Dan Loeb’s Q3 2011, shareholder letter is out. Not so much commentary but info on his holdings and his portfolio allocation. Hist top position is currently gold. David Einhorn and John Paulson also have a large position in gold.
Full document below in scribd:
Coho Capital 2Q20 Commentary: Podcasts, The New Talk Radio
Coho 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