athome
Whitney Tilson’s email to investors discussing hunt for next crypto winner; Dogecoin skyrockets because it’s funny; Cathie Wood’s Ark battered by selloff; four comments on bitcoin; At Home being acquired; Hertz is up 123% in the past two weeks. Q1 2021 hedge fund letters, conferences and more Hunt For Next Crypto Winner1) I'm not calling a market top yet, but it would be hard to find a better sign that we're getting close (maybe six months?) than the rampant speculation in the cryptocurrency sector, as this story on the front page of today's Wall Street Journal highlights: Dogecoin's 12,000% R...
ValueWalk
Choice Equities Fund commentary for the fourth quarter ended December 2020 discussing their portfolio holdings Magnite Inc (NASDAQ:MGNI), At Home Group Inc (NYSE:HOME), Pitney Bowes Inc. (NYSE:PBI), Select Interior Concepts Inc (NASDAQ:SIC), and Viad Corp (NYSE:VVI). Q4 2020 hedge fund letters, conferences and more Dear Investor: I hope this letter finds you well. I am pleased to report another strong quarter of investment performance. Choice Equities Fund generated gains of +23.1% on a net basis in the fourth quarter, finishing the year with gains of +76.3%. This compares to the Russell 2000’...
ValueWalk
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