mhdousa Posted March 14, 2016 Share Posted March 14, 2016 What about Kevin Byun at Denali Investors. Seemed to be doing really well in the spin-off space, but it seems like the website hasn't been updated in quite a long time. No commentary, just providing information: lost 15.75% last year. Has done about 11% annually since 2007. Link to comment Share on other sites More sharing options...
Picasso Posted March 16, 2016 Share Posted March 16, 2016 There's this fellow Picasso at COBF Capital. I heard he's done like 23% since 2008. Hard to find his investor letters though... Link to comment Share on other sites More sharing options...
Jurgis Posted March 16, 2016 Share Posted March 16, 2016 There's this fellow Picasso at COBF Capital. I heard he's done like 23% since 2008. Hard to find his investor letters though... but his paintings are well known. And they may have done pretty well since 1901 or so. Link to comment Share on other sites More sharing options...
writser Posted March 16, 2016 Share Posted March 16, 2016 Last rumour I heard is that he retired from investing and has dedicated his life to discussing Valeant on online message boards. Many others have done so before. Most of them did not recover. Sad but true. Link to comment Share on other sites More sharing options...
Picasso Posted March 16, 2016 Share Posted March 16, 2016 Last rumour I heard is that he retired from investing and has dedicated his life to discussing Valeant on online message boards. Many others have done so before. Most of them did not recover. Sad but true. We needed something to replace the ZINC board. Question is what other forum he dedicates his life's work to when VRX trades under VRXCQ. Link to comment Share on other sites More sharing options...
sae85400 Posted May 10, 2016 Share Posted May 10, 2016 New greenhaven letter is available... http://www.greenhavenroad.com/investor-letters/ Link to comment Share on other sites More sharing options...
bigbadwolf Posted May 13, 2016 Share Posted May 13, 2016 Interesting position in Diamond Resorts International stock (DRII). I know some others on this board are short. Link to comment Share on other sites More sharing options...
Deepdive Posted May 31, 2016 Share Posted May 31, 2016 meson did his houdini shortly after his miraculous 600% performance was completely undone by 2013, while the market was going up double digits surprisingly, he still quotes something like a 25% cagr for the old fund in his current fund facts details...... In his 2015 Annual Partnership Letter he only shows his performance from 2014 and on. http://www.valuewalk.com/2016/01/meson-capital-2015-annual-partnership-letter/ Link to comment Share on other sites More sharing options...
Deepdive Posted June 5, 2016 Share Posted June 5, 2016 The guys at AB Value seem to be good at small cap activist investing. I think they were the key catalyst for the buyout of Kreisler. Link to comment Share on other sites More sharing options...
Deepdive Posted June 14, 2016 Share Posted June 14, 2016 Came across this investment letter and 25 page compilation of investment ideas from Rhizome Partners. They have had 12.5% annualized returns while holding 39% cash and cash-like instruments. Here are my key takeaways: - I think they have a solid investment process. It's refreshing to see how they would lay out the investment thesis at the time of investment and provide quarterly updates like in the 25 page compilation of main ideas as opposed to other funds which have letters every now and then. I feel like this allows the investors to gauge whether it was luck or skill that drove their returns. - They seem to consistently find deep value real estate investment ideas, such as JW Mays, Caretrust, and FRP Holdings, which I think has a lot of upside. - They turned down a large amount of seed capital to maintain control over the fund and do what's right for their partners. I think most managers would've shut down their fund and take the seed capital if they were in the same position. - They have no major losses, I think their biggest loss was 3%.Rhizome_Partners_Q1_2016_Investor_Letter_Final.pdfRhizome_Partners_Idea_Tracking_Q1_2016.pdf Link to comment Share on other sites More sharing options...
sae85400 Posted November 7, 2016 Share Posted November 7, 2016 Not a rookie... but Terry Smith of UK Fundsmith has been doing real well and quotes a lot of Buffett. Link to comment Share on other sites More sharing options...
eclecticvalue Posted November 7, 2016 Share Posted November 7, 2016 Check out Artko capital, Hayden Capital, and Raritan Capital. New guys that find off the beat ideas. Link to comment Share on other sites More sharing options...
jawn619 Posted November 7, 2016 Share Posted November 7, 2016 Check out Artko capital, Hayden Capital, and Raritan Capital. New guys that find off the beat ideas. yeah, check me out. Link to comment Share on other sites More sharing options...
Deepdive Posted August 16, 2017 Share Posted August 16, 2017 I'm subscribed to Rhizome Partner's Quarterly Letters and they released their Q2 investor letter as well as a presentation on a West Coast self storage company.Rhizome_Partners_Q2_2017_Final.pdfLAACO_Presentation_2017_Final.pdf Link to comment Share on other sites More sharing options...
glorysk87 Posted August 18, 2017 Share Posted August 18, 2017 I'm subscribed to Rhizome Partner's Quarterly Letters and they released their Q2 investor letter as well as a presentation on a West Coast self storage company. How do you subscribe? Link to comment Share on other sites More sharing options...
bjakes00 Posted January 8, 2018 Share Posted January 8, 2018 Thanks all for these good suggestions. I’ve found some interesting managers out of this. Does anyone have any good suggestions for any solid rookie investors in the U.K. or Europe? Link to comment Share on other sites More sharing options...
Graham Osborn Posted January 9, 2018 Share Posted January 9, 2018 There's this fellow Picasso at COBF Capital. I heard he's done like 23% since 2008. Hard to find his investor letters though... but his paintings are well known. And they may have done pretty well since 1901 or so. I think all of us would have done pretty well since 1901 or so - until you adjust for inflation. Link to comment Share on other sites More sharing options...
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