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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.
Deutsche Bank Worries As Anti-EU Forces Gaining In French Polling
An Issue of Leverage Not Yet Seen as an Issue
Goldman Sees Net Hedge Fund Inflows In Second Quarter
Blue Tower Asset Management: LONG Subprime Auto "Meltdown"
Banks Plan To Cut Oil Lending Even More This Year
Massif Capital 1Q17 Letter To Investors: Long OZM
MS: The S&P 500 Is Still Cheap And Heading To 3,000
MS: The S&P 500 Is Still Cheap And Heading To 3,000
UBS: Consumer Defaults Will Spread As Borrowers Simply Stop Paying
Don't Get Mired In Obfuscating Aspects of New GASB 68 Pension Accounting Standards
The Small-Cap Investing Handbook Part Two: The Small-Cap Premium
Moody’s: Bonds And Stocks Overvalued, Watch Out For Liquidity Event
Moody's: Bonds And Stocks Overvalued, Watch Out For Liquidity Event
Jefferies: Positive Earnings Season Will Send S&P 500 Up By 12%
Jefferies: Positive Earnings Season Will Send S&P 500 Up By 12%
Moody's: Blockchain On Track To Disrupt Specific Segments of Wall Street
What Does Real-Life Divorce Tell Us About Brexit?
