nyseabg
Black Bear Value Partners commentary for the first quarter ended March 31, 2022. “A nickel ain’t worth a dime anymore.” – Yogi Berra To My Partners and Friends: Black Bear Value Fund, LP (the “Fund”) returned +1.6% in March and +1.9% YTD.The S&P 500 returned +3.7% in March and -4.6% YTD.The HFRI Index returned +0.2% in March and -2.6% YTD.We do not seek to mimic the returns of the S&P 500 and there will be variances in our performance.Note: 2022 returns reflect our reduced 10% incentive fee.Q4 2021 hedge fund letters, conferences and more Note: Additional historical performance can be found on...
ValueWalk
Vltava Fund commentary for the first quarter ended March 31, 2022, titled, “War.” Three months ago, when I was writing my previous letter to shareholders, I had absolutely no idea that I would be writing today’s letter in a situation when war is raging near our borders. Yes, in retrospect, we can say that many things pointed to that. Nevertheless, until the last moment, we refused to believe that anyone would commit to something so barbaric as a full-scale military invasion of another country. Not in Europe, in the 21st century, and essentially without any justification and completely arbitrar...
ValueWalk
Automotive retailing and services is a massive industry. Primarily, this industry involves two types of players: those that sell replacement automotive parts and accessories, and those that sell new and used vehicles through dealerships or over the internet. Both types of players are affected by macro economic trends, but the impact of macro factors is less severe on automotive parts retailers. Let’s take a look at the ten biggest companies in the automotive retailing, services space. Q1 2021 hedge fund letters, conferences and more Ten Biggest Companies In Automotive Retailing, Services Indus...
ValueWalk
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