Sahm Adrangi Short CarGurus (CARG) – Kase Learning Shorting Conference

Full transcript of the CarGurus (CARG) short presentation by Sahm Adrangi of Kerrisdale Capital at the Kase Learning Shorting Conference. Q3 hedge fund letters, conference, scoops etc Sahm Adrangi: CarGurus (CARG) short presentation - Kase Learning Shorting ConferenceTranscript Thanks Whitney for the kind introduction. Gabriel's. Presentation definitely brought back memories of some [...]

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Black Bear Value Fund November 2018 Commentary

The Black Bear Value Fund returned approximately +4.2% net in November bringing the 2018 net return to +8.1%.  The S&P 500 returned +2.0% in November bringing the 2018 return to +5.1%.  The HFRI index    returned +1.1% in November bringing the 2018 net return to -2.7%. Q3 hedge fund letters, [...]

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GreenHaven Road Partners Fund 3Q18 Commentary

GreenHaven Road Partners Fund commentary for the third quarter ended September 30, 2018. Q3 hedge fund letters, conference, scoops etcDear Limited Partners, By now, you should have received your statements from Opus. The GreenHaven Road Partners Fund returned approximately +3.6% in the third quarter, and has returned +10.3% in the ten [...]

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Matthew Kliber Short This Company – 2018 Kase Learning Shorting Conference

Full transcript of Matthew Kliber, Founder & Portfolio Manager of Gracian Capital LLC, Kase Shortselling Conference: Kerrisdale, Viceroy, Hindenberg, And More [UPDATED]from the 2018 Kase Learning Shorting Conference. Q3 hedge fund letters, conference, scoops etc rajeshkoiri007 / Pixabay A thesis has three points, the first point, we believe there is revenue sustainability [...]

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Alluvial Fund November 2018 Tearsheet

Alluvial Fund, LP was down 4.0% in November. Year-to-date, Alluvial has returned -5.1% versus 5.1% for the S&P 500 and 1.0% for the Russell 2000. Since inception, Alluvial Fund, LP has returned 23.0% compared to 28.1% for the S&P 500 and 15.8% for the Russell 2000. Q3 hedge fund letters, [...]

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London Sohn 2018: Bernie Ahkong Of UBS Long Gambling

Bernie Ahkong, the Portfolio Manager of UBS O'Connor, from the 2018 London Sohn Conference. Q3 hedge fund letters, conference, scoops etc If you’re looking for value stocks, and exclusive access to value-focused hedge fund managers, check out ValueWalk’s exclusive value newsletter, Hidden Value Stocks. WikiImages / Pixabay Check out more notes from the [...]

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