We will be sharing Q3 2020 hedge fund investor letters in this article.
Letters and Updates
- Palm Valley Capital ($CRD, $PTVCB, $KELYA, $SCHL, $AMRK, $CFFN, $DNOW)
- Andaz Private Investments ($DISCA, $SDGR)
- Oakmark Funds’ Bill Nygren ($WFC, $ZM)
- Ensemble Fund ($CMG, $NTDOY, $NVR, $FRC, $BR, $GOOG, $ISRG)
- VLTAVA Fund ($CVS)
- Distillate Capital ($AAPL)
- Black Bear Value Partners ($BRK.B, $TPL $PSX, $AN, $AWI)
- McLain Capital ($SNOW, $TAP)
- Worm Capital ($NKLA, $TSLA)
- Eschler Asset Management...
