Commentary

We publish our investment commentary on a quarterly basis. Our writings help contextualize our investment approach over time.

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April 27, 2021

The story of the Q1’ 2021 in many respects centered around the positioning of highly levered hedge funds. In January,…

February 3, 2021

None of us will forget 2020. Collectively, we faced immense challenges brought on by a kind of pandemic that infects…

November 18, 2020

It certainly is a bizarre feeling observing the strength in our investment portfolios amidst the backdrop of an unprecedented global…

August 15, 2020

In our Q1 2019 commentary we expressed how “COVID-19 will kick off one of the most profound reshaping of our…

July 9, 2020

Elliot Turner was honored to present his in-depth investment thesis on Twitter (Nasdaq: TWTR) at Wide-Moat Investing Summit 2020. We…

April 23, 2020

Dear Client,   We hope you all are staying safe and well through these challenging times. COVID-19 is something personal…

March 12, 2020

Dear Client,   Many prognosticators call a 20% drawdown from peak to trough in markets a bear market. The week…

March 4, 2020

March 4, 2020 Dear Elliott Management,   As long-term shareholders of Twitter, we think efforts to oust co-founder Jack Dorsey…

January 27, 2020

2019 saw the S&P register a 30% total return. In isolation, this looks like a banner year, and it sure…

October 15, 2019

2018 was a watershed year for turning this formerly illegal activity into a regulated, legal activity. Many regular people cheered…