What Does Rhizome Partners Think About CLMT’s Recent Performance?
Insider Monkey published the Q2 2019 Commentary of Rhizome Partners, you may read it here. In the said letter, Rhizome’s Managing Partner Bill Chen......(read more)
Hedge Fund Investor Letters
Why is Rhizome Partners Bullish About LAACZ?
Insider Monkey recently published Rhizome Partners’ Q2 2019 Commentary. In the said report, Rhizome’s Bill Chen highlighted a few stocks,......(read more)
Does Rhizome Partners Still Believe in BERY?
Insider Monkey has recently published a copy of Rhizome Partners’ Q2 2019 Commentary. In the said letter, Rhizome Partners highlighted a few stocks......(read more)
Avenir Corporation’s 2019 Midyear Review
Washington-based investment management firm Avenir Corporation released its 2019 Midyear Review – a copy of which can be downloaded below. The company......(read more)
Was Rhizome Partners Right About Griffin Industrial Realty, Inc. (GRIF)?
Insider Monkey has published a copy of Rhizome Partners’ 2019 Q2 investor letter. One of the stocks in the letter Rhizome talked about was Griffin......(read more)
Rhizome Partners Took A Victory Lap on The Howard Hughes Corporation (HHC)
Rhizome Partners felt vindicated and took a victory lap on its The Howard Hughes Corporation (NYSE:HHC) investment. You can download a copy of Rhizome......(read more)
Rhizome Partners’ Q2 2019 Commentary
New York-based Rhizome Partners published its Q2 investor letter recently. A copy of the letter can be downloaded below. The firm focuses on achieving......(read more)
Special Opportunities Fund Inc.’s June 2019 Semi Annual Report
Special Opportunities Fund, Inc. is a Milwaukee-based closed-end diversified management investment company incorporated in Maryland in 1993. It was formerly......(read more)
Willow Oak Asset Management, LLC’s Q2 2019 Investor Letter
New York-based Willow Oak Asset Management, LLC, a subsidiary of Enterprise Diversified, Inc., released its Q2 2019 Shareholders Letter – a copy......(read more)
Broyhill Asset Management’s August 2019 Investor Letter
Broyhill Asset Management, a boutique investment firm based in North Carolina, released its August 2019 Investor letter – a copy of which can be......(read more)
Hedge Fund Investor Letters 2019 Q2
We will be sharing hedge fund investor letters, stocks pitched at investment conferences, and hedge fund manager TV interviews in this article. Instead......(read more)
Del Principe | O’brien Financial Advisors’ August 2019 Investor Letter
Del Principe | O’Brien Financial Advisors, an Indianapolis-based registered investment advisory firm, recently released its August 2019 Investor......(read more)
PAR Technology Corporation’s Path to $80
Two years ago, we wrote a note on PAR Technology Corporation (PAR) titled PAR: A Framework for $30. The stock got within a whisker of $30 and now subsequently......(read more)
Goehring & Rozencwajg Associates, LLC’s Q2 2019 Natural Resource Market Commentary
Goehring & Rozencwajg Associates, LLC is a New York-based fundamental research firm that exclusively focuses on contrarian natural resource investments......(read more)
Pershing Square Holdings, Ltd.’s Semi-annual Investment Manager’s Report
Pershing Square Holdings, Ltd. is a closed-end fund launched by Bill Ackman’s Pershing Square Capital Management, L.P. in 2012. The current Chairman......(read more)
Lone Pine Capital 2019 Q2 Investor Letter
Lone Pine Capital’s flagship hedge fund outperformed the S&P 500 Index by nearly 8 percentage points per year since its inception in 1998. But......(read more)
GreenWood Investors, LLC’s Q2 2019 Investor Letter
GreenWood Investors, LLC is a New York-based collaborative investment company that invests in global transformations and business builders. This value......(read more)
Saga Partners’ Q2 2019 Investor Letter
Saga Partners, an Ohio-based investment management company, released its Q2 2019 Investor Letter – a copy of which can be downloaded below. The......(read more)
Coho Capital Management, LLC’s H1 2019 Investor Letter
Coho Capital Management, LLC is an Oregon-based investment management firm founded by Jake Rosser in 2007. The company recently released its investor......(read more)
Hayden Capital’s Q2 2019 Investor Letter
Hayden Capital, a New York-based investment management firm, released its Quarterly Investor Letter – a copy of which can be downloaded below. Founded......(read more)
Mittleman Brothers, LLC Quarterly Report June 2019
Mittleman Brothers, LLC, a New York-based investment management firm, released its Quarterly Report – a copy of which may be downloaded below. The......(read more)
Greenhaven Road Capital Partners Fund, L.P.’s Q2 2019 Investor Letter
Connecticut-based investment management firm, Greenhaven Road Capital Partners Fund, L.P., released its Investor Letter for the Second Quarter of 2019......(read more)
VGI Partners Pty Limited’s FY19 Investor Letter
VGI Partners Pty Limited is an Australia-based investment management company founded in 2008 by Robert M. P. Luciano. It’s headquartered in Sydney......(read more)
Fairholme Capital Management, LLC 2019 Semi-Annual Report
Fairholme Capital Management, LLC is a Miami-based registered investment adviser founded in 1997 by Bruce R. Berkowitz. The firm recently released its......(read more)
Third Avenue Management LLC’s Q2 2019 Shareholder Letter
Third Avenue Management LLC, a New York-based investment management company, released its Q2 2019 Portfolio Manager Commentary – a copy of which......(read more)
RLT Capital LLC’s First Half 2019 Partner Letter
RLT Capital LLC, an investment management firm based in Phoenix, Arizona, released its First Half 2019 Partner Letter – a copy of which you can......(read more)
Gator Capital Management, LLC’s Q2 2019 Investor Letter
Tampa-based boutique investment management firm, Gator Capital Management, LLC, released its Q2 2019 Investor Letter – a copy of which can be downloaded......(read more)
Apollo Investment Management Ltd’s Q2 2019 Manager’s Report
Apollo Investment Management Ltd is an investment management firm registered in the British Virgin Islands. Founded by Claire Barnes, the company focuses......(read more)
Tweedy, Browne Company LLC’s Q2 2019 Investor Report
Tweedy, Browne Company LLC, a Connecticut-based investment management firm established in 1920, manages the Tweedy, Browne Fund Inc. It recently released......(read more)
Third Point LLC’s Q2 2019 Investor Letter
Third Point LLC is a New York-based investment advising firm founded in 1995. The company released its Q2 2019 Investor letter – a copy of which......(read more)
Summers Value Partners LLC’s Q2 2019 Investor Letter
Summers Value Partners LLC is a Denver-based boutique value manager founded in 2018 by Andrew Summers. The firm’s fund, Summers Value Fund LP, is invested......(read more)
Laughing Water Capital, LP’s Q2 2019 Investor Letter
New York-based investment management company Laughing Water Capital, LP released its Q2 2019 Investor Letter – a copy of which can be downloaded......(read more)
Alta Fox Capital Management, LLC’s Q2 2019 Investor Letter
Fort Worth-based long/short hedge fund Alta Fox Capital, LLC released its quarterly letter – a copy of which can be downloaded below. The fund focuses......(read more)
Choice Equities Capital Management LLC’s Q2 2019 Investor Letter
Choice Equities Capital Management LLC, a North Carolina-based investment management firm, released its Investor Letter for the second quarter of 2019......(read more)
Maran Capital Management LLC’s Q2 2019 Investor Letter
Maran Capital Management LLC released its Q2 2019 Investor Letter – a copy of which can be downloaded below. The Denver-based firm, which is known......(read more)
Greenlight Capital’s Q2 2019 Investor Letter
Greenlight Capital is a New York-based long-short value-oriented hedge fund founded by David Einhorn in 1996. The fund is invested mainly in publicly......(read more)
Crescat Capital LLC’s Q2 2019 Research Letter
Crescat Capital LLC, a Denver-based global macro asset management company, released its Q2 2019 Research Letter. The firm is best known for its investment......(read more)
Blue Hawk Investment Group LLC’s Q2 2019 Commentary
Blue Hawk Investment Group, LLC is a Virginia-based investment management company that manages that Blue Hawk Fundamental Growth Fund, LP. Managed by......(read more)
Horizon Kinetics LLC’s Q2 2019 Market Commentary
Horizon Kinetics LLC, a New York-based investment advisory firm founded in 1994, released its Q2 2019 Commentary – a copy of which is available......(read more)
East 72 Holdings Limited’s Q2 2019 Report
East 72 Holdings Limited released its Q2 2019 Report – a copy of which can be downloaded below. Founded in 2016, East 72 is a leveraged investment......(read more)
Blue Tower Asset Management, LLC’s Q2 2019 Investor Letter
Blue Tower Asset Management, LLC is an investment management firm based in Austin, Texas. It released its Q2 2019 Investor Letter – a copy of which......(read more)
Curreen Capital Partners, LP’s Q2 2019 Investor Letter
Brooklyn-based investment management firm Curreen Capital Partners, LP released its Q2 2019 Investor Letter – a copy of which can be downloaded......(read more)
TGV Rubicon Stockpicker Fund’s H1 2019 Shareholder Letter
TGV Rubicon Stockpicker Fund, a Germany-based fund managed by Investmentaktiengesellschaft für langfristige Investoren TGV, released its shareholder......(read more)
Kerrisdale Capital’s Short Thesis About CareDx, Inc.
New York-based investment management firm Kerrisdale Capital recently released a short thesis about CareDx, Inc. – a copy of which can be downloaded......(read more)
White Brook Capital LLC’s 2019 Second Quarter Commentary
Chicago-based independent financial advisory firm White Brook Capital LLC has released its 2019 Second Quarter Commentary. Founded by Basil Alsikafi in......(read more)
First Eagle Investment Management July 2019 Insights
First Eagle Investment Management is a New York-based independent investment management firm that works on several funds which include First Eagle Fund......(read more)
Saber Capital Management LLC’s 2019 Midyear Update
North Carolina-based investment management company, Saber Capital Management, LLC, released its 2019 Midyear Update – a copy of which you can download......(read more)
Turtle Creek Asset Management Q2 2019 Commentary
Turtle Creek Asset Management, a Canada-based investment management firm, released its Q2 2019 Commentary – a copy of which can be downloaded below......(read more)
Silver Ring Value Partners LP’s Q2 2019 Investor Letter
Silver Ring Value Partners LP is a Boston-based investment firm that specializes in delivering long-term value by utilizing an intrinsic and robust approach......(read more)
Oldfield Partners LLP’s Q2 2019 Commentary
Oldfield Partners LLP, a London-based investment management company, recently released a Q2 2019 Commentary in its quarterly firm newsletter – a......(read more)
