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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.
D’Aveni, The Pan-Industrial Revolution [Book Review]
Value Briefs
Bernie Sanders Voted For “Too Big To Fail” But Now Sponsors Shoddy Bill To End it
Emerging Managers – Constance Freedman of Moderne Ventures @Invest For Kids 2018
Phil Ordway of Anabatic Investment Partners At Invest For Kids conference
John Rogers – Two Long Ideas – Slow and Steady Wins the Race @Invest For Kids 2018
Vivian Lau – Long Pitch: Invest For Kids 2018
Mittleman Investment Management Q3 Letter Up 19% YTD; Finding Deep value in emerging markets (40% Of Portfolio In EM)
Value Briefs
Where Does Your State Rank On Individual Tax Burden? A Look At All 50 States
Mark Lampert Founder of BVF Partners- Long Mid-cap Biotech: Invest For Kids 2018
Chris James Partner Fund Management CIO- Long Taxes Pitch @ Invest For Kids 2018
Dan O’Keefe: Invest For Kids 2018 Conference – Long Dental Company
Value Briefs
Performance Measurement: How To Do It If We Must
Ken Griffin – Fireside Chat: Invest For Kids 2018 Conference – Economy is on fire
Edward Chancellor On John Law The Father Of QE- Grant’s 2018 Interest Rate Observer
Nobody Wants To Hear This
Teton Capital Partners Q3 Letter: One Stock Strikes Again
Revealing My Action Score Stock And The Dilemma Of Selling
2 Key Rotations Underway In China Property
