We will be sharing Q2 2021 hedge fund investor letters in this article.
Letters and Updates
- Andaz Private Investments ($NTNX)
- East 72 ($TRUP, $BOWX, $MAC, $SPOT)
- SVN Capital ($HEI, $KKR)
- Guardian Fund ($SHOP, $PLTR, $RBLX, $SPOT)
- Stewart Asset Management ($DPZ)
- Palm Valley Capital Management ($VWTR, $CRD-A, $CRI, $DOX, $OR, COG, $UG, $EZPW, $SCHL)
- Black Bear Value Partners ($AN, $BRK-B, $NVR, $NTDOY, $TPL)
- Headwaters Capital ($MASI, $ABCM, $INSP, $BSY)
- LongRiver Investments ($AMZN,...
