Quality stock write-up letters

Alluvial Capital
Small cap value and thinly-traded issues, internationally
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P10 Holdings, EACO Corporation
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Gator Capital
Concentrated portfolio of off-the-run Financials
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ConnectOne Bancorp, Flushing Financial Corp
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Maran Capital Management
Value-driven, concentrated, long-term investments
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Whole Earth Brands, Pure Cycle
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Steel City Capital
Bottom-up, research intensive investment process
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Liberated Syndication, Anterix, EchoStar, EBAY, TC Pipelines, Trupanion, Hanesbrands, Ollie’s Bargain Outlet
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Greenhaven Road
Searches in places rarely trafficked to locate hidden gems
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Barnes & Noble Education, Nautilus, AudioEye
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APPS, PAR, KKR, ESTC, ROKU
Hayden Capital
Concentrated, long-term, value
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Afterpay
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Alta Fox Capital
Undiscovered high-quality businesses
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Enlabs
Blue Tower
Applying advanced analytics to classic value investing
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Berry Global
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Bonsai Partners
Concentrated portfolio of high conviction ideas
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Micron Technology
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ASX:RBL, NZE: PPH
Miller Value Partners
Value-driven, research-intensive investment process
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SIG, CHS, PBI, ATCO
Donville Kent
North American long-short equity with small cap bias
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ATGN, DND, NVEI, CVE:STC, CVE:VHI
GreenWood Investors
Invests in builders and transformations globally
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CTT
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Greystone Capital Management
Concentrated value investing
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RCI Hospitality, Rimini Street, Research Solutions, Power REIT
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Adestella
Fundamental research with insights from behavioral finance
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Genomma Lab
Summer Value Partners
Misunderstood stocks within narrow competence circle
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Emisphere Technologies, Electromed, Providence Services Corp, Assertio Holdings
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Aikya
High-Quality Emerging Markets Businesses
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Marico
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Upslope Capital
Concentrated, long/short equity, focused on mid-cap
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Bright Horizons Family Solutions
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Bireme
Mix of quantitative and qualitative strategies
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RHP, WFC
Spree Capital
Under the radar compounder businesses
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IAC/InterActiveCorp, Pinterest Inc.
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Arisaig
Investing in the emerging market consumer
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Foshan Haitian
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BVMF:HAPV3
Curreen Capital
Invests in “ugly duckling” stocks
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CNDT
McLain Capital
Long/short combining statistics and fundamentals
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Molson Coors
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Laughing Water Capital
Concentrated, typically owning 10-15 equities
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USA Technologies, Whole Earth Brands
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Cedar Creek Partners
Primarily micro and small cap equities
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Pendrell
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SODI, PIOE, DBMG, BVERS, PCHM
Massif Capital
Basic Materials, Energy and Industrial businesses
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RWE, Polaris Infrastructure, Altius Minerals
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Cooper Investors
Investments include early turnarounds
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Paycom, Bentley Systems, Amadeus IT Holdings, HDFC Bank
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HKG:0669, ICE, EPA:ERF
White Brook Capital
Socially responsible strategy that invests in mid-caps
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Goodyear Tire
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Giverny Capital
Long-term ownership of outstanding businesses
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NZE:ATM, CACC
Ensemble Fund
Competitively advantaged business models
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Chipotle Mexican Grill, Intuitive Surgical
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HD, GOOGL, BR, FRC, NVR, TYO:7974
Vltava Fund
Value Oriented, Research Driven Investment Fund
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CVS
Long Cast Advisers
Uncorrelated returns via concentrated ownership
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GTXMQ, FRMO