(This letter was published for subscribers of Best ... I am doubtful that I will walk back my caution as soon as I did in 2024. Palantir (PLTR) trades at over 60x sales and looks expensive even ...

Deep Sail Capital Partners (the Fund) returned 38.1% net of fees while averaging 86% net long exposure. Click here to read the full fund letter.

Headwaters Capital Management, an investment management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here. The fund returned -6.6% (gross) and -6.8 ...