Andrew Carreon
Emeth Value Capital
Concentrated value with a quality tilt: a handful of deeply mispriced stocks.
Best for Concentrated investors who want to see a small portfolio defended name by name.
Why I read Andrew
A one-person shop in New Orleans running about five positions. With a book that tight, every letter has to defend each name in detail.
Links go to the firm's own site unless marked "via", which means a public copy of a letter the firm no longer hosts. Official letters page ↗