
Q1 2021 Hedge Fund Letters Screener Now Live
Q1 2021 hedge fund letter database is now up. This page is updated frequently, VERY FREQUENTLY. For example in Q4 2020 we updated the database 387 times, which means... Read More
Q1 2021 hedge fund letter database is now up. This page is updated frequently, VERY FREQUENTLY. For example in Q4 2020 we updated the database 387 times, which means... Read More
Welcome to our latest issue of issue of ValueWalk’s hedge fund update. Below subscribers can find an excerpt in text and the full issue in PDF format. Please send... Read More
Jeremy Deal of JDP Capital Management spent about a decade figuring out how to start a hedge fund. His fund launched in 2011 with $1 million in assets under... Read More
Deprival Super-Reaction Syndrome And Investing. Part four of a short series on Charlie Munger’s Human Misjudgment Revisited. Charlie Munger On Avoiding Anchoring Bias Charlie Munger On The Power Of Prices ... Read More
Chilton Capital's REIT Composite was up 6.1% last month, compared to the MSCI U.S. REIT Index, which gained 4.4%. Year to date, Chilton is up 6.3% net and 6.5%... Read More
Electron Capital Partners' flagship Electron Global Fund returned 5.1% in the first quarter of 2021, outperforming its benchmark, the MSCI World Utilities Index by 5.2%. Q1 2021 hedge fund letters,... Read More
Worm Capital's commentary for the first quarter ended March 31, 2021. Q1 2021 hedge fund letters, conferences and more Dear Partners, In Q1 2021, our long/short equity growth strategy returned -16.92% net... Read More
Last November, Odey Asset Management revealed that it would be rebranding most of its investment funds from the 'Odey' brand to a new subsidiary business, Brook Asset Management. Q1 2021... Read More
The number of unemployed workers In the U.S. has increased in the last couple of months. This fact is related to the global pandemic situation in the world. Q1 2021 hedge... Read More
Backbone Capital was down 0.57% for March, bringing its year-to-date return to 8.8%. In the firm's March letter to investors, which was reviewed by ValueWalk, the Backbone team noted... Read More
President Biden has just unveiled a new $2.3 trillion “infrastructure” plan, but a shockingly large portion of this bill is actually unrelated to infrastructure. Q1 2021 hedge fund letters, conferences... Read More
This series is devoted to notes of Ben Graham’s Security Analysis lectures between September 1946 and February 1947 at the New York Institute of Finance. The series of lectures was titled... Read More
A week before its initial public offering (IPO), Coinbase reported significant user growth for the first quarter of 2021. Q1 2021 hedge fund letters, conferences and more In a report released... Read More
Federal Reserve Governor Lael Brainard spoke about the U.S. economic outlook on Wednesday. She mentioned that while analysts’ forecasts “brightened considerably,” they still remain far from the central bank’s... Read More
Mergermarket has released its Global M&A roundup for 1Q21, including its financial advisors league tables. Q1 2021 hedge fund letters, conferences and more A couple key findings include: Globally, first quarter... Read More
The Metolius Capital unlevered benchmark strategy has returned 5.6% for the year to the end of March. That's according to a copy of the firm's March investor update, which... Read More
In his latest 2020 letter to shareholders, Jamie Dimon discusses a number of topics including why net present value analysis fails to capture ‘true’ value. Here’s an excerpt from... Read More
In his recent interview on The Acquirers Podcast with Tobias, Evan Tindell, co-founder of Bireme Capital discussed Punishing Mistakes Of Others. Here’s an excerpt from the interview: Q1 2021 hedge... Read More
Looking back at Warren Buffett and Charlie Munger's careers, it is possible to pinpoint several situations that really helped these investors get to where they are today. Both Buffett and... Read More
ValueWalk's Raul Panganiban interview David Mazza, Managing Director, Head of Product at Direxion, and discusses thematic ETFs in general and specially Fallen Knives and Moonshot. Q1 2021 hedge fund letters,... Read More
The Briefing Private equity (PE) deal valuations by EV/EBITDA are increasingly rich and are hitting higher double-digit figures 2021 is expected to be another home run year for PE,... Read More
One of the most straightforward ways to reduce the risk of any investment is through research. Q1 2021 hedge fund letters, conferences and more Conducting a detailed analysis on an investment... Read More
The Q1 2021 factsheet for Business Owner TGV. Q1 2021 hedge fund letters, conferences and more As of 31 March 2021, the NAV was €915.10, implying a gain of 4.9% since... Read More
'Three Simple Methods of Common Stock Selection' was one of Benjamin Graham's last ever articles. Published in the mid-1970s covered a study conducted by Graham during the period 1960... Read More
President Biden’s just-released infrastructure proposal takes a “go big or go home” approach. Its various provisions have been tallied at $2 to $2.25 trillion in total cost, with less... Read More