Rupert Hargreaves
Hedge funds are bullish on these stocks. Read our stock analysis to find out why - and then form your own opinion. When multiple hedge funds pick up on a single stock, it’s definitely worth paying attention to. Hedge Fund Alpha’s stock analysis picks out the small-cap and under-the-radar stocks that multiple hedge funds are talking about. Providing coverage of several hedge fund letters in a single post, we share why those funds are long those stocks and any concerns they might have about them. In cases where there’s a short thesis facing off with a long thesis, we share both sides of the stock narrative. Check out our stock analysis page for all the hottest hedge fund stocks managers are talking about.
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Peter Cundill – Part Two: When to Sell
Letters From The Graham – Newman Partnership
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Seth Klarman: The Margin of Safety – Part Eight
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Fact, Fiction and Momentum Investing
Seth Klarman: Lessons For Retail And Institutional Investors
Buffett’s Early Investment Performance Was Driven By Activism
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Lancashire Holdings Limited: A Solid Insurance Play?
Be Careful When Hunting For Value In Offshore Drilling
Wm. Morrison: Value Even In Hard Times
John Hancock Classic Value fund: A Look At Top Holdings – STT, JPM, AIG

