Coho Capital commentary for the second quarter ended June 30, 2020. Q2 2020 hedge fund letters, conferences and more Dear Partners, Coho Capital returned 46.6% during the first half of the year compared to a loss of 3.1% in the S&P 500. Many of our holdings, such as Netflix, Amazon, and Spotify, were perceived beneficiaries of the Coronavirus pandemic aiding our results in the short-term. We suspect some of the outperformance gained from pandemic-driven demand will reverse in ensuing months as momentum traders abandon the stocks. While the pandemic pulled forward digital demand, the more important takeaway for us is…
On This Page
- SPOT On
- Labels - "You Can’t Always Get What You Want." - Rolling Stones
- A David Among Goliaths
- Data Flywheel Compounds Advantages
- Discovery and Curation - You Get Me Spotify, You Really Get Me
- Two-Sided Marketplace, Now with B Sides
- Podcasts, The New Talk Radio
- Management – Thinking Fast and Slow
- Pricing Power – Through the Looking Glass
- Valuation
- Conclusion
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