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Merion Road Capital: "Fidelity National Financial (FNF) is Likely Over-Earning Right Now"


Merion Road Capital: “Fidelity National Financial (FNF) is Likely Over-Earning Right Now”
Merion Road Capital Management, an investment management firm, published its first quarter 2021 investor letter – a copy of which can be downloaded here.  A return of 2.5% was reported by the fund’s Long Only Large Cap Fund, while its Long Short Small Cap Fund delivered a 23.8% in the first quarter of 2021, outperforming its Russell 2000 and Barclay Hedge Fund benchmarks that had a 12.9% and 4.9% gains respectively in the same period. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Merion Road Capital Management, in their Q1 2021 investor letter, mentioned Fidelity National Financial, Inc. (NYSE: FNF) and shared their insights on the company. Fidelity National Financial, Inc. is a Jacksonville, Florida-based title insurance company that currently has a $12.7 billion market capitalization. Since the beginning of the year, FNF delivered an 11 ....

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Here's Why Rocky Brands (RCKY) Became Merion Road's Top Gainer for Q1 2021


Here’s Why Rocky Brands (RCKY) Became Merion Road’s Top Gainer for Q1 2021
Merion Road Capital Management, an investment management firm, published its first quarter 2021 investor letter – a copy of which can be downloaded here.  A return of 2.5% was reported by the fund’s Long Only Large Cap Fund, while its Long Short Small Cap Fund delivered a 23.8% in the first quarter of 2021, outperforming its Russell 2000 and Barclay Hedge Fund benchmarks that had a 12.9% and 4.9% gains respectively in the same period. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Merion Road Capital Management, in their Q1 2021 investor letter, mentioned Rocky Brands, Inc. (NASDAQ: RCKY) and shared their insights on the company. Rocky Brands, Inc. is a Nelsonville, Ohio-based shoe manufacturing company that currently has a $406.9 million market capitalization. Since the beginning of the year, RCKY delivered a whopping 99.93% return, impressively extendi ....

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Tuesday Morning Corp. (TUEM) "Worked Out Wonderfully" for Merion Road Capital


Tuesday Morning Corp. (TUEM) “Worked Out Wonderfully” for Merion Road Capital
Merion Road Capital Management, an investment management firm, published its first quarter 2021 investor letter – a copy of which can be downloaded here.  A return of 2.5% was reported by the fund’s Long Only Large Cap Fund, while its Long Short Small Cap Fund delivered a 23.8% in the first quarter of 2021, outperforming its Russell 2000 and Barclay Hedge Fund benchmarks that had a 12.9% and 4.9% gains respectively in the same period. You can view the fund’s top 5 holdings to have a peek at their top bets for 2021.
Merion Road Capital Management, in their Q1 2021 investor letter, mentioned Tuesday Morning Corporation (NYSE: TUEM) and shared their insights on the company. Tuesday Morning Corporation is a Dallas, Texas-based retail company that currently has a $141.1 million market capitalization. In the past 5 days, TUEM delivered a 0.33% return, while its 1-month gains are up by 2.03%. ....

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