Greenhaven 1Q21 – Twitter: The Crowd Has This One Right
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Greenhaven Road Capital commentary for the first quarter ended March 2021, discussing their new investment in Twitter Inc (NYSE:TWTR). Q1 2021 hedge fund letters, conferences and more Dear Fellow Investors, The fund returned approximately 14% net of fees and expenses in the first quarter. Returns will vary by fund, class, and investment date, so please refer to your statements for actual returns. As this marks another positive quarter of returns, one might be tempted to lose sight of the fact that markets and, more relevantly, our portfolio will continue to have down months (e.g., March 2021),…

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HEDGE accordingly