nasdaqgdrx
Empire Financial Daily newletter in which Herb Greenberg discusses investing in Dutch Bros Inc (NYSE:BROS). Q3 2021 hedge fund letters, conferences and more One of my favorite interviews – many years ago – was with Gordon Segal, founder of home décor retailer Crate & Barrel... Q3 2021 hedge fund letters, conferences and more We discussed why he never got tempted by the riches offered by investment bankers to take Crate & Barrel public. Segal hated, just hated, the thought of putting up stores for the sake of meeting Wall Street's growth forecasts. Instead, he preferred opening new stores when ...
ValueWalk
Saga Partners commentary for the first half ended June 2021, discussing their investment in Goodrx Holdings Inc (NASDAQ:GDRX) and their new position in Redfin Corp (NASDAQ:RDFN). Q2 2021 hedge fund letters, conferences and more H1 2021 ResultsDuring the first half of 2021, the Saga Portfolio (“the Portfolio”) increased 7.5% net of fees. This compares to the overall increase for the S&P 500 Index, including dividends, of 15.3%. The cumulative return since inception on January 1, 2017 for the Saga Portfolio is 344.3% net of fees compared to the S&P 500 Index of 109.0%. The annualized return sinc...
ValueWalk
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