Choice Equities Slumps -36.7% In 2022, Bets On Crocs And The Restaurant Sector For The Recovery

[Valuewalk premium advertisement ad unit]() [Privacy Policy]() | [Advertiser Disclosure]() Invest in the Company Behind The Walking Dead If you could invest in the company behind one of television's biggest hits ever, would you? Well here’s your chance. [Skybound Entertainment](), the entity behind The Walking Dead, Invincible, Impact Winter, and 150+ other intellectual properties announced its first-ever Regulation A+ campaign through the investment platform Republic, and they are looking for investors like you. Unlike most entertainment businesses, Skybound is creator and fan-focused, and this fundraising campaign is a chance for Skybound’s biggest fans to become investors with skin in the game. Public adoption of the offering has been well received and Republic has described it as one of the most successful launches on its site to date. In a private quiet period, Skybound raised more than $11 million. Skybound’s offering is now open to the general public, and investments start at $500. If you want to take a stake in Skybound, [check out their offering here.]() [*See important disclosures and risks]() [Choice Equities Slumps -36.7% In 2022, Bets On Crocs And The Restaurant Sector For The Recovery]() Like most equity hedge funds, Mitchell Scott's Choice Equities struggled in 2022. Even though it reported a positive end of the year, generating gains of 6.5% on a net basis in the fourth quarter, the fund lost -31.6% overall for the year, compared to -20.5% for the Russell 2000 and -18.1% for the S&P 500. […] [Read More]() [Alluvial Fund December 2022 Performance Update](=) Alluvial Fund performance update for the month ended December 31, 2022. Q4 2022 hedge fund letters, conferences and more Dear Partners and Colleagues, I wanted to share Alluvial Capital Management's quarterly letter to partners, which includes discussion on Alluvial Fund . . . SORRY! This content is exclusively for paying members. SIGN UP HERE If you […] [Read More](=) [Farnam Street Investments December 2022 Commentary: Deadly Inventions]() “Death is very likely the single best invention of life.” --Steve Jobs Mother Nature cares very little for the individual. She uses death as a sorting and cleansing mechanism. What can her brutal indifference teach us about investing and good decision-making hygiene? We’re perpetually dying inside. No, really. Apoptosis is a biological process in multicellular […] [Read More]() [Valuewalk premium advertisement ad unit]() [Bonhoeffer Fund December 2022 Performance Update]( Bonhoeffer Fund's performance update for the month ended December 31, 2022. Q4 2022 hedge fund letters, conferences and more The Bonhoeffer Fund returned -0.6% net of fees in December, for a year-to-date return of -20.5%. Bonhoeffer . . . SORRY! This content is exclusively for paying members. SIGN UP HERE If you are subscribed […] [Read More]( [Absolute Return Partners February 2023: Is the Bubble About to Burst?](=) “How errors of human judgment can infect even the smartest people, thanks to overconfidence, lack of attention to details, and excessive trust in the judgments of others, stemming from a failure to understand that others are not making independent judgments but are themselves following still others – the blind leading the blind.” Robert J. Shiller […] [Read More](=) [GrizzlyRock Won In Q4 And Protected Capital In 2022 With Cyclical Stock Picks [Exclusive]]( GrizzlyRock Value Partners returned 12.8% net for the fourth quarter, capping its full-year return at -2.5% net for 2022. For 2022, the Russell 2000 plummeted by 20.4%. In the fourth quarter, the fund's long holdings contributed 11.3% net to its return, while its short book added another 1.5% net. For all of 2022, GrizzlyRock Value's […] [Read More]( [Privacy Policy]() | [Advertiser Disclosure]() [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