Were not seeing that, but im looking at tech stocks we are seeing still dramatic moves, pintrest up about 10 shop fie up about five the market faded gains yesterday in the 10 00 hour bounced back by 11 00 and close we were about flat you never know which way that is going to go, right, morgan thats true, jon. We have averages up about 20 off the march 23rd lows. One of the questions being debated on wall street right now is are equities ahead of reality . The focus has been for investors for the market the curve of the virus. We are seeing some of the hopeful signs thats maybe flattening in the hot spots like new york, new jersey, some of the other areas that have been epicenters here in the u. S at some point in the coming days, hopefully based on the models well get past that projected peak and i think the question shifts to what does the medium and long term impact of covid19 look like on the economy and also what thats going to mean in terms of a rewriting on earnings, which were f
Alphyn Capital Management, an investment management firm, released its first-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Oakmark Funds, advised by Harris Associates, released its “Oakmark Select Fund” first quarter 2024 investor letter. A copy of the same can be downloaded here.
In this article we took a look at 10 stocks hedge funds were pitching in their 2023 Q3 investor letters. You can read the first part of this article here.