Mason Hawkins’ Southeastern Asset Management is out with their annual shareholder letter. Hawkins has been in the news over his opposition the the Dell LBO. In the 2012 letter, Hawkins discusses the value opportunities of some companies, including Dell. However, he does not mention the current battle over the company going private.
Southeastern Asset Management 2012 Shareholder Letter by
ValueWalk's Raul Panganiban interviews Kirk Du Plessis, Founder and CEO of Option Alpha, and discuss Option Alpha and his general approach to investing. Q1 2021 hedge fund letters, conferences and more The following is a computer generated transcript and may contain some errors. Interview with Option Alpha's Kirk Du Plessis