The brand new Q1 2018 issue is now available.  Please click this link to download the new issue: First_Quarter_2018_Issue

This quarter, Lou Simpson’s SQ Advisors is added to the newsletter by popular vote among readers as the replacement for John Griffin’s Blue Ridge Capital, which shut down.  Also, this is the last issue Pennant Capital will be featured in, as it was announced they’re also shutting down.

We’d love reader feedback on who Pennant’s replacement should be.  Past suggestions that have received votes include: Stan Druckenmiller’s Duquesne Capital, Nelson Peltz’s Trian Partners, and Sir Chris Hohn’s TCI Fund.  Please reach out to us to vote for one of these funds or make a suggestion of your own: [email protected]   Thank you!

The new issue features:

• Investment thesis summaries of: Vista Outdoor (VSTO) and Nielsen (NLSN), stocks that were bought by Fairholme Capital and Brave Warrior Capital, respectively.
• New consensus buy/sell lists
• Updated portfolios of all 25 hedge funds

Enjoy!  If you have any questions, please don’t hesitate to email us: [email protected]