Alluvial Capital Management’s Q1 2020 Investor Letter
Alluvial Capital Management, LLC is a registered investment advisory firm, that was founded in 2014 by a Chartered Financial Analyst, David Waters.
Author Archive - Alex Smith
Why Wedgewood Partners sold Ross Stores (ROST) stock?
Wedgewood Partners, a St. Louis, Missouri-based investment management firm, released its Q1 2020 Investor letter – a copy of which is available for download here.
Why Wedgewood Partners is Bullish on Microsoft (MSFT) Stock?
Wedgewood Partners, a St. Louis, Missouri-based investment management firm, released its Q1 2020 Investor letter – a copy of which is available for download here.
Why Wedgewood Partners is Bullish on Keysight Technologies (KEYS) Stock?
Wedgewood Partners, a St. Louis, Missouri-based investment management firm, released its Q1 2020 Investor letter – a copy of which is available for download here.
Why Wedgewood Partners sold Fastenal (FAST) stock?
Wedgewood Partners, a St. Louis, Missouri-based investment management firm, released its Q1 2020 Investor letter – a copy of which is available for download here.
Why Wedgewood Partners is Bullish on Edwards Lifesciences (EW) Stock?
Wedgewood Partners, a St. Louis, Missouri-based investment management firm, released its Q1 2020 Investor letter – a copy of which is available for download here.
Wedgewood Partners Opinion on Booking Holdings (BKNG) and Facebook (FB) Stocks
Wedgewood Partners, a St. Louis, Missouri-based investment management firm, released its Q1 2020 Investor letter – a copy of which is available for download here.
Why Wedgewood Partners is Bullish on NVIDIA (NVDA) and Electronic Arts (EA) Stocks?
Wedgewood Partners, a St. Louis, Missouri-based investment management firm, released its Q1 2020 Investor letter – a copy of which is available for download here.
Wedgewood Partners Q1 2020 Investor Letter
Wedgewood Partners, a St. Louis, Missouri-based investment management firm, released its Q1 2020 Investor letter. Wedgewood Partners returned -16.30% for the first quarter.
Why Horizon Kinetics is Bullish on Intercontinental Exchange (ICE) Stock?
Horizon Kinetics LLC, a New York-based investment advisory firm founded in 1994, released its Q1 2020 Commentary – a copy of which is available for download here.
Why Horizon Kinetics is Bullish on Charles River Laboratories (CRL) Stock?
Horizon Kinetics LLC, a New York-based investment advisory firm founded in 1994, released its Q1 2020 Commentary – a copy of which is available for download here.
Horizon Kinetics is Bullish on Archer Daniels Midland (ADM), Bearish on Mcdonald (MCD)
Horizon Kinetics LLC, a New York-based investment advisory firm founded in 1994, released its Q1 2020 Commentary – a copy of which is available for download here.
Why Horizon Kinetics is Bullish on Boeing (BA) Stock?
Horizon Kinetics LLC, a New York-based investment advisory firm founded in 1994, released its Q1 2020 Commentary – a copy of which is available for download here.
Horizon Kinetics Q1 2020 Investor Letter
Horizon Kinetics LLC, a New York-based investment advisory firm founded in 1994, released its Q1 2020 Commentary – a copy of which is available for download below.
Why Polen Global Growth is Bullish on Autodesk (ADSK) Stock?
Polen Capital Management, LLC, an independently-owned global investment manager, recently published its first-quarter global growth commentary – a copy of which can be downloaded...
Why Polen Global Growth is Bearish on O’Reilly Automotive (ORLY) Stock?
Polen Capital Management, LLC, an independently-owned global investment manager, recently published its first-quarter global growth commentary – a copy of which can be downloaded...
Why Polen Global Growth is Bullish on Facebook (FB)?
Polen Capital Management, LLC, an independently-owned global investment manager, recently published its first-quarter global growth commentary – a copy of which can be downloaded...
Polen Global Growth’s Q1 2020 Investor Letter
Polen Capital Management, LLC, an independently-owned global investment manager, recently published its first-quarter global growth commentary.
RF Capital is Bearish on Stage Stores (SSI) and Zagg (ZAGG)
RF Capital Management LLC is the investment management company founded by Roger Fan in 2017. Roger Fan is the fund’s Chief Investment Officer.
RF Capital is Bullish on GrafTech International (EAF) and Foot Locker (FL)
RF Capital Management LLC is the investment management company founded by Roger Fan in 2017. Roger Fan is the fund’s Chief Investment Officer.
RF Capital’s Q1 2020 Investor Letter
RF Capital Management LLC is the investment management company founded by Roger Fan in 2017. Roger Fan is the fund’s Chief Investment Officer.
Why Polen Capital is Bullish on Alphabet (GOOG) and Visa (V)
Polen Capital Management, LLC, an independently-owned global investment manager, recently published its first-quarter focus growth commentary – a copy of which can be downloaded...
Polen Capital is Bullish on Regeneron Pharmaceuticals (REGN) and MSCI (MSCI)
Polen Capital Management, LLC, an independently-owned global investment manager, recently published its first-quarter focus growth commentary – a copy of which can be downloaded...
Polen Capital is Bullish on Autodesk (ADSK), Bearish on O’Reilly Automotive (ORLY)
Polen Capital Management, LLC, an independently-owned global investment manager, recently published its first-quarter focus growth commentary – a copy of which can be downloaded...
Why Polen Capital is Bullish on Facebook (FB), Bearish on Booking Holdings (BKNG)
Polen Capital Management, LLC, an independently-owned global investment manager, recently published its first-quarter focus growth commentary – a copy of which can be downloaded...
Why Polen Capital is Bullish on Abbott Laboratories (ABT)
Polen Capital Management, LLC, an independently-owned global investment manager, recently published its first-quarter focus growth commentary – a copy of which can be downloaded...
Polen Capital’s Q1 2020 Investor Letter
Polen Capital Management, LLC, an independently-owned global investment manager, recently published its first-quarter focus growth commentary.
Greenhaven Road Capital’s View on Chicken Soup for the Soul Entertainment (CSSE)
Greenhaven Road Capital is the management company of the Greenhaven Road Capital Partners fund. Scott Miller is the fund’s founder and managing member.
Why Greenhaven Road Capital is Bullish on PAR Technology and KKR & Co
Greenhaven Road Capital is the management company of the Greenhaven Road Capital Partners fund. Scott Miller is the fund’s founder and managing member.
Why Greenhaven Road Capital is Bullish on SharpSpring and Digital Turbine
Greenhaven Road Capital is the management company of the Greenhaven Road Capital Partners fund. Scott Miller is the fund’s founder and managing member.
Greenhaven Road Capital’s Q1 2020 Investor Letter
Greenhaven Road Capital is the management company of the Greenhaven Road Capital Partners fund. Scott Miller is the fund’s founder and managing member.
Why Steel City Capital is Bearish on Carvana (CVNA) Stock
Steel City Capital Investments, LLC is the management company of the Steel City Capital fund. Michael G. Hacke is the fund’s founder and managing member.
Steel City Capital’s Opinion on Boingo Wireless (WIFI) and SP Plus Corp (SP)
Steel City Capital Investments, LLC is the management company of the Steel City Capital fund. Michael G. Hacke is the fund’s founder and managing member.
Steel City Capital’s Opinion on IAC (IAC) and Match Group (MTCH) Stocks
Steel City Capital Investments, LLC is the management company of the Steel City Capital fund. Michael G. Hacke is the fund’s founder and managing member.
Why Steel City Capital is Bullish on Anterix (ATEX) and Scorpio Tankers (STNG)
Steel City Capital Investments, LLC is the management company of the Steel City Capital fund. Michael G. Hacke is the fund’s founder and managing member.
Steel City Capital is Bullish on Gildan (GIL) and Five Below (FIVE)
Steel City Capital Investments, LLC is the management company of the Steel City Capital fund. Michael G. Hacke is the fund’s founder and managing member.
Steel City Capital is Bullish on Westlake Chemical Partners and TC PipeLines
Steel City Capital Investments, LLC is the management company of the Steel City Capital fund. Michael G. Hacke is the fund’s founder and managing member.
Why Steel City Capital is Bullish on eBay and New Fortress Energy
Steel City Capital Investments, LLC is the management company of the Steel City Capital fund. Michael G. Hacke is the fund’s founder and managing member.
Steel City Capital’s Q1 2020 Investor Letter
Steel City Capital Investments, LLC is the management company of the Steel City Capital fund. Michael G. Hacke is the fund’s founder and managing member.
Why Silver Ring Value Partners is Bullish on Berkshire Hathaway and Medifast
Silver Ring Value Partners LP is a Boston-based investment management firm that specializes in delivering long-term value by utilizing an intrinsic and robust approach to investing...
Silver Ring Value Partners is Bullish on Gilead (GILD) and Charles & Colvard (CTHR)
Silver Ring Value Partners LP is a Boston-based investment management firm that specializes in delivering long-term value by utilizing an intrinsic and robust approach to investing...
Silver Ring Value Partners is Bullish on Covetrus (CVET) and Owens-Illinois (OI)
Silver Ring Value Partners LP is a Boston-based investment management firm that specializes in delivering long-term value by utilizing an intrinsic and robust approach to investing...
Silver Ring Value Partners Q1 2020 Investor Letter
Silver Ring Value Partners LP is a Boston-based investment management firm that specializes in delivering long-term value by utilizing an intrinsic and robust approach to investing...
RGA Investment Advisors Bullish on Nuance Communications (NUAN)
RGA Investment Advisors, LLC is an independent investment management firm based in New York. Jason Gilbert is the firm’s founder and managing partner.
RGA Investment Advisors Q1 2020 Investor Letter
RGA Investment Advisors, LLC is an independent investment management firm based in New York.
Evermore Global Advisors View on Scorpio Tankers and Constellium SE
Evermore Global Advisors, LLC is a Summit, New Jersey-based investment management firm. It was co-founded by David Marcus and Eric LeGoff in 2009.
Evermore Global Advisors Bearish on Chemical stocks
Evermore Global Advisors, LLC is a Summit, New Jersey-based investment management firm. It was co-founded by David Marcus and Eric LeGoff in 2009.
Evermore Global Advisors’ Q1 2020 Investor Letter
Evermore Global Advisors, LLC is a Summit, New Jersey-based investment management firm. It was co-founded by David Marcus and Eric LeGoff in 2009.
Longleaf Partners Fund’s Bullish on DuPoint (DD) and Hyatt (H) stocks
Longleaf Partners Fund, a Memphis-based fund under Southeastern Asset Management, recently released its Q1 2020 Investor Letter – a copy of which can be downloaded here.
Longleaf Partners Fund’s Opinion on Park Hotels & Resorts and Mattel
Longleaf Partners Fund, a Memphis-based fund under Southeastern Asset Management, recently released its Q1 2020 Investor Letter – a copy of which can be downloaded here.
