Hidden Value Stocks
Welcome to Hidden Value Stocks, Hedge Fund Alpha’s quarterly newsletter. Every quarter, we publish analysis on two stock picks from two top managers. The full newsletter is for subscribers only, but here you’ll find excerpts from each quarter’s issue, along with updates on ideas featured in previous issues of Hidden Value Stocks. In addition to two stock picks, we’ll also introduce you to the featured managers, providing an in-depth interview about their strategy, how that strategy has changed over the years, their background, how they got into asset management, and more. Subscribe to our Hidden Value Stocks newsletter for the complete deep dive on quarterly stock picks from leading managers.
Bonhoeffer: Keith Smith’s MoI Presentation
Arquitos Capital – Q4 2018 Investor Letter
Old West Q4 2018 Investor Letter
Quarterly Issue
Hidden Value Stocks December 2018 Issue
Bonhoeffer: November 2018 Performance
Left Brain Capital Appreciation Fund November Performance
Hedge Fund With Many Multi-baggers Sees 280% Upside For This Micro Cap With Tons Of NOLs
Left Brain Capital October Update
Quarterly Issue
Hayden Capital 3Q18 Commentary
Livermore Partners Q3 Partner Report
Alluvial Fund, LP — Third Quarter Letter
New 23-Page Idea From Dane Capital: Waitr
Arquitos Capital – Q3 2018 Investor Letter
Choice Equities 2018 Q3 Investor Letter
Hazelton Capital Partners 3Q18 Commentary – Armstrong World Industries, Inc (AWI) 87% Gain
Bonhoeffer Third-Quarter Partner Letter
New Hidden Value Stock Idea From Old West Investment Management
Global Quality Edge Fund 2Q18 Commentary – 9 Recent Cases Of Aggressive Accounting
Quarterly Issue

