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ValueWalk
ValueWalk
ValueWalk
ValueWalk
One of the #1 ways to improve your investing returns is to simply: Q2 2021 hedge fund letters, conferences and more Take notice of your immediate world. Take the metaverse, for example—the new 3D, immersive internet that’s becoming more popular by the minute. If you have kids or grandkids, there’s a good chance they’re playing in the metaverse as I type. In fact, more than half of American children are taking part in the metaverse! Video Game StocksThis is a powerful piece of information. It reminds me of the moneymaking opportunity in video game stocks in the ‘90s. The video game boom started...
ValueWalk
Hazelton Capital Partners commentary for the fourth quarter ended December 31, 2020. Q4 2020 hedge fund letters, conferences and more Dear Partner, Hazelton Capital Partners, LLC (the “Fund”) returned 30.9% from October 1, 2020 through December 31, 2020 and appreciated 32.5% year-to-date. By comparison, the S&P 500 returned 12.2% during the same quarter and 18.4% year-to-date. The Year in Review – Embrace the UncertaintyHazelton Capital Partners ended the 4th quarter with a portfolio of 15 equity positions and a cash level equivalent to 15% of assets under management. The top five portfolio ho...
ValueWalk
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