Quarterly Issue
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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.
Quarterly Issue
Elena Partners: Bull Theses for This Insurer And These Building Material Stocks
Exponential Age Digital Asset Fund Leads H1 2024 Hedge Fund Rankings After 107% Return Last Year
Saga Partners Up 40% YTD
Coatue Management’s Philippe Laffont On AI Darlings [Exclusive]
Christoph Hilfiker of LLB Asset Management: These Two European Stocks Are Undervalued And A Great Buy
Calastone Research Reveals The Need For Standardization In The ETF Primary Market
Whitney Tilson: These Two Stocks Show Great Potential
Josh Tarasoff Of Greenlea Lane Capital: Invest In This Undervalued Pet Insurance Stock
2024 Sohn Monaco Conference: Fabio Pecce Of Ambienta Says Buy This Leading Environmental Consultancy Firm
Florian Weidinger – Investing In These Korean Bank With A Great Future
DG Value Partners Delivers Over 3% YTD With Gains On These Debt And Equity Plays
Adani Update – Hindenburg’s Response To India’s Securities Regulator SEBI
The Evolution of Asset Management Over the Last 40 Years has Disrupted the Public Markets
Centiva Capital Portfolio: A Deep Dive into Multi-Strategy Investments and Key Holdings
Are PE Products for Retail Investors the Next Fraud? And Is Crypto One Giant Fraud?
Coatue Management Tells Their Investors How They Plan to Profit Off AI And Two Stocks In Particular Which Could Be Big Winners [Exclusive]
What Happens To Gold When Interest Rates Rise Or Drop
Woodline Partners Portfolio: A Comprehensive Analysis of Holdings and Performance

