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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.
GrizzlyRock Capital Q1 2018 Investor Letter
Correlation Soars And Other Charts From The Week That Was
Behavioral Finance Is Central To Value Investing
Smart Beta Or Smart Marketing?
Snap-on Incorporated (SNA) – Better Profits Than Meet The Eye
Warren Buffett: The Tale of Two Companies And Pricing Power
ISS Buying EVA Dimensions Signals More Focus On Fundamental Research
Danger Zone: Fund Managers That Don’t Analyze 10-Ks
American Express Company (AXP) – March’s Dividend Growth Model Portfolio
Tesla – The Beginnings of a Downward Spiral?
What Is Next After Libor Explained
With All Eyes On China, Danger Signs From The EU Economic
China Eases Trade Tensions, But Real Impact Of A Trade War Would Be Far And Wide
Icahn Enterprises L.P. Announces Definitive Agreement To Sell Federal-Mogul LLC
Clues For Finding Winning Value Stocks
Value Briefs
The Most Likely Triggers For A Stock Market Crash
Time To Buy This Discounted Tech Giant
Can Buy-Side Fund Active Weights Forecast Stock Performance?
