Bretton Fund 2Q21 Commentary: Dream Finders Homes
Bretton Fund commentary for the second quarter ended June 2021, discussing their new holding, Dream Finders Homes (NASDAQ:DFH). Q2 2021 hedge fund letters, conferences and more Dear Fellow Shareholders: The market continued its post-Covid celebration, and we think most of us are feeling a little better about life in general than we did a year ago. While valuations are a bit stretched and there are still some pockets of ill-advised euphoria (“meme stocks” are still a thing, apparently), we are modestly optimistic and are still finding some compelling areas of the market. We initiated an investm...