Argosy Investors 3Q21 Commentary: DFH, GO, RRTS Stock Declines
Argosy Investors commentary for the third quarter ended September 2021, disucssing the decline in stock price of Dream Finders Homes, Grocery Outlet Holdings and Roadrunner Transportation Systems. Q3 2021 hedge fund letters, conferences and more Dear Investors, Year-to-date 2021 performance was 17.1% in select accounts. The S&P 500 by comparison returned 15.9%. This quarter our holdings experienced mixed performance. Some of the portfolio companies I have invested in most recently have done the worst of late (more on that later). We are sharpening our pencils on depressed names in and out of o...