Continued from part one…...One of Arquitos Capital Partners’ core holdings is ALJ Regional Holdings.
Rebuilding the business
ALJ Regional Holdings has changed significantly over the past two years. During 2012, the... Read More
In his latest Q4 2020 Investor Letter, Dan Loeb discussed why investors should avoid taking positions against companies with large short interests. Here’s an excerpt from the letter:
Q4 2020... Read More
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Q3 2019 hedge fund letters, conferences and more
This article is Part 11 of... Read More
A list of the best investment books recommended by Larry Swedroe.
Q3 hedge fund letters, conference, scoops etc
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Capital Ideas by Peter Bernstein
Capital Ideas traces the origins... Read More
An Interview With Broad Run Investment Management by John Rotonti, via The Motley Fool
A Motley Fool analyst interviews Broad Run's portfolio managers about quality growth investing, valuation, and more.
Broad... Read More