the year to date .....»»

Category: blogSource: valuewalkJul 25th, 2019

Vilas Fund 1Q19 Commentary: New Long Positions

Vilas Fund commentary for the first quarte.....»»

Category: blogSource: valuewalkApr 26th, 2019

Crescat Precious Metals Fund Opens

Crescat Capital commentary for the month of July 2020, discussing their Crescat Precious Metals Fund is now in business. Q2 2020 hedge fund letters, conferences and more D.....»»

Category: blogSource: valuewalkJul 23rd, 2020

Boyar Value Group 2Q20 Commentary

Boyar Value Group commentary for the second quarter ended June 2020, disucssing that S&P 500 is a market cap weighted index. Q2 2020 hedge fund letters, conferences and more “What you need to do is operate your company in such way, knowing Tha.....»»

Category: blogSource: valuewalkJul 23rd, 2020

Mawer Canada"s 2nd-Quarter Shareholder Commentary

Discussion of markets and holdingsCheck out Mawer Canadian Equity Fund Stock Picks » Download GuruFolio Report.....»»

Category: blogSource: gurufocusJul 8th, 2020

ACR 2Q20 Commentary: The Bubble in the Crash

Alpine Capital Research commentary for the second quarter ended June 2020, titled, “The Bubble in the Crash.” Q2 2020 hedge fund letters, confer.....»»

Category: dealsSource: nytJul 7th, 2020

Bonhoeffer Fund 1Q20 Commentary: Combined Motor Holdings Case Study

Bonhoeffer Fund commentary for the first quarter ended March 31, 2020, provind a case study on Combined Motor Holdings Limited (JSE:CMH). Q1 2020 hedge fund... The post Bonhoeffer Fund 1Q20 Co.....»»

Category: blogSource: valuewalkMay 29th, 2020

Has The Stock Market Gone Mad? Long Gambling Ideas

Logos LP  commentary for the month of May 2020, discussing online sports betting operators GameAccount Network (LON:GAN) and Draftkings Inc (NASDAQ:DKNG). Q1 2020 hedge fund... The post Has The Stock Market Gone Mad? Long Gamb.....»»

Category: blogSource: valuewalkMay 13th, 2020

Steven Romick"s FPA Crescent Fund 1st-Quarter Shareholder Commentary

Discussion of markets and holdingsCheck out Steven Romick Stock Picks » Download GuruFolio Report of Steven Romick (Updated on 05/10/2020)Related Stocks: C, WFC, HWM, AIG, BKNG, GOOG, FB,.....»»

Category: blogSource: gurufocusMay 11th, 2020

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