Join for free and get access to the buyside
Get insights from the world's most influential hedge fund investors direct to your inbox
- © 2025 Buyside Digest
- Privacy Policy
- Disclaimer
- Sitemap
- Terms of Service
Tightening
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2022 Q2 | Aug 1, 2022 |
1578 Partners, LP Marc Werres
|
View | Inflation, Governance, Tightening | CVET | Corporate Governance, Federal Reserve Tightening, Inflation Shock, Intrinsic Value, Market Volatility |
| 2022 Q1 | May 11, 2022 |
1578 Partners, LP Marc Werres
|
View | Compounders, Inflation, Tightening | NFLX | Equity Valuation, Inflation Shock, interest rates, Monetary Tightening, Quality Compounders |