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 ๐Ÿงต๐Ÿ‘‡

#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
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
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