Q4 2022 Hedge Fund Letters Database Now Live

[Valuewalk premium advertisement ad unit]() [Privacy Policy]() | [Advertiser Disclosure]() [Q4 2022 Hedge Fund Letters Database Now Live]() Q4 2022 hedge fund letters database is now up. See what stocks top hedge funds are selling, what they are buying, what positions they are hiring for, their investment process, their returns, and much more! This page is updated frequently, VERY FREQUENTLY, daily, or sometimes multiple times a day. As we get new letter coverage we immediately add it. So make sure to check back! [Read More]() [Cathie Wood’s Grim 2022 Is Almost Over. Next Year Also Looks Bad]() Cathie Wood’s worst-ever year wasn’t even over before the clouds started to gather for 2023. Q3 2022 hedge fund letters, conferences and more [Read More]() [HVS 4Q22: Rowan Street On Meta Platforms]( Hidden Value Stocks issue for the fourth quarter ended December 31, 2022, featuring an update from Rowan Street Capital, pitching their thesis on Meta Platforms Inc (NASDAQ:META). Rowan Street’s Thesis On Meta In the September 2019 issue of Hidden Value Stocks, Rowan Street Capital pitched Box Inc (NYSE:BOX) and Under Armour Inc (NYSE:UA). Rowan’s Box […] [Read More]( [Tesla’s Production Capacity Outstrips Incoming Orders – Shortseller](=) Stanphyl Capital’s commentary for the month ended December 31, 2022, discussing their short position in Tesla Inc (NASDAQ:TSLA). Inventory Pile Up Despite running its new factories in the U.S. and Germany at only around 20% of capacity, massive amounts of excess Tesla inventory piled up in Q4, spurring huge, margin-slashing price cuts in China, Europe, […] [Read More](=) [When Dominoes Begin To Fall – OWTW]() COLD HOT TURKEY Earlier this year, in the Insider Newsletter we highlighted a corner of the market that was left for dead by investors. Namely, Turkish stocks. [Read More]() [Mohnish Pabrai: Markets Provide Investors With Very High Error Rates](=) During this Q&A session with YPO Gold Nairobi in Kenya, Mohnish Pabrai discussed how markets provide investors with very high error rates. Here’s an excerpt from the session: Q3 2022 hedge fund letters, conferences and more [Read More](=) [facebook]() [twitter]() [linkedin]() [instagram](=) Copyright 2022 VALUEWALK LLC, All rights reserved. You are receiving this email because you subscribed to this newsletter on [valuewalk.com]() [Unsubscribe]( | [Manage Subscription Preferences]( 295 Madison Avenue 12th floor, New York, NY 10117 973-685-6523