Fundsmith Equity 2020 Q1 Investor Letter
Terry Smith’s Fundsmith Equity Fund lost 7.9% year-to-date and outperformed the MSCI World Index by nearly 8 percentage points. You can download...
Posts Tagged ‘Hedge Fund Investor Letters’
World’s Most Bearish Fund Hates Tesla, Apple But Likes This Stock
We recently came across an Australian publicly traded investment fund’s investor letter. East 72 is one of the most bearish fund’s in the...
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...
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...
Baupost Capital 2018 Q4 Investor Letter
If I had shown you an investor letter from a fund manager whose non-micro-cap stock picks underperformed the market by an average of 2 percentage points...
Lakewood Capital Management Investor Letter: Short Theses on Axon Enterprise (AAXN), AeroVironment (AVAV)
Anthony Bozza‘s Lakewood Capital Management suffered a net loss of 1.2% in Q2, being dragged down by its short positions in particular, including...
Corsair Capital Management Investor Letter: Concerns About Trump Tariffs, Tech Valuations
Jay Petschek (pictured below) and Steven Major’s Corsair Capital Management has delivered market-beating returns since its founding over 25 years...
Kerrisdale Capital Investor Letter: The Bullish Thesis That Lead to 80% Q3 Returns
Sahm Adrangi‘s Kerrisdale Capital was the top performing hedge fund tracked by our database in Q3 according to our returns methodology. The fund...
Harbor Spring Capital Investor Letter: Why Activision Blizzard (ATVI), Entercom (ETM) Look Undervalued
Amit Nitin Doshi‘s Harbor Spring Capital has been a strong performer since its mid-2013 inception, with annualized gross returns of 14.5% through...
Trapeze Asset Management Q3 Investor Letter: Bull Market to Keep Roaring; Gold & Oil Undervalued
Trapeze Asset Management, which will undergo a name change to Generation Portfolio Management Corp. on November 30, released its latest quarterly investor...
Pershing Square 2018 Q3 Investor Letter: The Latest on Every Bill Ackman Stock Pick
Billionaire Bill Ackman of hedge fund Pershing Square is in the midst of a strong rebound in 2018 as he seeks to put his recent investing woes behind...
Is Paypal Holdings Inc (PYPL) A Good Investment Right Now?
Is Paypal Holdings Inc (NASDAQ:PYPL) a good investment right now? We check hedge fund and billionaire investor sentiment before delving into hours of...
Tiger Global Throws Support Behind Struggling Chinese Stocks
Billionaire Chase Coleman‘s Tiger Global Management is stressing patience when it comes to the $25 billion investment firm’s Chinese stock...
David Einhorn Investor Letter: Long Altice USA Inc (ATUS), BT Group PLC (BT), Still Short Tesla Inc (TSLA)
David Einhorn‘s Greenlight Capital has yet to submit its 13F for the September 30 reporting period, but thanks to the fund’s Q3 investor letter...
Phyto Partners: A Venture Capital Fund Worth Following In The Marijuana Industry
Insider Monkey is in the business of identifying and following smart insiders, hedge fund managers and prominent investors. Our flagship investment strategy...
Iqvia Holdings Inc (IQV): Why RiverPark Loves This Health Care Services Company
RiverPark is bullish on Iqvia Holdings Inc (NYSE:IQV) in which the fund started a new position during the fourth quarter of 2017. In its Long/Short Opportunity...
Why Bill Ackman Likes Nike (NKE) and How He Plans to Turn Around His Struggling Fund
From being on top of the investing world in 2014, it’s been a relatively short and hard fall for Bill Ackman‘s Pershing Square, the multi-...
Upslope Capital Opens Short Position In Crown Holdings, Inc. (CCK)
Upslope Capital recently published its Q4 investor letter in which the investment firm discussed important changes to its portfolio positions during the...
Top Performing Fund Goes Short On Sanderson Farms, Inc. (SAFM)
Wolf Hill Capital is bearish on Sanderson Farms, Inc. (NASDAQ:SAFM), the third-largest domestic poultry producer in the United States. The top-performing...
Constellium NV (CSTM): Why Wolf Hill Capital Loves This Aluminum Stock
Wolf Hill Capital is bullish on Constellium NV (NYSE:CSTM), a Netherlands-based developer of aluminum products. Constellium had a solid year in 2017,...
Jana Partners 2017 Q4 Investor Letter
In this article we are going to share highlights from Jana Partners’ 2017 Q4 investor letter. JANA Master Fund returned 5.6% net of fees and expenses...
Interviews with David Einhorn and Warren Buffett Protege Todd Combs
We are going to bring two interviews with billionaire hedge fund manager David Einhorn and Warren Buffett‘s protege Todd Combs. David Einhorn made...
EZCORP Inc (EZPW): Hazelton Capital Partners Continues to Give the Thumbs Up
Hazelton Capital Partners, LLC is a fund that has beaten the market so far in 2017. According to the fund’s Q3 letter, the fund returned 16.2% year...
Cambrex Corporation (CBM): 33% Downside Risk According to Lakewood Capital Investor Letter
Analysts remain optimistic that Cambrex Corporation (NYSE:CBM) will enjoy revenue and earnings growth next year despite sales pressure on its leading...
Long-Term Alibaba Group Holding Ltd (BABA) Investors Should Read This
Alibaba Group Holding Ltd (NYSE:BABA) shares almost doubled since the US presidential elections. As a long-term Alibaba Group Holding Ltd shareholder...
Lakewood Capital 2017 Q3 Investor Letter
We look forward to receiving Lakewood Capital’s investor letters every quarter. Anthony Bozza is a skilled short seller and he provides detailed...
Billionaire David Einhorn Talks “Bubble Shorts” (Tesla, Amazon, Netflix) in Q3 Investor Letter
Billionaire David Einhorn‘s Greenlight Capital has just released its third-quarter investor letter, in which the fund dished out commentary on three...
Greenlight Capital 2017 Q3 Investor Letter
David Einhorn’s Greenlight Capital published its 2017 Q3 investor letter. You can download a copy of the letter below. “The Greenlight Capital...
Wedgewood Capital Investor Letter
Wedgewood Capital recently published its 2017 Q3 investor letter. You can download a copy of Wedgewood Capital’s 2017 Q3 investor letter below....
Trapeze Asset Investor Letter: Sticking With Foot Locker (FL), Bails on Dicks (DKS)
Trapeze Asset Management released its second-quarter investor letter recently, which detailed some of the fund’s moves during the period. With the...
Motiwala Capital Investor Letter: Why Small Fund Finds These Five Stocks Undervalued
Looking through hedge funds’ letters to investors is a useful window into some processes behind their stock picking. In this article, we are going...
Mott Capital 2017 Q3 Investor Letter
Michael Kramer’s Mott Capital released its 2017 Q3 investor letter. You can download a copy of the letter below. The boldest statement in the...
Alibaba Group Holding Ltd (BABA): Why Billionaire Dan Loeb Loves This Stock Again
Dan Loeb‘s Third Point recently issued its second-quarter letter to investors, in which the fund discussed several of its moves made during the...
Netflix, Inc. (NFLX): Key Metrics Are Deteriorating Says Billionaire Einhorn
Netflix, Inc. (NASDAQ:NFLX) remains a major target of billionaire hedge fund manager David Einhorn of Greenlight Capital, who’s been launching verbal...
Discover Financial Services (DFS): The Rodney Dangerfield of the Credit Industry
Discover Financial Services (NYSE:DFS) doesn’t get no respect. That’s the message from Burr Capital LLC’s Rahul Ray, who discussed the...
Tesla Motors Inc (TSLA) Not Overvalued ~ Exclusive Look At Mott Capital’s Q2 Investor Letter
It was a solid first-half of 2017 for the markets, despite a lot of doom and gloom analysis suggesting that we are approaching or have already entered...
Tesla Inc (TSLA): Why This Bear Threw In The Towel
While its cars are near-universally praised, Tesla Inc (NASDAQ:TSLA) has plenty of detractors when it comes to its viability as a business model and investment...
International Game Technology Ordinary Shares (IGT): Why Double Down Interactive Sale Was a Coup
International Game Technology Ordinary Shares (NYSE:IGT) scored a very favorable deal with the sale of its Double Down Interactive unit according to commentary...
TrueCar Inc (TRUE): Will “Poor Earnings Quality” Crash This Stock?
William Martin of Raging Capital Management believes TrueCar Inc (NASDAQ:TRUE) investors should pay attention to objects in their investment’s rear...
Lions Gate Entertainment Corp. (USA) (LGF): Why Passive Investing Could Be To Blame For Lagging Stock
Lions Gate Entertainment Corp. (USA) (NYSE:LGF) investors can probably point at least some of the blame for Lions Gate’s lackadaisical stock performance...
Honeywell International Inc. (HON): Why Dan Loeb’s $20 Billion Spinoff Proposal May Be Far-Fetched
Billionaire Dan Loeb, the head of $15 billion hedge fund Third Point, has his eyes set on a $20 billion prize. The money manager’s first-quarter...
Tesla Inc (TSLA): Billionaire David Einhorn’s Unflattering Image of Tesla Investors
David Einhorn, the billionaire manager of Greenlight Capital doesn’t exactly have a positive image of Tesla Inc (NASDAQ:TSLA) investors, viewing...
Tesla Inc (TSLA): Is It Doomed to the Same Fate As Radio Stocks?
Vilas Capital is probably no stranger to Tesla Inc (NASDAQ:TSLA) investors, as the fund has been an outspoken critic of Tesla in the past, calling it &#...
Is Index Investing Turning Into A Bubble? This Billion Dollar Hedge Fund Thinks So (And Has The Data To Prove It)
The popularity of index funds and ETFs has risen exponentially since the financial crisis of 2008-2009, to the point where they now overshadow their actively...
Weitz Investment Looks to Visa (V), Amazon (AMZN), Others for Big Returns After Subpar 2016
Wallace R. Weitz‘s Weitz Investment Management was founded in 1983 by Mr. Weitz, with a philosophy of investing in strong businesses at discounted...
Mott Capital Says Netflix (NFLX) At Forefront of Paradigm Shift, Talks Disney, Hain, NXPI Deal, More
Michael Kramer’s Mott Capital just released its Q4 letter to investors, which discussed the fund’s trying 2016 and some of its portfolio moves...
Apple Inc, Facebook Inc, Amazon, Alibaba: $300 Million Value Investor Likes Only Two Of These
Value investors have been complaining about the overvaluation in the equity markets for a very long time. Shiller’s cyclically adjusted P/E (CAPE...
Grey Owl Sees Large Upside For 3 High-Yield REITs; Bullish On 2 Other Stocks
Grey Owl Capital Management is a value-oriented investment management firm founded in May 2009. The fund, which is located in Falls Church, Virginia,...
Vulcan Value Partners Talks Oracle (ORCL)’s Value, Plus New Positions in McKesson (MCK), Qorvo (QRVO), More
Vulcan Value Partners, Llc is a Birmingham-based hedge fund. The fund invests in publicly-traded companies using a long-term investment horizon. The fund...
Mittleman Brothers Still Not Impressed By AMC’s Carmike (CKEC) Offer, Scores Big With Revlon (REV), IGT
Mittleman Brothers is a New York-based hedge fund, which has a US equity portfolio worth $220 million as of the end of September. The fund managed around...
