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Q3 Hedge Fund Letters & Conferences Database! Sohn, Delivering Alpha And Much More [UPDATED 10/16 10:53 EST Or more recently]

Simply click the menu below to perform sorting functions. Page is updated very frequently so please come back or bookmark the page. This database is complied by scouring hundreds of sites, emails and last but not least Valuewalk's top-notch exclusive sources network. We have the MOST extensive source out there of...

The Fallacy of Rebalancing Revisited

Financial advisors routinely adhere to the discipline of rebalancing portfolios, so much so that they invest tens of thousands of dollars in software to automate the process. That adherence has been regularly reinforced by financial writers. I show why this conventional wisdom is wrong and rebalancing may be as...

Passive Investors are Driving Market Instability

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. Q3 2020 hedge fund letters, conferences and more If you have ever driven on California’s Pacific Coast Highway (PCH), you understand risk. For those who haven’t made the drive, you are missing out on...

Inflation And Value

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Inflation And Value. Here’s an excerpt from the episode: Q3 2020 hedge fund letters, conferences and more Image source: YouTube Video Screenshot Tobias: Yeah, I’ll take a shot at it. So, we’ve had this massive crash. We’ve...

This long-only fund sees African stocks as “cheap”

The Laurium Limpopo Fund was up 2.1% for the third quarter. The African long-only fund underperformed its benchmarks during the third quarter. The MSCI Africa ex-South Africa Index and the S&P All Africa ex-South Africa Capped Index each returned an average of about 5.7%. Q3 2020 hedge fund letters, conferences...

Winners Evolve..

This will make you sit up in your chair (emphasis mine): Q3 2020 hedge fund letters, conferences and more In the 1990’s Harvard Business School’s Amy Edmondson performed some research to try to understand some of the qualities that make up a well-run hospital. She was not prepared, however, for one...

Peter Lynch: It’s The Company, Stupid

Every investor wants to find the next big thing. Unfortunately, this is almost certainly harder than it appears. Unless you have a crystal ball, finding the next hot stock is almost impossible. One issue investors have to contend with is the fact that the next big thing is often hidden...

Trident Fund LP September 2020 Performance Update

Trident Fund LP performance update for the month ended September 30, 2020. Q3 2020 hedge fund letters, conferences and more The Trident Fund LP returned -6.2 percent in September, and the fund is +12.9  percent net year to date. September volatility pushed Trident offsides on 15 of the 19 markets it trades. While...

Short thesis for Patterson Companies from Bucephalus

ValueWalk is preparing for its fourth Contrarian Investor Virtual Conference in partnership with the Contrarian Investor Podcast and Breakout Point. We've got an excellent slate of speakers scheduled, including experts from Bucephalus Research. Q3 2020 hedge fund letters, conferences and more pasja1000 / Pixabay Profile of Bucephalus Research Bucephalus Research touts itself as...

Endogenous Versus Exogenous Rates Of Return

During his recent interview with Tobias, David Horn, Adjunct Professor of Applied Value Investing at Columbia Business School, discussed Endogenous Versus Exogenous Rates Of Return. Here’s an excerpt from the interview: Q3 2020 hedge fund letters, conferences and more Image source: YouTube Video Screenshot David: Let’s get in a little bit. And...

GlassHouse Research’s Take-down Of Cubic Corporation

ValueWalk is planning its fourth Contrarian Investor Virtual Conference in partnership with the Contrarian Investor Podcast next week, and we have quite a full slate of speakers. One of the firms that will be represented is GlassHouse Research. Profile of GlassHouse Research GlassHouse defines its purpose as being "to expose fraudulent...

Trading Volume Tapering Off with TradeZero’s And Serial Entrepreneur Dan Pipitone

ValueWalk's Raul Panganiban interviews Dan Pipitone, Co-Founder of TradeZero America, discussing the current state of trading. Q3 2020 hedge fund letters, conferences and more Interview with Dan Pipitone   ValueWalk's ValueTalks · Trading Volume Tapering Off with Dan Pipitone, Co-founder of TradeZero America Transcript Hello podcast listeners. Today is a very special episode with Dan...

SHLL We Unwind This One…???

Yeah, yeah. I know. The ticker has changed and it’s no longer SHLL as the merger got approved. Then again, I’m a fan of word-plays and nothing works with Hyliion. Hell, I don’t even know the right way to pronounce Hyliion. Fortunately, it doesn’t matter as I’ve unwound the...

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