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L1 Capital International Fund: "Microsoft Corporation (MSFT) is a Clear and Substantial Beneficiary of AI"

L1 Capital, an investment management firm, released its “L1 Capital International Fund” second quarter 2023 investor letter, a copy of the same can be downloaded here. In the June 2023 quarter, the fund returned 9.0% (net of fees) outperforming the benchmark’s (MSCI World Net Total Return Index in AUD) 7.5% return. The Fund and Benchmark’s Australian […] ....

Rosonic Shutterstock , Microsoft Corporation , Popular Stocks Among Hedge , Capital International , The Fund , Nvestor Letter , D1 Capital ,

Here's Why L1 Capital International Fund Trimmed Eagle Materials (EXP)

L1 Capital, an investment management firm, released its “L1 Capital International Fund” first quarter 2023 investor letter, a copy of the same can be downloaded here. In the first quarter, the L1 Capital International Fund returned 13.7% (net of fees) compared to its benchmark’s (MSCI World Net Total Return Index in AUD) 9.1% return for the […] ....

Eagle Materials Inc , Popular Stocks Among Hedge , Eagle Materials , Clearbridge Small Cap Strategy , Eagle Materials Inc , Eagle Materials Inc , D1 Capital , Nvestor Letter ,

March quarter funding in Indian start-ups drops 75% year-on-year as 'winter' intensifies

Capital worth $2.8 billion flowed into Indian startups in Q1 2023, compared to $11.9 billion in the year-ago period. Late-stage deals were the worst impacted by the funding slowdown. ....

Amit Chandra , Sequoia Capital , Insurance Dekho , Alteria Capital , Premji Invest , Elevation Capital , Chiratae Ventures , Business Today , Bain Capital India , March Quarter , Startup Funding , Ndian Startip Funding , D1 Capital , Funding Slowdown ,

Inside a Disastrous Month for Growth Funds Like Tiger Global, Melvin

After a bad April, Dan Sundheim tweeted at Jeff Bezos, saying the market is telling companies like his to "stop wasting money and focus on execution." ....

Hedge Funds , Bi Prime , Dan Sundheim , D1 Capital , Chase Coleman , Melvin Capital , Gabe Plotkin , Bradley Saacks ,