analisis-cafe

Recopilación de cartas de inversores y entrevistas de los inversores más relevantes del mundo.

Investment FirmReturnDate PostedCompanies
JPM Guide to the MarketsApril 13
KKR Private Wealth Investment PlaybookApril 13
LVS Advisory8.1%, 0.6%April 13ABMD.CVR, AVID, SCHW, NFLX, BJ, JYNT, GOGO
Octahedron Capital – A Few Things We LearnedApril 13
1Main Capital12.2%April 14DNTL, LMB
Atai Capital4.3%April 14ALOT, ATVI
Claret Asset ManagementApril 14
Pernas Research15.9%April 14META, E2N
Right Tail CapitalApril 14
Van de MandeleApril 14AWE.L
Miller Income Strategy-3.5%April 17WAL
Rowan Street Capital49.2%April 17META, SPOT, TTD
Brasada Capital8.3%April 18
Howard Marks MemoApril 18
Sandbrook Capital0.5%April 18SONO
Upslope Capital-1.2%April 18CHG, FTT
Wedgewood Partners9.8%April 18TPL, META, AAPL, TSMC, FRC
Ensemble Capital3.4%April 23FRB, BKNG
Blue Orca – Short Thesis on Shift4 PaymentsApril 23FOUR
Holdco – Short Thesis on US BancorpApril 23USB
Miller Deep Value-3.6%April 23MHO, NBR, GCI
Miller Opportunity9.8%April 23UBS, EXPE
Spruce Point – Short Thesis on NuveiApril 23NVEI
White Brook Capital-2.3%April 23RILY, KAR, MOS, GBX, AYFA
Polen Global Growth14%April 24
Polen Focus Growth11.3%April 24
White Falcon Capital12.3%April 24DCBO
Giverny Capital6%April 25FRC, SCHW
Culper Research – RumbleApril 28RUM
Curreen Capital-0.34%May 1
First EagleMay 1
Greenhaven Road Capital17%May 1
Greenlight Capital-1.3%May 1GRBK, KD, SIVB, OSH, BHF, FCNCA
Maran Capital5.2%May 1RNGR, DK
Silver Beech2.8%May 1ECN, UHAL, FCNCA, ALLY, GRBK
Spruce Point – DoubleVerify HoldingsMay 2DV
Bronte Capital7.4%May 3CS, SVB, UBS
Donville KentMay 3RET, KUT, GSY, CTS, CSU, NVEI, VHI
Hindenburg Research – Icahn EnterprisesMay 3IEP
Liberty Park Capital Management7.5%May 3ITI, THRY, BELFB
Palm Harbour Capital7.2%May 3TKA, OCI, CIR, J4V, TESB, CALT, PRT, GSMI
Horizon KineticsMay 5
Matrix AdvisorsMay 5
Boyar Value GroupMay 10
Gator Capital1.7%May 10SIVB
Greystone CapitalMay 10
Headwater Capital5%May 10
O’Keefe StevensMay 10SIVB
Nordstern CapitalMay 10STNE, ASTL, EMBRAC
Silver Ring PartnersMay 10OI, GTXAP, AIM
Alluvial Capital3.6%May 16EACO, TIM.WA, SKTP, RVI, PKST
Elliot – Letter to NRGMay 16NRG
Fairlight Capital9.9%May 16OPRA
Bleaker Street ResearchMay 19ARCB
Muddy Waters – Chinook TherapeuticsKDNYMay 19
Salt Light CapitalMay 19NVDA, TCP
Third Point CapitalMay 19GOOGL, UBS
Andvari12.3%May 29TYL
Hosking PartnersMay 29
Spruce Point – Perion NetworkMay 29PERI
Sohra Peak7.8%May 29DUR.AX
Grizzly Research – Blue BirdJune 5BLUE
Bonsai Partners7.9%June 5HWDN
Goehring and RozencwajgJune 5
Hindenburg Research – TingoJune 19TIO
Kerrisdale Capital – CarvanaJune 19CVNA
Donville KentJune 20
Pig Farmer Capital – EnovixJune 20ENVX
Interviews, Lectures & PodcastsDate Posted
David EinhornApril 13
Howard MarksApril 14
Warren BuffettApril 14
Stanley DruckenmillerApril 28
Howard MarksMay 1
Chris BloomstranMay 3
Samantha MaclemoreMay 3
Todd CombsMay 3
Milken Institute – Credit Outlook PanelMay 16
Stanley Druckenmiller at SohnMay 16
Joel GreenblattJune 20

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