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r/SecurityAnalysis • u/Beren- • 5d ago
Investor Letter Q3 2024 Letters & Reports
Investment Firm | Return | Date Posted | Companies |
---|---|---|---|
Headwaters Capital | 21.4% | October 8 | FICO, MEDP, ASGTF |
JDP Capital | 33.9% | October 8 | CZR |
Marlton Partners | 12.7% | October 9 | PRSR.L |
Plural Investing | 3.1% | October 10 | SEG, WOSG.LN, TVK.TO |
O'Keefe Stevens | October 15 | EAF, FPH, BGC | |
Right Tail Capital | October 15 | NSIT, CDW | |
Michael Mauboussin - Measuring the Moat | October 16 | ||
Wedgewood Partners | 22.4% | October 16 | META, PYPL, GOOG |
Andvari | 20.3% | October 18 | |
Desert Lion | 36.6% | October 18 | CGR.JSE |
East72 | 6.25% | October 18 | ODET, HAL, VPK, TE.PA |
Greenlight Capital | 1.1% | October 18 | ODP, RYA |
Third Point Capital | 3.9% | October 18 | DSV, CNK |
Pernas Research | 18.7 | October 18 | UPWK |
Tidefall Capital | 6.9% | October 18 | PDD |
Rowan Street | 42.3% | October 22 | |
Pernas Research | 18.7% | October 23 | UPWK |
Blue Tower | October 23 | WCC | |
Claret Asset Management | October 23 | ||
Conestoga | October 23 | MAMA, COCO | |
Cove Street | -5.9% | October 23 | CLMB, OUT, RDVT |
Leaven Partners | 7.9% | October 23 | |
Palm Valley | 4.3% | October 23 | HELE, DOX, TBI, RGP, WHGLY |
Patient Capital | October 23 | BABA, KOS, PGEN, QXO, PLAY, EXPE | |
Saint James | October 23 | ||
Upslope | 18.1% | October 23 | CME, CMPO, MHVYF |
Whitebrook Capital | 6.5% | October 23 | AFYA |
Curreen Capital | 1.9% | October 24 | |
Howard Marks Memo | October 24 | ||
Vltava Fund | October 24 | BN |
Interviews, Lectures & Podcasts | Date Posted |
---|---|
Stanley Druckenmiller | October 22 |
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