David Rolfe Discusses His Position On Apple Versus Google, And His Alibaba Strategy


David Rolfe discusses his position on Apple Inc. (NASDAQ:AAPL) versus Google Inc (NASDAQ:GOOG) (NASDAQ:GOOGL), and his Alibaba strategy. H/T Dataroma

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