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
Q1 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, what their... Read More
Wednesday's Federal Reserve meeting provides the clearest sign yet that the central bank is treating inflation as a national emergency, with markets expecting a 0.75% interest-rate increase. But the... Read More
Hedge funds eager to prove that short-selling is a legitimate ESG strategy just got some fresh material to back their case. A study published by the Managed Funds Association indicates that targeted... Read More
Bitcoin plunged to the lowest in about 18 months after the freezing of withdrawals by the Celsius lending platform added to concern that systemic risk in the crypto ecosystem... Read More
The ExodusPoint Partners International Fund returned 0.36% for May, bringing its year-to-date return to 3.31% in a year that's been particularly challenging for most hedge funds, pushing many into... Read More
Company:Â Shandong Hi-Speed Road & Bridge Company Limited Bloomberg ticker:Â 002294 SZ Market cap:Â US$5,091m Background:Â Shandong Hi-Speed Road & Bridge Company Limited offers infrastructure construction services for highways, bridges, tunnels, municipal works engineering, traffic engineering,... Read More
New research shows that positive returns to ESG portfolios from 2018-2020 were attributed to increased demand for “green“ stocks, raising the question of whether that outperformance will be sustained. Q1... Read More
Google, Facebook and Microsoft Corp. — three of the world’s biggest corporate buyers of clean power — are sounding the alarm that a nearly $4 billion, Warren Buffett-backed renewable-energy project proposed... Read More
Amid the turmoil in the public markets and the staggering macroeconomic environment, it should come as no surprise that the private markets are also struggling. In fact, there are... Read More
At this year's inaugural London Quality Growth Investor conference, Denis Callioni, analyst and portfolio manager at European investment group Comgest, highlighted one of the top ideas of the Comgest... Read More
  EXXON… OR ZOOM? Back in November 2020 we published an issue of Insider Weekly where we made our case for Exxon Mobil: It’s trading at the same level it was some 22 years... Read More
The US Securities and Exchange Commission is concerned that retail investors who want their investment managers to factor environmental, social and governance considerations into investment decisions are being duped... Read More
After a challenging decade, 2022 is shaping up to be one of the best years ever for Crispin Odey and the rest of the team at Odey Asset Management. In... Read More
According to his latest Q1 2022 13F, Warren Buffett purchased another 3,787,856 shares in Apple Inc, which means he now owns 890,923,410 shares in the company. This equates to... Read More
The rising popularity of ESG investing has driven asset flows to green stocks. But new research confirms that the resulting higher valuations forebode lower returns for climate-conscious investors. Many consider... Read More
Q1 2022 hedge fund letters, conferences and more In their recent episode of the VALUE: After Hours Podcast, Brewster, Taylor, and Carlisle discussed Michael Burry Shorts $AAPL. Here’s an excerpt... Read More
They are creations of easy credit, beneficiaries of central bank largesse. And now that the era of unconventional monetary policy is over, they’re facing a challenge like never before. They... Read More
Economists like to strip food and energy out of their inflation calculations. They’re too volatile to be meaningful, they say. But for everyday Americans coping with exploding prices, those... Read More
Michael Mauboussin was the keynote speaker at this year’s London Quality Growth Conference. The Head of Consilient Research on Counterpoint Global at Morgan Stanley Investment Management and adjunct professor... Read More
The final day of bidding for Warren Buffett’s last charity lunch just got interesting. Q1 2022 hedge fund letters, conferences and more As late as Thursday evening, the highest bid for... Read More
Disclaimer: This is not investment advice. PLEASE DO YOUR OWN RESEARCH !!!! Inflation & Pricing power One of the obvious strategies for for investors in an inflationary environment is to pick... Read More
Luckin Coffee’s Q1 2022 financial report showed a good sign of the company’s development. Its growth in the stores opening marked the company’s position in China’s Coffee market. Q1 2022... Read More
It is not the size of M2 that matters, it is the policies around its expansion and where that capital is directed that matter when it comes to its... Read More
