Chilton Adds 20.8%, Sees Value In Diversified REITs

[valuewalkpremium Logo]() [Elite hedge fund stock picks.]() ​ ​[Chilton Adds 20.8%, Sees Value In Diversified REITs](​ According to a copy of the firm's monthly investor update, Chilton Capital Management's REIT composite returned 4.3% in June, which ValueWalk has been able to review. Q1 2021 hedge fund letters, conferences and more The composite has returned 20.8% net of fees for the year to the end of June following this performance. Over the […] ​ ​[10 Charts to Watch in 2021 [Half-Time Update]](=)​ Big picture thoughts on the macro/market outlook Q2 2021 hedge fund letters, conferences and more ​ ​[SVN Capital Fund H1 2021 Commentary]()​ SVN Capital’s commentary for the first quarter ended June 30, 2021. Q2 2021 hedge fund letters, conferences and more Dear Partner, SVN Capital Fund’s portfolio returned 16.7% gross and 15.3% net of all fees in the first half of 2021. Your return will be different depending upon when you invested. In the following pages, I […] The post SVN Capital Fund H1 2021 Commentary appeared first on ValueWalk. ​ ​[Symmetry Invest A/S 1H21 Commentary](=)​ Symmetry Invest A/S commentary for the second half ended June 30, 2021. Q2 2021 hedge fund letters, conferences and more In this newsletter, we will take a closer look at the effect of optimizing work processes and how to use social media as an advantage instead of a disadvantage. In addition, we will look at […] The post Symmetry Invest A/S 1H21 Commentary appeared first on ValueWalk. ​ ​[What Exactly Bitcoin Is And What Is Its Value](​ People confuse “intrinsic value” with “price” most of the time. Financial history is full of periods when asset groups (tulips, metals, railroads, dotcom etc etc) explode in value only to crash to reality. There are tons of very smart people who believe in cryptos and just as many very smart ones do not. My main […] The post What Exactly Bitcoin Is And What Is Its Value appeared first on ValueWalk. ​ ​[AutoZone, Inc. (AZO): The Mistakes Of Omission]()​ Whitney Tilson’s email to investors discussing the mistakes of omission; his AutoZone, Inc. (NYSE:AZO) whiff; and Buffett & Munger‘s comments. Q2 2021 hedge fund letters, conferences and more The Mistakes Of Omission 1) These tweets by my friend Yen Liow of hedge fund Aravt Global had me thinking… AutoZone Whiff As I look back over […] The post AutoZone, Inc. (AZO): The Mistakes Of Omission appeared first on ValueWalk. ​ ​ [facebook]() [twitter]() [linkedin]() [instagram](=) Copyright 2021 VALUEWALK LLC, All rights reserved. You are receiving this email because you subscribed to this newsletter on [valuewalk.com]() [Unsubscribe]( or the 295 Madison Avenue 12th floor, New York, NY 10117 973-685-6523 [Unsubscribe](