Discover and read the best of Twitter Threads about #Q22021
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1/7 The complete list of Q2 '21 hedge fund letters are out!
Here are my top 5 letters in the list 🧵👇
#hedgefundletters #Q22021 #valueinvesting
Here are my top 5 letters in the list 🧵👇
#hedgefundletters #Q22021 #valueinvesting
2/7 @IntrinsicInv
I love Ensemble's mission and blog content. High quality all around.
This quarter, they focused on their positions in $NTDOY and $ILMN.
Nintendo has a long-term generational mindset, whereas the competition thinks in far shorter time-frames.
#longterm
I love Ensemble's mission and blog content. High quality all around.
This quarter, they focused on their positions in $NTDOY and $ILMN.
Nintendo has a long-term generational mindset, whereas the competition thinks in far shorter time-frames.
#longterm
3/7 Rowan Street Capital
Rowan Street is putting up some great performance over the market.
In this letter, Rowan focuses on their position in $SPOT, and what makes them such desirable businesses.
#patience
Rowan Street is putting up some great performance over the market.
In this letter, Rowan focuses on their position in $SPOT, and what makes them such desirable businesses.
#patience
