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Opportunity
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q2 | Jul 27, 2025 |
Weitz Partners III Opportunity Fund Wally Weitz
|
View | Opportunity | BRK/A, CSGP, KMX | asymmetric returns, Capital discipline, dislocation, flexibility, opportunity |
| 2022 Q4 | Jan 31, 2023 |
1578 Partners, LP Marc Werres
|
View | Valuation, Opportunity, Stress | NBN | Equity Valuations, Financial Stress, Intrinsic Value, Long-Term Opportunity, Monetary Tightening |