Should You Consider Investing in Sprouts Farmers Market (SFM)?
Silver Ring Value Partners, an investment management firm, published its first quarter 2021 investor letter – a copy of which can be downloaded here. The partnership has compounded capital at an annualized rate of over 17% per year net of fees since inception. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Silver Ring Value Partners, in their Q1 2021 investor letter, mentioned Sprouts Farmers Market, Inc. (NASDAQ: SFM), and shared their insights on the company. Sprouts Farmers Market, Inc. is a Phoenix, Arizona-based supermarket company that currently has a $3.06 billion market capitalization. Since the beginning of the year, SFM delivered a 29.55% return, while its 12-month gains are up by 16.98%. As of May 03, 2021, the stock closed at $26.53 per share.
Here’s Why Silver Ring Value Partners Remains Optimistic in Charles and Colvard Ltd. (CTHR)
Silver Ring Value Partners, an investment management firm, published its first quarter 2021 investor letter – a copy of which can be downloaded here. The partnership has compounded capital at an annualized rate of over 17% per year net of fees since inception. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Silver Ring Value Partners, in their Q1 2021 investor letter, mentioned Charles & Colvard, Ltd. (NASDAQ: CTHR), and shared their insights on the company. Charles & Colvard, Ltd. is a Morrisville, North Carolina-based jewelry company that currently has a $106 million market capitalization. Since the beginning of the year, CTHR delivered a decent 180.49% return, impressively extending its 12-month gains to 422.81%. As of May 03, 2021, the stock closed at $3.66 per share.
Is Discovery Inc. (DISCK) A Smart Long-Term Buy?
Silver Ring Value Partners, an investment management firm, published its first quarter 2021 investor letter – a copy of which can be downloaded here. The partnership has compounded capital at an annualized rate of over 17% per year net of fees since inception. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Silver Ring Value Partners, in their Q1 2021 investor letter, mentioned Discovery, Inc. (NASDAQ: DISCK), and shared their insights on the company. Discovery, Inc. is a New York, New York-based mass media company that currently has a $17 billion market capitalization. Since the beginning of the year, DISCK delivered a 19.82% return, extending its 12-month gains to 62.09%. As of May 03, 2021, the stock closed at $31.38 per share.
Billionaire Seth Klarman’s Top 5 Stock Picks for 2021
5. Fox Corporation (NASDAQ: FOXA)
Baupost Group reduced its position in Fox Corporation (NASDAQ: FOXA) during the fourth quarter to 5.95% of the overall 13F portfolio, according to the latest filings. Still, FOXA ranks 5th on the list of Seth Klarman’s top 10 stock picks for 2021. Shares of Fox grew sharply since the beginning of this year, thanks to revenue growth prospects for 2021.
Silver Ring Value Partners, which posted a return of 26.6% for the last 12 months, sold their position in Fox Corporation during the fourth quarter. Here is what Silver Ring Value Partners stated in their Q4 investor letter: