Coho Capital 2Q20 Commentary: Podcasts, The New Talk Radio – ValueWalk Premium
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Coho Capital 2Q20 Commentary: Podcasts, The New Talk Radio

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 . . .

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