“Top performing” HVS Fund Has A New Micro-cap Idea

Stanphyl had one of the best performing stock idea since the beginning of Hidden Value Stocks. From the time we profiled the stock in our second edition through the next twelve months, LTRX had a whopping 270 percent return. Stanphyl’s other picks were not too shabby either with BWEN returning 150% over the same time period and MGCD with a 40 percent return. The forth pick ELON was the worst Continue Reading →

Hidden Value Stocks Winter 2017 Issue

Welcome to the December issue of Hidden Value Stocks. In this last issue of the year, we profile two funds that have different strategies, but both are looking to accomplish the same goal; finding value where others can’t. The first interview is with Hayden Capital’s managing partner Fred Liu, CFA. Fred and his team are looking for stocks that are undervalued today but have a long runway for growth ahead Continue Reading →

Logos November Performance And Tax Musings

So what of Trump’s new tax reform package? Despite Trump’s approval ratings hitting a new low, the market appears to be applauding it. From our perspective, although this tax package will likely stimulative in the short term, in the long term a fiscal stimulus through generalized tax cuts is unnecessary, and destabilizing, in an economy running substantially above its 1.5 percent potential (and non-inflationary) growth on the steam of exceptionally loose monetary policy. Please Continue Reading →

Sohn London 2017 Conference Notes

Some notes on the recent Sohn Conference held in London at the end of November. ValueWalk was in attendance at the event but these detailed notes are exclusive to Hidden Value Stocks Subscribers. For the best reading experience (to be able to use the links) please download the PDF and then open. But first an important notice please read carefully and please read our TOS carefully “We do not offer Continue Reading →