Hidden Value Stocks
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.
Livermore Partners Q4 Partners Report
Bonhoeffer: Keith Smith’s MoI Presentation
Arquitos Capital – Q4 2018 Investor Letter
Old West Q4 2018 Investor Letter
Quarterly Issue
Hidden Value Stocks December 2018 Issue
Bonhoeffer: November 2018 Performance
Left Brain Capital Appreciation Fund November Performance
Hedge Fund With Many Multi-baggers Sees 280% Upside For This Micro Cap With Tons Of NOLs
Left Brain Capital October Update
Quarterly Issue

