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Author Archive - Jose Karlo Mari Tottoc

Why Own Twitter When You Can Buy Facebook (META)?

RGAIA Investment Advisors, an independent, privately owned asset management firm recently published its second-quarter 2022 investor letter – a copy of which can be downloaded...

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September 7 - Hedge Fund Investor Letters, News

RGAIA Investment Advisors’ Q2 2022 Investor Letter

RGAIA Investment Advisors, an independent, privately owned asset management firm recently published its second-quarter 2022 investor letter – a copy of which can be downloaded...

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September 6 - Hedge Fund Investor Letters, News

Is it a Good Choice to Dispose Your Aspen Aerogels (ASPN)?

Brick By Brick Capital, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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September 4 - Hedge Fund Investor Letters, News

Is it Wise to Invest in Airbnb (ABNB)?

Brick By Brick Capital, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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September 4 - Hedge Fund Investor Letters, News

Brick By Brick Capital’s Q2 2022 Investor Letter

Brick By Brick Capital, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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September 4 - Hedge Fund Investor Letters, News

Is Extreme Networks (EXTR) a Smart Long-Term Buy?

Voss Capital, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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September 4 - Hedge Fund Investor Letters, News

Voss Capital’s Q2 2022 Investor Letter

Voss Capital, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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September 4 - Hedge Fund Investor Letters, News

First Eagle Investments: “We Were Encouraged that ABEV Continued to Gain Market Share”

First Eagle Investments is an independent, privately owned asset management firm dedicated to serving the needs of individuals and institutions worldwide as well as the financial...

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September 4 - Hedge Fund Investor Letters, News

Here’s Why You Should Consider Investing in Danone (DANOY)

First Eagle Investments is an independent, privately owned asset management firm dedicated to serving the needs of individuals and institutions worldwide as well as the financial...

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September 4 - Hedge Fund Investor Letters, News

Is it Still Safe to Own BAE Systems (BAESY)’s Stock?

First Eagle Investments is an independent, privately owned asset management firm dedicated to serving the needs of individuals and institutions worldwide as well as the financial...

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September 4 - Hedge Fund Investor Letters, News

First Eagle Investments Overseas Fund’s Q2 2022 Investor Letter

First Eagle Investments is an independent, privately owned asset management firm dedicated to serving the needs of individuals and institutions worldwide as well as the financial...

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September 4 - Hedge Fund Investor Letters, News

First Eagle Investments: “We Remain Constructive on Newmont (NEM)”

First Eagle Investments is an independent, privately owned asset management firm dedicated to serving the needs of individuals and institutions worldwide as well as the financial...

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September 4 - Hedge Fund Investor Letters, News

Here’s Why First Eagle Investments Remain Confident in HCA Healthcare (HCA)

First Eagle Investments is an independent, privately owned asset management firm dedicated to serving the needs of individuals and institutions worldwide as well as the financial...

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September 4 - Hedge Fund Investor Letters, News

Here’s What Makes Oracle Corp. (ORCL) a Good Stock Investment

First Eagle Investments is an independent, privately owned asset management firm dedicated to serving the needs of individuals and institutions worldwide as well as the financial...

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September 4 - Hedge Fund Investor Letters, News

First Eagle Investments Continue to Like Meta Platforms (FB)

First Eagle Investments is an independent, privately owned asset management firm dedicated to serving the needs of individuals and institutions worldwide as well as the financial...

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September 4 - Hedge Fund Investor Letters, News

5 Most Valuable Oil Companies in the World

In this article, we will discuss the 5 most valuable oil companies in the world.

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September 2 - News

Should You Consider Acquiring Colgate-Palmolive (CL) Shares?

First Eagle Investments is an independent, privately owned asset management firm dedicated to serving the needs of individuals and institutions worldwide as well as the financial...

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September 2 - Hedge Fund Investor Letters, News

Here’s Why First Eagle Investments Continue to Like Alibaba (BABA)

First Eagle Investments is an independent, privately owned asset management firm dedicated to serving the needs of individuals and institutions worldwide as well as the financial...

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September 2 - Hedge Fund Investor Letters, News

Here’s What Makes Philip Morris (PM) a Good Investment

First Eagle Investments is an independent, privately owned asset management firm dedicated to serving the needs of individuals and institutions worldwide as well as the financial...

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September 2 - Hedge Fund Investor Letters, News

Here’s What Makes Exxon Mobil (XOM) a Great Investment Pick

First Eagle Investments is an independent, privately owned asset management firm dedicated to serving the needs of individuals and institutions worldwide as well as the financial...

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September 2 - Hedge Fund Investor Letters, News

First Eagle Investments Global Fund’s Q2 2022 Investor Letter

First Eagle Investments is an independent, privately owned asset management firm dedicated to serving the needs of individuals and institutions worldwide as well as the financial...

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September 2 - Hedge Fund Investor Letters, News

Tidefall Capital’s Q2 2022 Investor Letter

Tidefall Capital LP, an asset management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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September 2 - Hedge Fund Investor Letters, News

Is it Safe to Invest in Bausch Health (BHC)?

Miller Value Partners, an investment management firm, published its “Miller Opportunity Trust Fund” second quarter 2022 investor letter – a copy of which can be downloaded...

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September 1 - Hedge Fund Investor Letters, News

Here’s Why You Should Consider Investing in Coinbase Global (COIN)

Miller Value Partners, an investment management firm, published its “Miller Opportunity Trust Fund” second quarter 2022 investor letter – a copy of which can be downloaded...

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September 1 - Hedge Fund Investor Letters, News

Here’s What Makes Karuna Therapeutics (KRTX) a Great Investment Choice

Miller Value Partners, an investment management firm, published its “Miller Opportunity Trust Fund” second quarter 2022 investor letter – a copy of which can be downloaded...

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September 1 - Hedge Fund Investor Letters, News

Miller Value Partners Opportunity Trust Fund’s Q2 2022 Investor Letter

Miller Value Partners, an investment management firm, published its “Miller Opportunity Trust Fund” second quarter 2022 investor letter – a copy of which can be downloaded...

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September 1 - Hedge Fund Investor Letters, News

Is it Still a Good Move to Invest in Howard Hughes Corp. (HHC)?

Rhizome Partners, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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September 1 - Hedge Fund Investor Letters, News

Is Prologis (PLD) a Worthy Investment?

Rhizome Partners, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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September 1 - Hedge Fund Investor Letters, News

Rhizome Partners: “FRP Holdings (FRPH) Continues to Execute Well”

Rhizome Partners, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 31 - Hedge Fund Investor Letters, News

Is it Still Worthy to Invest in Cross Country Healthcare (CCRN)?

Rhizome Partners, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 31 - Hedge Fund Investor Letters, News

Rhizome Partners: “HireQuest (HQI) can Grow to 5 Times its Current Size”

Rhizome Partners, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 31 - Hedge Fund Investor Letters, News

Is it a Wise Choice to Invest in Berry Global (BERY)?

Rhizome Partners, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 31 - Hedge Fund Investor Letters, News

Rhizome Partners: “Ardagh Metal (AMBP) has the Potential to Generate 100-200% Return in the Next 3 Years”

Rhizome Partners, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 31 - Hedge Fund Investor Letters, News

Is it Still Worthy to Invest in Univar (UNVR)?

Rhizome Partners, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 27 - Hedge Fund Investor Letters, News

Rhizome Partners’ Q2 2022 Investor Letter

Rhizome Partners, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

August 27 - Hedge Fund Investor Letters, News

Should You Still Consider Buying Coinbase (COIN) Shares?

Hayden Capital, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 27 - Hedge Fund Investor Letters, News

Hayden Capital’s Q2 2022 Investor Letter

Hayden Capital, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 27 - Hedge Fund Investor Letters, News

Here’s What Makes Gee Group (JOB) a Great Investment Pick

SRK Capital, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 27 - Hedge Fund Investor Letters, News

Is Heritage Global (HGBL) a Smart Long-Term Buy?

SRK Capital, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 27 - Hedge Fund Investor Letters, News

Is Harrow Health (HROW) a Wise Investment Choice?

SRK Capital, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 27 - Hedge Fund Investor Letters, News

SRK Capital’s Q2 2022 Investor Letter

SRK Capital, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 27 - Hedge Fund Investor Letters, News

Poshmark (POSH) Landed in MPE Capital’s Detractor List

MPE Capital, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 27 - Hedge Fund Investor Letters, News

Altice USA (ATUS) was a “Costly Mistake” for MPE Capital

MPE Capital, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 27 - Hedge Fund Investor Letters, News

Here’s What Makes The Carlyle Group (CG) a Great Investment Choice

Vulcan Value Partners, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 27 - Hedge Fund Investor Letters, News

MPE Capital’s Q2 2022 Investor Letter

MPE Capital, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 27 - Hedge Fund Investor Letters, News

Is it Still Worth Investing in TransDigm Group (TDG)?

Vulcan Value Partners, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 27 - Hedge Fund Investor Letters, News

Vulcan Value Partners: “Porch (PRCH)’s Operating Performance has Been in Line With Our Expectations”

Vulcan Value Partners, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 27 - Hedge Fund Investor Letters, News

Vulcan Value Partners: “Sleep Number (SNBR)’s Long-Term Outlook is Strong”

Vulcan Value Partners, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 27 - Hedge Fund Investor Letters, News

Here’s Why Vulcan Value Partners Remains Optimistic in Amazon (AMZN)

Vulcan Value Partners, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

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August 27 - Hedge Fund Investor Letters, News

Vulcan Value Partners: “Splunk (SPLK)’s Long-Term Prospects Remain Strong”

Vulcan Value Partners, an investment management firm, published its second-quarter 2022 investor letter – a copy of which can be downloaded here.

Keep Reading →

August 27 - Hedge Fund Investor Letters, News

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