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
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
4/7 Merion Road Capital
Short and sweet. A letter that is only three pages is so refreshing.
Merion's letter discussed their holdings in $FLXS, $CRPT, and $TTWO.
The success of #GTAOnline cannot be understated!
5/7 Madison Fund
Madison fund's have always had pretty impressive returns. I love the long-term commitment.
Stocks in focus are $PGR, $BD, $PCAR, and $DLTR.
#wealthcreation
6/7 @LaughingH20Cap
Laughing Water offered a lot of info on their positions in $HMHC, $THRY, $TACT, $PAR, $CDMO, and $AIM.TO.
Be sure to read their analysis on $HMCH.
#education
7/7 Of course, there are over 100 other letters in the full list that are just as good.
Be sure to give them a read! 👇
#reading
vintagevalueinvesting.com/the-complete-l…
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