The ARAR Fund appreciated 9.3% in January, a superb start of the year! Our Investor's Letter is now freely available. Want to be ahead? Reach out! ararfund.com/wp-content/u... #investing #alpha #deepvalue $JXN $STLA $XLY $GLD $GDX $GDXJ $SLV

We have a new Investor's Letter out, featuring my view on the datacenter/AI boom, Chinese fintech, and much much more. read it here: ararfund.com/wp-content/u... $BFIT $JFIN $QFIN $FINV $GOOG $GOOGL $NVDA $MSFT $ORCL $META $AMZN

We had a great Feb&March, read our Investment Letter here: ararfund.wordpress.com/wp-content/u... . Let's hope our macro item is not as prognostic as the last one 😅. Definitely worth a read if you want to look beyond the tariffs. $JXN $GOOG $BFIT $FLOW

Proud to present our latest Investor's Letter, featuring $ONEW, $JFIN, $NVDA, $GOOG $GOOG and much much more! Including differentiated takes on the impact of #DeepSeek and the latest #tariffs Read it all here: ararfund.com/wp-content/u...

So *everything* is being sold this morning, but I think there are quite some winners here. Who will correct me, if you please #deepseek #AI $NVDA $GOOG $MSFT $AMZN $AAPL

Read our New Year's letter here: Including all ingredients why the S&P500 will underperform in 2025: ararfund.com/wp-content/u... Check out the website to receive updates by e-mail: ararfund.com $JXN $GOOGL $GOOG $ONEW $TSLA $AMZN $NVDA $META

ARAR Fund Investor Letter Aug/Sep2024: ararfund.com/wp-content/u... . $GRVY $NMM $IMPP $ZIM $DAC $0327.HK $STLA $JXN $STLAM $BFIT $PEUG #Navios

(backlog post:) ARAR Fund Investor Letter Jun/Jul2024: ararfund.com/wp-content/u... . $GRVY $BFIT $0327.HK $STLA $JXN $STLAM $BFIT $PEUG $BFIT $GOOG $GOOGL $ONEW $EXOR #PaxGlobal

(backlog post:) ARAR Fund Investor Letter Dec/Jan: ararfund.com/wp-content/u... . $GRVY $AWE.L $STLA $JXN $STLAM $BFIT $PEUG $BFIT $GOOG $GOOGL $ONEW $EXOR $PRX

(backlog post:) ARAR Fund Investor Letter Dec/Jan: ararfund.com/wp-content/u... $STLAM.MI $STLA $JXN $STLAM $BFIT $PEUG $BFIT $GOOG $GOOGL $ONEW $EXOR $PRX

(backlog post:) ARAR Fund Investor Letter Dec/Jan: ararfund.com/wp-content/u... $ALOKW.PA $JXN $STLAM $STLAMI.IM $PEUG $BFIT $GOOG $GOOGL $ONEW $EXOR $PRX

(backlog post:) ARAR Fund Investor Letter Oct/Nov: ararfund.files.wordpress.com/2023/12/inve... $KEC.TO $AWE $STLAM $STLAMI.IM $PEUG $BFIT $GOOG $GOOGL $ONEW $EXOR $PRX

After an amazing December (+8.1%), the ARAR Fund wasn't able to match the Magnificent 7 in January. Read all about it in our Investor Letter: ararfund.files.wordpress.com/2024/02/inve... $AWE $ONEW $PEUG $STLAM $STLA $BFIT $ALOKPW ( $NVDA $META $GOOG $AAPL $MSFT $TSLA )