goodrxholdings
Saga Partners commentary for the first half ended June 2021, discussing their investment in Goodrx Holdings Inc (NASDAQ:GDRX) and their new position in Redfin Corp (NASDAQ:RDFN). Q2 2021 hedge fund letters, conferences and more H1 2021 ResultsDuring the first half of 2021, the Saga Portfolio (“the Portfolio”) increased 7.5% net of fees. This compares to the overall increase for the S&P 500 Index, including dividends, of 15.3%. The cumulative return since inception on January 1, 2017 for the Saga Portfolio is 344.3% net of fees compared to the S&P 500 Index of 109.0%. The annualized return sinc...
ValueWalk
In January, a group of traders bid up GameStop (GME) shares from $20 to $483. It might have gone even higher if brokers didn’t scramble to impose trading limits on this beleaguered video game retailer. Q4 2020 hedge fund letters, conferences and more Meanwhile, the pool of buyers grew in size in just a matter of hours. And they quickly banded together to buy AMC Entertainment (AMC), silver stocks and even some biotechs. This wild action led to broker outages and even a call for the CEO of online brokerage Robinhood to testify before Congress. The Rise of the GameStop PopulistsMost people buy s...
ValueWalk
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