Silver Ring Value Partners, an investment management firm, published its first quarter 2021 investor letter – a copy of which can be downloaded here. The partnership has compounded capital at an annualized rate of over 17% per year net of fees since inception. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Silver Ring Value Partners, in their Q1 2021 investor letter, mentioned Discovery, Inc. (NASDAQ: DISCK), and shared their insights on the company....
