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 following are rough notes from our coverage of the 2020 SohnX San Francisco Conference, held on October 6, 2020. This year’s virtual conference featured best ideas from some of the West Coast’s top investors, plus a fireside chat with Howard Marks. Stay tuned for more conference notes in...
Hedge fund managers and famous investors have donated millions of dollars to charity over the years, and many of them do this through their own foundations. As experienced investors, many of them invest their foundations' money in hedge funds, private equity funds and venture capital funds so they can...
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...
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...
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...
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...
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...
In response to Dan Loeb’s letter to Disney, Chris Bloomstran has written his own letter to Disney CEO Robert A. Chapek, encouraging him to “not act by reflexively endorsing the “advice” of well-known activist hedge fund managers.” Instead he’s suggesting a myriad of alternatives regarding its capital allocation. Here’s...
In its latest effort to expand its role, the Federal Reserve has been working on a billion dollar, 5-year plan to launch a new operation entitled FedNow. The Fed hopes this will allow Americans to send and receive payments within seconds, bringing America’s payments system up to speed with...
The first two months of the third quarter were the best months for D1 Capital Partners' public portfolio since inception, that's according to a copy of the firm's August update, which ValueWalk has been able to review. Q2 2020 hedge fund letters, conferences and more According to the update, D1's public...
Most hedge funds are trying to grow as large as they can with as many assets under management as possible, but one fund is bucking the trend. Fate Capital is just starting up, and it was founded with the average investor in mind—rather than just high net worth individuals. Q3...
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 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...
Bridgewater Associates founder Ray Dalio is giving $50 million to New York-Presbyterian Hospital to fund a center dedicated to health equity and justice, at a time when the Covid pandemic has underlined the stark racial disparities in the U.S. Q3 2020 hedge fund letters, conferences and more The Dalio Center for...
ValueWalk is getting ready for its fourth Contrarian Investor Virtual Conference set for Oct. 22 at 9 a.m. Eastern in partnership with the Contrarian Investor Podcast and Breakout Point. One of the speakers this time around will be White Diamond Research, which has a strong track record for calling...
Josh Friedman, the co-founder of Canyon Partners, was one of the keynote speakers at this year's Sohn San Francisco Investment Conference. The $24 billion fund group specializes in value-oriented investments, with a focus on distressed credit securitized assets, real estate and value equities. According to the hedge fund's second-quarter letter to...
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...
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...
The billionaire investor and founder of Oaktree Capital, Howard Marks, took a series of questions at this year's Sohn San Francisco Investment Conference. Marks is a Wall Street legend. He founded Oaktree in 1995 after spending ten years working at The TCW Group, Inc, where he was responsible for distressed...
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...
"The idea that a bell rings to signal when investors should get into or out of the market is simply not credible. After nearly 50 years in this business, I do not know of anybody who has done it successfully and consistently." Jack Bogle Q3 2020 hedge fund letters, conferences...
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...
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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