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Performance of Stocks Previously Profiled
Issues
Linked below are the editions we've put together so far. We email subscribers directly with new versions, which we publish near the last day of each quarter ie Q1 2018 usually goes up around March 31st, 2018 etc. We will also send you regular updates on the funds which allow us to do so, plus occasional items of interest.
2019 Issues
- March 2019 — Breach Inlet Capital Management and Gate City Capital Management
- June 2019 — Old West Opportunity Fund, Choice Equities Update, Olesen Value Fund
Previous editions: 2018
- March 2018 — Old West and Songbird
- June 2018 — Liberty Park, Choice Equities
- September 2018 — Global Quality Edge Fund, Bonhoeffer Capital
- December 2018 — McIntyre Partnerships, Saga Partners
Previous editions: 2017
- March 2017 – Arquitos Capital & Alluvial
- June 2017 – GrizzlyRock Capital & Verdad Capital Management
- September 2017 – Logos LP & Dane Capital
- December 2017 — Hayden Capital, Avenir Capital
Previous editions: 2016
- Winter 2016 – Foundry Group
- Spring 2016 – Stanphyl Capital
- June 2016 – S&C Messina Capital
- September 2016 – Hazelton Capital
- October 2016 – Boyles Asset Management
- December 2016 – Livermore Capital & BlueTower
Recent Fund Updates
- Fund Update Roundup: Last Updated 21, June, 2019
- Willow Oak panel discussion: Value Investing in a Volatile Environment
- The Bonhoeffer Fund’s Ashtead Group Write-up
- Bonhoeffer: April 2019 Performance Update
- Left Brain Capital Appreciation Fund April Performance Results
Case studies
- Timeless Reading: An in-depth ten-part series on value investing
- Warren Buffett the early years
- The life and career of Henry Singleton
- George Soros the early years
- The life and career of Seth Klarman
- Michael Burry
- The life and career of Benjamin Graham
- The Great Little Book of Value Investing
- The life and career of Walter Schloss
- Charlie Munger: The early years
- The life and career of Ray Dalio
- The life and career of Carl Icahn