Q3 2019 Hedge Fund Letters, Conferences And More [Last Updated 10/18 17:56]Jacob Wolinsky
This post was created on 10/1/2019 stay tuned for updates up to several times a day!
As always we REALLY really appreciate legal letters and tips on hedge funds from our readers regardless of fund size.
How is this different than SecurityAnalysis? We have a lot more (on funds both large and small that few if anyone is covering) and update it much more frequently - some of these funds have superb non consensus small cap ideas which you will not find anywhere else – also we do some good pieces which are not there
NOTE: The list is mostly in category and alphabetical order. While many funds listed below are hedge funds some are mutual funds or other (i.e. Berkshire Hathaway), some letters are public Additionally, we cannot post many letters because of US copyright law and it would likely not fall under fair use . We have been trying to note where it is full and where it is just our story next to the links.
- Q1 2019 small cap value with Gate City and Breach Inlet
- Q1 letters
- Q2 small cap stocks
- Q2 letters
- Q2 notable positions, Q2 13F stats
September returns 10/3
Alkeon July 8/8
Alluvial July stat sheet 7/19
- August 9/6
Andaz on CBS/WDC/others 10/10
Artko Capital 10/17
- September 10/17
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