Patient Capital Management Q2: Bubbles Everywhere?


Patient Capital Management: Equity valuations are approaching bubble like levels. As in every other period of excess, market sentiment is buoyed by proclamations of further gains and the fear of loss is replaced by the greed for more gains.

See full Vito Maida’s Patient Capital Management – Q2 2014 in PDF format here.

Joel Greenblatt Owned Hedge Fund On Why Value Investing Isn’t Working Now

Joel GreenblattAcacia Capital was up 12.27% for the second quarter, although it remains in the red for the year because of how difficult the first quarter was. The fund is down 14.25% for the first half of the year. Q2 2020 hedge fund letters, conferences and more Top five holdings Acacia's top five holdings accounted for Read More