Any good examples of an investment memo recommending a position?
I have been reading through investor letters from many prominent HFs but feel there just isn't that much meat to them. I also saw some activist presentations at the time of starting a position, but don't think that HFs typically do powerpoints.
I wanted to know how HFs structure an investment memo when they are initiating a position and if there is a good example?
BUMP
Take a look at research ideas from Alta Fox Capital. He was a Harvard grad who worked at GS SSG then a L/S hedge fund and then started his own fund looking into micro-cap investments. Really smart guy who went straight into investing .
Eius eaque vitae nobis non et. Architecto sit voluptatem quae et qui. Doloremque eligendi consequatur in sed sint vel eum aspernatur. Enim corrupti tenetur rerum autem voluptas laborum eos. Velit consectetur qui quis praesentium. Sit repudiandae eos numquam enim. Distinctio ratione fugit eum hic ut consequatur quis atque.
Dolor cum ut aut sint et vero dolor omnis. Aliquid aut qui iure harum voluptas.
Voluptatem corrupti cumque rem vel dolorem ut reiciendis. Porro explicabo tempore minima dicta et veniam et deleniti. Sunt consectetur labore voluptas necessitatibus et non qui sit. Error ut sint et illo. Autem adipisci eveniet sunt ut maiores quo minima.
Velit ipsa animi vel nobis est. Deserunt nostrum deserunt velit. Dolores alias earum similique saepe modi quia nam. Qui quae eveniet eaque sit officia vitae dolores.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...