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Will Warrior Met Coal (HCC) be Able to Increase its Intrinsic Value Per Share?

Black Bear Value Partners, an investment management firm, published its third quarter 2023 investor letter, a copy of which can be downloaded here. Black Bear Value Fund returned +7.3% in September and is up +26.4% YTD and the S&P 500 returned -4.8% in September and +13.1% YTD. HFRI Value Index returned +8.8% YTD through August. In […]

Should You Hold Asbury Group (ABG)?

Black Bear Value Partners, an investment management firm, published its third quarter 2023 investor letter, a copy of which can be downloaded here. Black Bear Value Fund returned +7.3% in September and is up +26.4% YTD and the S&P 500 returned -4.8% in September and +13.1% YTD. HFRI Value Index returned +8.8% YTD through August. In […]

Is Builders FirstSource (BLDR) a Cyclical Stock?

Black Bear Value Partners, an investment management firm, published its second quarter 2023 investor letter, a copy of which can be downloaded here. Black Bear Value Fund returned +4.4%, net, in June and +14.0%, net, YTD, compared to the HFRI Value Index, which returned +3.3% in June and is +5.9% YTD. During the same period, the […]

Should You Hold Asbury Group (ABG)?

Black Bear Value Partners, an investment management firm, published its second quarter 2023 investor letter, a copy of which can be downloaded here. Black Bear Value Fund returned +4.4%, net, in June and +14.0%, net, YTD, compared to the HFRI Value Index, which returned +3.3% in June and is +5.9% YTD. During the same period, the […]

Do You Believe in the Growth Potential of CONSOL Energy (CEIX)?

Black Bear Value Partners, an investment management firm, published its second quarter 2023 investor letter, a copy of which can be downloaded here. Black Bear Value Fund returned +4.4%, net, in June and +14.0%, net, YTD, compared to the HFRI Value Index, which returned +3.3% in June and is +5.9% YTD. During the same period, the […]

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