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.
Livermore Partners Q2 Partner Report
Choice Equities 2018 Q2 Investor Letter
Q2 2018 HCP Quarterly Letter
Q2 Letter Roundup
Alluvial Capital Management Q2 Letter To Investors
Logos LP Q2 Letter To Investors
GrizzlyRock 2018 Second Quarter Investor Letter
Old West Q2 2018 Investor Letter
Quarterly Issue
Hidden Value Stocks June 2018 Issue
Stanphyl Capital – May 2018
Hayden Capital – Quarterly Letter (2018 Q1)
Q1-2018 HCP Partners Letter
Dane 1Q Partners Letter
Arquitos Capital Partners – Q1 2018 Investor Letter
Alluvial Fund, LP first quarter letter to partners
Articles

