Honest Answers or Clever Lies?

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Having worked in various parts of the investment industry the author has an interesting perspective on the business of investment. His experience has taught him that in many cases people don’t want to hear the truth, and so are often not furnished with it. This journey through an industry with so many questions outstanding gives the reader an honest appraisal on many of the most important issues an investor faces, from a practitioner that is still learning midway through his career.

Full PDF see here

Via: valueinstitute.org

ADW Capital’s 2020 letter: Long CDON, the future Amazon of the Nordics

Investing Greenhaven Road CapitalADW Capital Partners was up 119.2% for 2020, compared to a 13.77% gain for the S&P 500, an 11.17% increase for the Russell 2000, and an 8.62% return for the Russell 2000 Value Index. The fund reports an annualized return of 24.63% since its inception in 2005. Q4 2020 hedge fund letters, conferences and more Read More


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