Michael Mauboussin interview with FarnamStreet
Southpoint Capital likes these stocks [Q1 Letter]
Southpoint Qualified Fund and Southpoint Qualified Offshore Fund returned 2.5% net for the first quarter, compared to the S&P 500's 6.2% return and the Russell 2000's 12.7% gain. During the first quarter, Southpoint's funds averaged 133% long and 70% short. Q1 2021 hedge fund letters, conferences and more The fund's long positions added 13% gross Read More
Also stay tuned we are doing a HUGE update to this article soon
Via Farnam Street