hedgefundletters
Qualivian Investment Partners commentary for the fourth quarter ended December 2020, discussing their holdings in quality compounders. Q4 2020 hedge fund letters, conferences and more I very frequently get the question: “What’s going to change in the next 10 years?’… I almost never get the question: ‘What’s not going to change in the next 10 years?’ And I submit to you that the second question is actually the more important of the two.” - Jeff Bezos Introduction2020 was a year that tried investors souls. Between Jan. 1 and Dec. 31, the S&P 500 returned 18% which was “good” by historical standa...
ValueWalk
From Dan Loeb’s Q3 letter to investors.Private InvestmentsFor two decades, as part of a broader private security investment strategy, we have madenumerous multi-stage private investments through Third Point Ventures (“TPV”), led byRobert Schwartz out of our Menlo Park office. TPV has carved out a niche investing incompanies with exceptional management teams with sustainable technical and IPadvantages in areas that draw on Rob and his team’s expertise in Enterprise Software, IT andNetworks-related technology, cybersecurity, data analytics, cloud/edge infrastructure,financial technology, mobilit...
ValueWalk
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