Money and Finance
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 Letter - Edited for Public Viewing
- Paul Lountzis’ 2013 Annual Letter
Link to: Paul Lountzis’ 2013 Annual LetterOur 2013 year-end review is longer than usual because we felt it was important to discuss Berkshire Hathaway at length when Warren E. Buffett is no longer leading the company followed by our thoughts on several...
- 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...
- 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...
- 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 Q2 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....
Money and Finance
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.
- Paul Lountzis’ 2013 Annual Letter
Link to: Paul Lountzis’ 2013 Annual LetterOur 2013 year-end review is longer than usual because we felt it was important to discuss Berkshire Hathaway at length when Warren E. Buffett is no longer leading the company followed by our thoughts on several...
- 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...
- 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...
- 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 Q2 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....