New Q2 Issue Available Here

Posted on August 20, 2024, 2:00 am, by admin.

Hello,

The brand new Q2 2024 issue of Hedge Fund Wisdom is now available.  Please click the following link to download it: SecondQuarter2024-HFW

It features:

  • Investment thesis summaries of a stock Seth Klarman’s Baupost Group was buying (WillScot (WSC)), a stock Warren Buffett’s Berkshire Hathaway was buying (Ulta Beauty (ULTA)).  It also features another write-up: Barnes & Noble Education (BNED)
  • Updated hedge fund portfolios: Includes some performance numbers, some excerpts from quarterly letters and interviews, as well as commentary on the moves
  • New consensus buy/sell lists

Enjoy!

Please let us know if you have any questions: [email protected]


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