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Stress
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2023 Q1 | May 11, 2023 |
1578 Partners, LP Marc Werres
|
View | Resilience, Banks, Stress | IBKR, NBN | Balance Sheet Strength, Banking Stress, Financial Resilience, Interest Rate Risk, Quality Compounders |
| 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 |