Welcome to our latest issue of ValueWalk’s hedge fund update. Below subscribers can find an excerpt in text and the full issue in PDF format. Please send us your... Read More
Q3 2022 hedge fund letters database is now up. See what stocks top hedge funds are selling, what they are buying, what positions they are hiring for, their investment... Read More
Historically when numbers get like this it marks a turning point.  Think about it, if nearly 80% of fund managers expect a recession, they’ve already positioned themselves for that... Read More
Back in 2019, Chris wrote a lengthy article warning about the house of cards that is Masayoshi San’s Softbank. Q3 2022 hedge fund letters, conferences and more You can read Chris’ entire... Read More
At the end of October, the value investor Mohnish Pabrai gave a presentation and took part in a Q&A session at Boston College and Harvard Business School on the... Read More
Inflation is on the rise in the US. So are the interest rates. So what about the housing market? Are we going to see housing prices decline? Read below... Read More
22 November 2022 - A new report finds that private credit funds report continued growth and deployment opportunities in 2022 and expect this to continue in 2023.  Financing the Economy –... Read More
Reputed short-seller Spruce Point Capital Management released its latest short report this week. The firm is shorting Canadian dairy and grocery manufacturer Saputo. Spruce Point chief Ben Axler believes... Read More
During his recent interview with Srivatsan Prakash, Jim Chanos explained how Enron and FTX shared the same ‘Black Box’ characteristics. Here’s an excerpt from the interview: Q3 2022 hedge fund... Read More
The most crowded trade on Wall Street -- long inflation -- is suddenly getting crushed like never before in the post-lockdown era, sparking a spate of forced deleveraging among a broad... Read More
This is part one of a two-part series. Part two will appear next week. U.K. pension funds are being bailed out. The Bank of Japan uses excessive monetary policy to... Read More
Electron Capital returned 3.1% for October, bringing its year-to-date return to 8.3%. The MSCI ACWI gained 6% for October, raising its year-to-date return to -22.3%, while the S&P 500... Read More
Greenhaven Road Capital commentary for the third quarter ended September 30, 2022. Q3 2022 hedge fund letters, conferences and more Dear Fellow Investors, The Fund is enduring its worst drawdown since inception.... Read More
Headline: Crypto-Industry Littered With Illegitimate + Sleazy Financial Actors. Q3 2022 hedge fund letters, conferences and more It Ought To ALWAYS Be A Red Flag When Industry Leaders Cannot Precisely Describe Their... Read More
Investors have been celebrating recent inflation data, which showed both consumer and producer prices rising by less than expected in October. But it would be wise not to get carried away... Read More
Most of the time, it's easy to spot trends within hedge funds' quarterly 13F filings, but things were different in the third quarter. One of the easiest trends to... Read More
Tax time is still months away, but it's never too early to consider how fund structures impact your investments. Additionally, many people start looking for more ways to do... Read More
When Tesla and SpaceX founder Elon Musk launches a new venture, investors pay attention. Investors have been wondering how to buy Boring Company stock since the Company’s launch in... Read More
Oh, boy! Crypto is (once again) moving with the volatility of the British pound. By now, you have probably heard of the wipeout of FTX and their founder Sam Bankman-Fried. Q3... Read More
In his 2009 annual letter, Baupost Group's Seth Klarman laid out what he believed to be the 20 Investment Lessons of 2008. (more…) Read More
I’ve been following the US midterms elections, mainly for entertainment purposes. US elections are over the top. Americans are the king of show business. They can take something as mundane... Read More
As Sam Bankman-Fried’s crypto empire imploded last week, costing him effectively all of his $15.6 billion fortune, other digital-asset billionaires sought to make clear that their steep losses in... Read More
During his long career, Warren Buffett has invested in thousands of companies and acquired a whole range of businesses for his conglomerate. Q3 2022 hedge fund letters, conferences and more However,... Read More
The crypto markets will be dealing with the collapse of FTX, the high-profile crypto exchange founded and managed by Sam Bankman-Fried, for quite some time. However, it won't keep... Read More
