Money and Finance
Below are a couple of sections (slightly edited for public viewing) from a letter just sent to the investors of the fund I help manage.
Disclosure: I am a portfolio manager at Chanticleer Advisors ("CA") and Chanticleer Investment Partners ("CIP") and the fund managed by Chanticleer Advisors owns shares in High Arctic Energy Services Inc. (TSX: HWO), which is mentioned in the letter below. We may in the future buy or sell shares in the fund or other accounts managed by either CA or CIP and are under no obligation to update our activities. This is not a recommendation to buy or sell a security. Please do your own research before making an investment decision.
Chanticleer - Q3 2012 Letter to Investors - Edited for Public Viewing
- Chanticleer - Q4 2012 Letter Excerpt
Below is a 2-page excerpt from the latest letter of the fund I help manage. For those that were used to logging into the Chanticleer Advisors website to view the letter, our new website now requires free registration for each individual instead of the...
- Kelpie Capital Write-up On Zicom Group
Great overview of a stock that is currently one of our favorite ideas at Chanticleer. The stock closed today at $0.17 AUD, which is about 70% of tangible book value. We think the management team is very familiar with value investing and Warren Buffett...
- Chanticleer Q3 Letter
Below are a few sections (slightly edited for public viewing) from a letter just sent to the investors of a fund I help manage. If you’re interested in receiving our letters, feel free to email either Matt or me at the email addresses listed HERE. Link...
- Chanticleer Q1 Letter
Below are a few sections (slightly edited for public viewing) from a letter just sent to the investors of a fund I help manage. If you’re interested in receiving our letters, feel free to email either Matt or me at the email addresses listed HERE....
- Q4 Letter
Below are a couple of sections (slightly edited for public viewing) from a letter just sent to the investors of a fund I help manage. The sections mostly discuss one of our more recent investments and our thoughts on holding cash. Chanticleer Q4 2010...
Money and Finance
Chanticleer Q3 2012 Letter
Below are a couple of sections (slightly edited for public viewing) from a letter just sent to the investors of the fund I help manage.
Disclosure: I am a portfolio manager at Chanticleer Advisors ("CA") and Chanticleer Investment Partners ("CIP") and the fund managed by Chanticleer Advisors owns shares in High Arctic Energy Services Inc. (TSX: HWO), which is mentioned in the letter below. We may in the future buy or sell shares in the fund or other accounts managed by either CA or CIP and are under no obligation to update our activities. This is not a recommendation to buy or sell a security. Please do your own research before making an investment decision.
Chanticleer - Q3 2012 Letter to Investors - Edited for Public Viewing
- Chanticleer - Q4 2012 Letter Excerpt
Below is a 2-page excerpt from the latest letter of the fund I help manage. For those that were used to logging into the Chanticleer Advisors website to view the letter, our new website now requires free registration for each individual instead of the...
- Kelpie Capital Write-up On Zicom Group
Great overview of a stock that is currently one of our favorite ideas at Chanticleer. The stock closed today at $0.17 AUD, which is about 70% of tangible book value. We think the management team is very familiar with value investing and Warren Buffett...
- Chanticleer Q3 Letter
Below are a few sections (slightly edited for public viewing) from a letter just sent to the investors of a fund I help manage. If you’re interested in receiving our letters, feel free to email either Matt or me at the email addresses listed HERE. Link...
- Chanticleer Q1 Letter
Below are a few sections (slightly edited for public viewing) from a letter just sent to the investors of a fund I help manage. If you’re interested in receiving our letters, feel free to email either Matt or me at the email addresses listed HERE....
- Q4 Letter
Below are a couple of sections (slightly edited for public viewing) from a letter just sent to the investors of a fund I help manage. The sections mostly discuss one of our more recent investments and our thoughts on holding cash. Chanticleer Q4 2010...