Website Announcement

I am sorry for the decrease in the amount of articles I have been posting. I have several plans for the site which will hopefully increase the amount of quality content, and the overall design. Details will follow.

In the meantime I wanted to let the readers know about two features which I have not publicized on this site (not for any particular reason, I just never got around to it). I have a Scribd account which can be found at the following link , I post a lot of interesting value investing documents (shareholder letters from some top value funds, speeches, stock presentations etc.) on the site which do not appear on Value Walk. You might want to check it out. Obviously all the content on Scribd is free.

Additionally, I also have a Facebook group (called Value Walk) where you can subscribe to the Value Walk feed, and I post links of interest it is similar to my twitter account but there are plenty of differences. Here is the link for anyone interested- (the group is open to everyone!)

Coho Capital 2Q20 Commentary: Podcasts, The New Talk Radio

Coho Capital LogoCoho Capital commentary for the second quarter ended June 30, 2020. Q2 2020 hedge fund letters, conferences and more Dear Partners, Coho Capital returned 46.6% during the first half of the year compared to a loss of 3.1% in the S&P 500. Many of our holdings, such as Netflix, Amazon, and Spotify, were perceived beneficiaries Read More