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Black Bear Value Partners Lp 2q19 Letter: Top 5 Businesses We Own – Valuewalk Premium

by valuewalkpremium.com posted 6days ago 8 views
“Sometimes I wish I could boldly go where no man’s gone before, but I’ll probably stay in Aurora.” – Garth Algar Each investors’ return will vary depending on the timing of the investment. I would caution those reading that our portfolio is shown at a point in time and can change for a variety of reasons. Below you will find positions by name and others by theme. Our main goal is to communicate the central portfolio themes. At times a theme would be top 5 in total, but not on an individual company basis (Media content is a great example).

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