From earlier today, Kyle Bass doing his weirdly patient Euro-apocalyptic thing:
H/T to Paul Kedrosky
Khrom Capital killed it during the first quarter, continuing its strong track record; here are their favorite stocks
Khrom Capital was up 32.5% gross and 24.5% net for the first quarter, outperforming the Russell 2000's 21.2% gain and the S&P 500's 6.2% increase. The fund has an annualized return of 21.6% gross and 16.5% net since inception. The total gross return since inception is 1,194%. Q1 2021 hedge fund letters, conferences and more Read More
