nasdaqaljj
IntroductionWelcome to the June 2022 (Q2) issue of Hidden Value Stocks. The format of this issue is a bit different from past issues. On the first few pages, we have our usual updates from previous issues of Hidden Value Stocks. There’s also some extracts from the Voss Value Fund’s first-quarter letter to investors. Voss believes furniture retailer Williams-Sonoma, Inc. (NYSE:WSM) is deeply undervalued, and it could see explosive growth over the next few years as its business-to-business arm expands. The second half of the issue contains some highlights from a recent investor conference, the L...
ValueWalk
Arquitos Capital Management commentary for the first quarter ended March 31, 2021. Q1 2021 hedge fund letters, conferences and more "Reason can only speak. It is love which sings." - Joseph de Maistre Arquitos Performance Compared to the S&P 500 Dear Partner: Arquitos returned 41.2% net of fees in the first quarter of 2021. The fund is up approximately 81% over the last six months. Our positions in Nam Tai Property (NYSE:NTP), Enterprise Diversified (OTCMKTS:SYTE), and ALJ Regional Holdings (NASDAQ:ALJJ) were the primary drivers of performance during the first quarter. Nam Tai PropertyI wrote ...
ValueWalk
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