Category: Value Investing
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Value Investing Q4 Letter Recaps: ROST, EW, SPOT
Our Value Investing Letter Recaps keep things simple. Each email focuses on three value investing hedge fund letters, three ideas, all digestible in roughly three minutes. Within each idea we answer four main questions: What does the business do? Why is it a good bet? Why does the opportunity exist? What is the prize if you’re right?…
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Value Investing Q4 Letter Recaps: MFG.AX, BJ, ARW
Our Value Investing Letter Recaps keep things simple. Each email focuses on three value investing hedge fund letters, three ideas, all digestible in roughly three minutes. Within each idea we answer four main questions: What does the business do? Why is it a good bet? Why does the opportunity exist? What is the prize if you’re right?…
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Value Investing Q3 Letter Recaps: CLAR, UD, TIGO
Our Value Investing Letter Recaps keep things simple. Each email focuses on three value investing hedge fund letters, three ideas, all digestible in roughly three minutes. Within each idea we answer four main questions: What does the business do? Why is it a good bet? Why does the opportunity exist? What is the prize if you’re right?…
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Value Investing Q3 Letter Recaps: ABG, RICK, VRRA
Our Value Investing Letter Recaps keep things simple. Each email focuses on three value investing hedge fund letters, three ideas, all digestible in roughly three minutes. Within each idea we answer four main questions: What does the business do? Why is it a good bet? Why does the opportunity exist? What is the prize if you’re right?…
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Value Investing Q3 Letter Recaps: ASTL, CVNA, ESTC
Our Value Investing Letter Recaps keep things simple. Each email focuses on three value investing hedge fund letters, three ideas, all digestible in roughly three minutes. Within each idea we answer four main questions: What does the business do? Why is it a good bet? Why does the opportunity exist? What is the prize if you’re right?…
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Value Investing Q3 Letter Recaps: AMBP, AHT.LSE, FFH.TSX
Our Value Investing Letter Recaps keep things simple. Each email focuses on three value investing hedge fund letters, three ideas, all digestible in roughly three minutes. Within each idea we answer four main questions: What does the business do? Why is it a good bet? Why does the opportunity exist? What is the prize if you’re right?…
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Value Investing Q3 Letter Recaps: CACI, SE, NWSA
Our Value Investing Letter Recaps keep things simple. Each email focuses on three value investing hedge fund letters, three ideas, all digestible in roughly three minutes. Within each idea we answer four main questions: What does the business do? Why is it a good bet? Why does the opportunity exist? What is the prize if you’re right?…
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Value Investing Q3 Letter Recaps: PX, TRMR, HGTY
Our Value Investing Letter Recaps keep things simple. Each email focuses on three value investing hedge fund letters, three ideas, all digestible in three minutes. Within each idea we answer four main questions: What does the business do? Why is it a good bet? Why does the opportunity exist? What is the prize if you’re right? Quick…
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Value Investing Q3 Letter Recaps: SECU, SSNC, META
Our Value Investing Letter Recaps keep things simple. Each email focuses on three value investing hedge fund letters, three ideas, all digestible in three minutes. Within each idea we answer four main questions: What does the business do? Why is it a good bet? Why does the opportunity exist? What is the prize if you’re right? Quick…
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Value Investing Q3 Letter Recaps: SATS, ENVA, HAT
Our Value Investing Letter Recaps keep things simple. Each email focuses on three value investing hedge fund letters, three ideas, all digestible in three minutes. Within each idea we answer four main questions: What does the business do? Why is it a good bet? Why does the opportunity exist? What is the prize if you’re right? Quick…