Steve Romick, manager of the five-star FPA Crescent Fund, sees value in Oracle and Microsoft, dirt-cheap prices in Russia, and is concerned that energy stocks have not fallen as far as oil itself.
Steve Romnick: Investing In Big Tech, Russia; Avoiding Energy
Stone House Capital Partners returned 4.1% for September, bringing its year-to-date return to 72% net. The S&P 500 is up 14.3% for the first nine months of the year. Q3 2021 hedge fund letters, conferences and more Stone House follows a value-based, long-long term and concentrated investment approach focusing on companies rather than the market Read More