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Q3 2019 Hedge Fund Letters, Conferences: RobinHood, Sohn, Einhorn, LonePine, Canyon, Dan Loeb, GreenHaven, Maverick, Moore And Much More [Last Updated 11/30 21:04]

This post was created on 10/1/2019 stay tuned for updates up to several times a day! As always we REALLY really appreciate legal letters and tips on hedge funds from our readers regardless of fund size. How is this different than SecurityAnalysis? We have a lot more (on funds both large...

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How To Get Incredible Returns In Small Cap Value

Over the past 90 years, the world has changed dramatically, and so has the stock market. Investment trends and fads have come and gone, while old-world companies have collapsed, to be replaced by newer upstarts. But the one thing that hasn't changed over all these years is the outperformance of...

Worried About Record Stock Prices? Invest In IPOs

Remember all the anxiety, nervousness, and terror in 2008? The stock market was crashing, but that was the least of many folks’ worries. Many Americans lost their houses, their jobs, and their ability to put food on the table. Q3 2019 hedge fund letters, conferences and more Just before Christmas 2007,...

What Are Small-Cap CEOs Doing?

Co-CIO Francis Gannon details what Royce has been hearing in our conversations with the CEOs of small-cap companies. Q3 2019 hedge fund letters, conferences and more kreatikar / Pixabay What have you been hearing in your conversations with CEOs? I think one of the unique things about working at Royce is that we...

Partners Group Private Equity: Looking For “Transformative Trends” And ” Valuation Resilience”

Partners Group Private Equity (Master Fund) experienced a busy third quarter, according to the firm's third-quarter investor report, a copy of which has been reviewed by ValueWalk. Q3 2019 hedge fund letters, conferences and more rawpixel / Pixabay According to the report, the fund completed 17 direct investments, two primary commitments, and...

The Mystery Behind the Trade War

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. skeeze / Pixabay The recent revival of import tariffs by the U.S. has created a puzzle. Why, in the midst of this “trade war,” has China not used the weakness in its exchange rate...

Not All Markets Are Equal

“Davidson” submits: Q3 2019 hedge fund letters, conferences and more Not all markets are equal. Advisors typically recommend that investors balance portfolios globally. Now that sufficient history is available one needs to question this routine recommendation. Market history from 2008’s ‘Great Recession’ is instructive. Intl Markets as represented by the MSCI...

US headed for 0% GDP growth in Q4 and Q1

Asset price is a simple case of demand and supply. The following words from Agnico eagle CEO ( one of the largest gold miner in the world) will tell you the supply situation. Smart investors already know about the demand picture. Q3 2019 hedge fund letters, conferences and more There is...

Some Improving Signs

Summary Market recap - A good month Market cycle - Steady; Plus, defining the red line Some encouraging signs on the horizon Portfolio positioning Q3 2019 hedge fund letters, conferences and more I. Market recap - A good month Equity markets continued their climb up the wall of worry despite lingering anxiety...

Keith Ashworth-Lord – Putting Buffettology into Practice

Keith Ashworth-Lord's notes from the 2019 Value Invest New York Conference. Keith Ashworth-Lord is Chief Investment Officer of Sanford DeLand Asset Management Ltd and Fund Manager of the CFP SDL UK Buffettology Fund. Q3 2019 hedge fund letters, conferences and more Keith Ashworth-Lord - “Putting Buffettology into Practice” – A Stock...

Joel Greenblatt: The Evolution of Value Investing

Joel Greenblatt's notes from the 2019 Value Invest New York Conference. Joel Greenblatt serves as Managing Principal and Co-Chief Investment Officer of Gotham Asset Management, the successor to Gotham Capital, an investment firm he founded in 1985. Q3 2019 hedge fund letters, conferences and more Joel Greenblatt: "The Evolution of Value...

Why Warren Buffett Is The G.O.A.T, And Berkshire’s Secret Sauce

During this week’s Value: After Hours podcast Taylor, Brewster, and Carlisle explain why Warren Buffett is the G.O.A.T (greatest of all time), and discuss Berkshire’s secret sauce. Here’s an excerpt from the interview: Image source: YouTube Video Screenshot Q3 2019 hedge fund letters, conferences and more Jake Taylor: Yeah, I didn’t take...

US Stocks Up 27% YTD With RE Slightly Behind At 26%

While it sure doesn’t seem like it given how high most asset classes have risen this year, a full 5 of the 8 asset classes we track were down in November (albeit slightly). The wet season and late harvesting had put a big damper on commodities especially in November,...

The Myth of Overdiversification

Owning a large number of stocks reduces risk. Less widely known is that it also increases expected returns. Q3 2019 hedge fund letters, conferences and more There is a tendency to think that owning a handful of stocks may be a bit riskier but have an equal likelihood of outperforming the...

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