We recently published a list of large-cap stocks American politicians are buying. Energy Transfer LP Unit (NYSE:ET) ranks higher in the list of the top large-cap stocks American Senators and Congress members are buying. That’s why the stock deserves a deeper look. Over the past several months markets have been fretting over the concentration of […]
Over the past several months markets have been fretting over the concentration of returns phenomenon where just a handful of stocks are responsible for the broader market gains.
Silver Beech Capital, a value-oriented investment management firm, released its first quarter 2024 investor letter. A copy of the letter can be downloaded here. The fund returned 8.4% in the first quarter net of fees compared to 10.6% for the S&P 500 and 5.6% for the Russell 2000 index. Since inception, the annual compounded return […]
Silver Beech Capital, a value-oriented investment management firm, released its first quarter 2024 investor letter. A copy of the letter can be downloaded here.