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Grizzly Rock is posturing strong returns with a concentrated portfolio

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valuewalk.com

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info@valuewalk.com

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Thu, Aug 12, 2021 01:44 PM

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Hello, Money Management—Simplified Terms and conditions apply. Investing involves risk includin

Hello, Money Management—Simplified [ Buzz... Ding! Ring, ring! That’s the sound of every app on your phone begging for attention. In your increasingly busy digital life, it can be challenging to keep long-term financial goals in check. Enter the M1 Finance Super App: an all-in-one money management platform designed to streamline and automate smart investing, borrowing, saving, and spending. M1 Finance is so customizable and easy to use, it’s no surprise that more than 500,000 investors have opened an M1 account for their smart money moves. Start building your wealth with us today and get a $30 boost when you fund your new investment account with $1000. Terms and conditions apply. Investing involves risk, including the loss of funds. [Get Your $30]( Terms and conditions apply. Investing involves risk including the risk of loss. M1 Finance LLC, member FINRA/SIPC. [Grizzly Rock is posturing strong returns with a concentrated portfolio]() GrizzlyRock Value Partners returned 10.2% for the second quarter, bringing its year-to-date return to 28.28% net. The S&P 500 was up 8.17% for the quarter, while the Russell 2000 returned only 4.05%. Compared to the Russell 2000, GrizzlyRock's long portfolio delivered alpha of 10.8%, although that was reduced by the short alpha of -0.6%. Q2 […] [Read More]() [Macro Trader Colin Lancaster Discusses Fed Up]( ValueWalk’s Raul Panganiban interviews Colin Lancaster, a 25-year Wall Street Professional. In this part, they discuss what made Colin switch to macro trading, his book Fed Up!: Success, Excess and Crisis Through the Eyes of a Hedge Fund Macro Trader” and who the book is meant for. Q2 2021 hedge fund letters, conferences and more […] [Read More]( [YTD Global M&A Exceeds Value Recorded During Whole of Last Year](=) “Following 4 consecutive trillion dollar quarters, deal-making continues at pace in the third quarter with the US driving activity, and with tech leading the sectors as companies continue to embrace digital transformation. Less than 8 months into the year, we have already seen the value of global deal making smash 2020’s annual total and reach […] [Read More](=) [Qualivian Investment Partners July 2021 Commentary]() Qualivian Investment Partners commentary for the month ended July 2021. Q2 2021 hedge fund letters, conferences and more Dear Friends of the Fund, Qualivian Investment Partners’ Performance Update Qualivian reached its three year track record in December 2020 and is comfortably ahead of its benchmark. We are actively weighing investment proposals. Starting in November 2019, […] This stock could soar as cannabis beverage sales hit $2.5 billion A popular Seattle cannabis manufacturer is now partnering with other companies to produce a new line of cannabis-infused beverages. It's perfect timing. A new report reveals cannabis beverage sales will reach $2.8 billion by 2025, expanding at an annual compounded rate of 17.8%. A huge opportunity! [Find out why this could be the #1 penny stock opportunity of 2021]() [Read More]() [Tellurian Inc.’s Contract With Shell Is A Disgrace]( The Soukis and their executives have always view Tellurian Inc (NASDAQ:TELL)’s share as an inexhaustible currency; Tellurian’s total cash burn has been more the $500M since 17′ and we have no reasons to believe that their equity holders will not absorb the coming leak: Q2 2021 hedge fund letters, conferences and more Tellurian books large contracts at […] [Read More]( [PG&E Corporation ‘Is A F**king No Brainer’]() Whitney Tilson’s email to investors discussing PG&E Corporation (NYSE:PCG) ‘is a f**king no brainer’; the latest issue of Empire SPAC Investor; Twitter is stuck with itself, too; two more commentson Uber and Lyft. Q2 2021 hedge fund letters, conferences and more PG&E ‘Is A F**king No Brainer’ 1) I continue to enjoy Hard Money’s Million […] [Read More]() Washington State's Cannabis Stock Poised to Double Sales in a Year Nearly a decade ago, two ambitious entrepreneurs in the Seattle area saw the potential behind Washington State's referendum to legalize recreational use of cannabis. They created a company that have seen sales grow 8X in just a few years. Now they're poised to double sales again, expand nationwide. [Get All the Details in Brand-New Special Report!]() VALUEWALK LLC (c) 2011-2021 347 Fifth Avenue Suite 1402-390 , New York, NY 10016 973-685-6523 [Unsubscribe]( or the

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