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Author Archive - Jose Karlo Mari Tottoc

John Rogers’ Top 10 Stock Picks

John Rogers’ Top 10 Stock Picks

In this article, we shared Ariel Investments’ founder John Rogers’ top 10 stock picks. You can skip our detailed discussion of Rogers’ investment...

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March 3 - Hedge Funds, News - Comments

John Rogers’ Top 10 Stock Picks

John Rogers’ Top 5 Stock Picks

In this article, we discuss John Rogers’ top 5 stock picks. To read about Rogers’ investment philosophy and interesting details about his...

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March 3 - Hedge Funds, News - Comments

Tesla Motors Inc (NASDAQ:TSLA), Logo on a Car, Sign, Brand, signage, electric car,

Bireme Capital: “We are Short Tesla (TSLA)”

Bireme Capital, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A net return...

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March 3 - Hedge Fund Investor Letters, News - Comments

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Here’s Why Semper Augustus Investments Trimmed its Dollar General (DG) Position

Semper Augustus Investments Group, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded...

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March 3 - Hedge Fund Investor Letters, News - Comments

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Bireme Capital’s Q4 2020 Investor Letter

Bireme Capital, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A net return...

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March 3 - Hedge Fund Investor Letters, News - Comments

Here’s Why Semper Augustus Investments Liquidated their Skyworks (SWKS) Position

Semper Augustus Investments Group, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded...

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March 2 - Hedge Fund Investor Letters, News - Comments

Billionaire Julian Robertson On Interest Rates and His Top Stock Picks For 2021

In this article, we shared billionaire Julian Robertson’s top 10 stock picks. You can skip our detailed discussion of Robertson’s investment...

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February 27 - Hedge Funds, News - Comments

TIGER MANAGEMENT

Billionaire Julian Robertson’s Top 5 Stock Picks

In this article, we discuss billionaire Julian Robertson’s top 5 stock picks. For Robertson’s comments on interest rates as well as certain...

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February 27 - Hedge Funds, News - Comments

Stan Druckenmiller DUQUESNE CAPITAL

Billionaire Stan Druckenmiller’s Top 10 Stock Picks

In this article we take a look at billionaire Stan Druckenmiller’s top 10 stock picks. The billionaire is making waves as he recently revealed that...

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February 27 - Hedge Funds, News - Comments

DUQUESNE CAPITAL

Billionaire Stan Druckenmiller’s Top 5 Stock Picks

In this article we discuss Billionaire Stan Druckenmiller’s Top 5 Stock Picks. If you want to read our detailed analysis of Stanley Druckenmiller...

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February 27 - Hedge Funds, News - Comments

15 Fastest Growing Biotech Companies in the US

In this article we talk about 15 fastest growing biotech companies in the US. You can skip our detailed analysis of the biotech industry and go to 5 Fastest...

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February 27 - Lists, News - Comments

15 Fastest Growing Biotech Companies in the US

5 Fastest Growing Biotech Companies in the US

In this article we discuss the 5 Fastest Growing Biotech Companies in the US. If you want to read our detailed analysis of the biotech industry and why...

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February 27 - Lists, News - Comments

GreenWood Investors’ CTT – Correios De Portugal, S.A. (CTT.LS) Investment Thesis

GreenWood Investors LLC, a collaborative investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded...

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February 26 - Hedge Fund Investor Letters, News - Comments

Semper Augustus’ Walt Disney (DIS) Investment Thesis

Semper Augustus Investments Group, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded...

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February 26 - Hedge Fund Investor Letters, News - Comments

Easiest Countries to Become a Lawyer

Third Point Believes Prudential PLC’s Asian Franchise is Substantially Undervalued

Third Point LLC, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A net return...

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February 25 - Hedge Fund Investor Letters, News - Comments

Tesla

Top 10 Car Company Stocks to Invest In

In this article we discuss the top 10 car company stocks to invest in. You can skip our discussion of the automotive industry outlook and some highlights...

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February 25 - Hedge Funds, News - Comments

Top 5 Car Company Stocks to Invest In

In this article we discuss the Top 5 Car Company Stocks to Invest In. If you want to read our detailed analysis of these companies, go directly to the...

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February 25 - Hedge Funds, News - Comments

Quickest and Easiest Masters Degrees to Get Online

10 Cheap Stocks To Invest In (February 2021)

In this article we take a look at 10 cheap stocks to invest in (February 2021). You can skip our detailed discussion of our criteria of choosing these...

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February 24 - Hedge Funds, News - Comments

10 best online brokers for non US residents

5 Cheap Stocks To Invest In (February 2021)

In this article we discuss the 5 Cheap Stocks To Invest In (February 2021). If you want to read our detailed analysis of these stocks, go directly to...

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February 24 - Hedge Funds, News - Comments

Quickest and Easiest Masters Degrees to Get Online

Semper Augustus Investment Group’s Q4 2020 Investor Letter

Semper Augustus Investments Group, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded...

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February 23 - Hedge Fund Investor Letters, News - Comments

Coho Capital on Pershing Square Tontine (PSTH): “Heads I Win, Tails I Don’t Lose Much”

Coho Capital Management LLC, an Oregon-based investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be...

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February 23 - Hedge Fund Investor Letters, News - Comments

“DuPont Will Likely Emerge Much Stronger in 2021” Says Rhizome Partners

Rhizome Partners, a long-term capital investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded...

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February 23 - Hedge Fund Investor Letters, News - Comments

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Rhizome Partners: “INDUS (INDT) Looks, Feels, and Talks Like a Billion-Dollar Public REIT”

Rhizome Partners, a long-term capital investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded...

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February 23 - Hedge Fund Investor Letters, News - Comments

Rhizome Partners: “Berry Global (BERY) is the ‘Rodney Dangerfield’ of Value Investments”

Rhizome Partners, a long-term capital investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded...

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February 23 - Hedge Fund Investor Letters, News - Comments

States with the Best Roads in America

Rhizome Partners Continues to be ‘Excited’ about Univar Solutions (UNVR)

Rhizome Partners, a long-term capital investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded...

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February 23 - Hedge Fund Investor Letters, News - Comments

Here’s Why Calumet Specialty (CLMT) Became Rhizome Partners’ Largest Mistake

Rhizome Partners, a long-term capital investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded...

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February 23 - Hedge Fund Investor Letters, News - Comments

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SRK Capital: “Tile Shop (TTSH) was a Huge Winner for Us”

SRK Capital, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A net return...

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February 23 - Hedge Fund Investor Letters, News - Comments

Is Nocopi Technologies (NNUP) A Smart Long-Term Buy?

SRK Capital, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A net return...

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February 23 - Hedge Fund Investor Letters, News - Comments

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Third Point Sees Enormous Shareholder Value Creation in Intel (INTC)

Third Point LLC, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A net return...

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February 23 - Hedge Fund Investor Letters, News - Comments

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Third Point: ‘Upstart (UPST) Exemplifies Our Approach to Lifecycle Investing’

Third Point LLC, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A net return...

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February 23 - Hedge Fund Investor Letters, News - Comments

Here’s Why Choice Equities Thinks that Viad Corp (VVI) is a Great Investment

Choice Equities Capital Management, a boutique investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be...

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February 23 - Hedge Fund Investor Letters, News - Comments

Choice Equities Sees a ‘Promising Figure’ in Select Interior Concepts (SIC)

Choice Equities Capital Management, a boutique investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be...

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February 23 - Hedge Fund Investor Letters, News - Comments

Is Pitney Bowes (PBI) A Smart Long-Term Buy?

Choice Equities Capital Management, a boutique investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be...

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February 23 - Hedge Fund Investor Letters, News - Comments

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‘At Home Group (HOME) Will Benefit From the Re-Suburbanization Trend’ Says Choice Equities

Choice Equities Capital Management, a boutique investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be...

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February 23 - Hedge Fund Investor Letters, News - Comments

Coho Capital Management’s Q4 2020 Investor Letter

Coho Capital Management LLC, an Oregon-based investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be...

Keep Reading →

February 23 - Hedge Fund Investor Letters, News - Comments

GreenWood Investors’ Q4 2020 Investor Letter

GreenWood Investors LLC, a collaborative investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded...

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February 23 - Hedge Fund Investor Letters, News - Comments

18 Countries with the Lowest Individual Tax Rates in the World

Rhizome Partners’ Q4 2020 Investor Letter

Rhizome Partners, a long-term capital investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded...

Keep Reading →

February 23 - Hedge Fund Investor Letters, News - Comments

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SRK Capital’s Q4 2020 Investor Letter

SRK Capital, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A net return...

Keep Reading →

February 23 - Hedge Fund Investor Letters, News - Comments

Third Point’s Q4 2020 Investor Letter

Third Point LLC, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A net return...

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February 23 - Hedge Fund Investor Letters, News - Comments

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Top 10 Energy Sector Stocks for 2021

In this article we take a look at the top 10 energy sector stocks for 2021. Analysts believe that the energy sector is set to recover in 2021 after facing...

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February 22 - Hedge Funds, News - Comments

Is Gan Limited (GAN) A Smart Long-Term Buy?

Symmetry Invest, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A return...

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February 19 - Hedge Fund Investor Letters, News - Comments

Choice Equities on Magnite (MGNI): ‘Bear Case is Baseless and Without Merit’

Choice Equities Capital Management, a boutique investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be...

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February 19 - Hedge Fund Investor Letters, News - Comments

Here’s Why Saga Partners Sold Their Dropbox (DBX) Position

Saga Partners, a fundamental, long-term, value investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be...

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February 19 - Hedge Fund Investor Letters, News - Comments

Quickest and Easiest Masters Degrees to Get Online

Is GoodRx Holdings Inc. (GDRX) A Smart Long-Term Buy?

Saga Partners, a fundamental, long-term, value investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be...

Keep Reading →

February 19 - Hedge Fund Investor Letters, News - Comments

Choice Equities Capital Management’s Q4 2020 Investor Letter

Choice Equities Capital Management, a boutique investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be...

Keep Reading →

February 19 - Hedge Fund Investor Letters, News - Comments

Countries with the Smallest Government Per Capita in the World

Symmetry Invest’s Q4 2020 Investor Letter

Symmetry Invest, an investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be downloaded here. A return...

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February 19 - Hedge Fund Investor Letters, News - Comments

Is Roku Inc. (ROKU) A Smart Long-Term Buy?

Saga Partners, a fundamental, long-term, value investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be...

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February 18 - Hedge Fund Investor Letters, News - Comments

2021 Onwards will be a Breakout Year for Kura Sushi (KRUS) Says Roubaix Capital

Roubaix Capital LLC, an investment management firm, published its ‘Roubaix Fund Composite’ fourth-quarter 2020 Investor Letter – a copy of which...

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February 18 - Hedge Fund Investor Letters, News - Comments

Is Teladoc Health Inc. (TDOC) A Smart Long-Term Buy?

Saga Partners, a fundamental, long-term, value investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be...

Keep Reading →

February 18 - Hedge Fund Investor Letters, News - Comments

Quickest and Easiest Masters Degrees to Get Online

Saga Partners’ Q4 2020 Investor Letter

Saga Partners, a fundamental, long-term, value investment management firm, published its fourth-quarter 2020 Investor Letter – a copy of which can be...

Keep Reading →

February 17 - Hedge Fund Investor Letters, News - Comments

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