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Samantha Greenberg Long Video Games- Robin Hood Investors Conference 2018

Rough notes of Samantha Greenberg’s presentation at the Robin Hood Investors Conference 2018. Stay tuned for more from Robin Hood Investors Conference which took place on October 29, 2018 in New York City. All content will be posted at this link and in our Q3 letters archive so stay tuned. Check out Dan Ariely notes […]

[Full Notes] Benefits Of Investing In Emerging Managers – 2018 Gaining The Edge Conference

Full notes from the “Benefits Of Investing In Emerging Managers” panel from the 2018 Gaining the Edge Conference. Q3 hedge fund letters, conference, scoops etc Also see full notes from the Opportunities In Long Short Equity Panel here. Check out our coverage of the

Top Emerging Manager Sees This Micro-Cap As A 30-Bagger Waiting To Happen

Adam Wyden’s ADW Capital Management has been very active recently. In October the long/short equity hedge fund, which has an activist slant, sent a letter to the board and management of PAR Technology Corporation, expressing its concerns about the direction of the company. Q3 hedge fund letters, conference, scoops etc After waiting 19 days with […]

Jeffrey Smith Notes – Robin Hood Investors Conference 2018

Rough notes of Jeffrey Smith’s presentation from the Robin Hood Investors Conference 2018. Stay tuned for more from Robin Hood Investors Conference which took place on October 29, 2018 in New York City. All content will be posted at this link and in our Q3 letters archive so stay tuned. Check out Ken Griffin notes […]

Third Quarter 2018 13F Round-Up

Below is a 13F Roundup for some high profile names for the second quarter of 2018. These statements are generally seen as a barometer of hedge fund sentiment, even though they are filed several weeks after the end of the quarter to which they relate. What’s more, the statements only include equity positions, 13Fs do not include […]

Blue Hawk Completes First Year With Impressive Returns

Founded on the idea of creating a new style of active investment manager for the new investment landscape, Blue Hawk Capital started life defying convention.   It certainly hasn’t disappointed. Most hedge funds struggle in their first year as they slowly deploy capital and fine tune the investment strategy. Blue Hawk Not only achieved a […]

Hedge Funds Set To Lose Hundreds of Millions In PG&E Collapse

It is still unknown for sure what caused the initial fire that started the largest and most damaging wildfires ever to hit the state of California, but speculation is growing utility provider Pacific Gas & Electric Co. could be to blame. Earlier this week, victims of the Wildfire filed a lawsuit against PG&E Corp, seeking […]

New GMO Film Highlights Monsanto’s Mounting Problems

August 10, 2018 was a day that shocked Monsanto executives. Q3 hedge fund letters, conference, scoops etc That was when a San Francisco jury found that the company’s glyphosate-based weed-killers, RoundUp and Ranger Pro, caused cancer in a man who was exposed to the . . . SORRY! This content is exclusively for paying members. Access all […]

Seth Klarman: Look At Each Opportunity In ‘A Lot of Different Ways’

Seth Klarman is the author of the 1991 now legendary book on value investing, The Margin of Safety, and also manages the Boston-based value hedge fund Baupost. Over the past few decades, Klarman has built a reputation for himself as one of the best value investors of all time as Baupost has beaten the market […]

Keepin’ It Bearish: Hedge Fund Managers See More Room To Fall As Trade War Fears Soar

On Monday U.S. stocks took a major plunge, especially tech stocks, but it didn’t last as many of them rallied on Tuesday. However, as the day went gone on, many U.S. stocks started to slump back toward where they were at opening bell, so it would seem volatility is here to stay. Now on Wednesday, […]

[Full Notes] Opportunities In Long Short Equity Panel – Gaining The Edge Conference 2018

Full notes from the “Where are the Opportunities in Long Short Equity and What Makes a Good Manager” panel from the 2018 Gaining the Edge Conference. Check out our coverage of the 2018 Gaining the Edge Conference here. Check out our coverage of the 2018 Robin Hood Investors Conference here. Check out our coverage of […]

A $506 Billion Loss

For much of the past four or five years, Facebook, Apple, Amazon, Netflix, and Google (or Alphabet as it is now known), the so-called FAANG stocks have captured investors’ imagination. This selection of tech giants has lead the market higher, helping the S&P 500 reach new highs as other companies have floundered. Q3 hedge fund […]

Lone Pine: The End Of An Era As Mandel Leaves

Stephen Mandel’s Lone Pine Capital entered the second half of 2018 on a high note. According to the firm’s second quarter and first half letter to investors, a copy of which has been reviewed by ValueWalk, all of the firm’s long/short equity funds were sitting on high . . . SORRY! This content is exclusively […]

Real Vision Interview With Stan Druckenmiller – Full Video And Transcript

Investment visionary Kiril Sokoloff, chairman & founder of 13D Global Strategy & Research, sits down with a revered titan of the investment world: Stanley F. Druckenmiller, whose unrivalled track record spans many decades, making him one of the world’s most successful money managers. This interview provides an unrivalled opportunity to learn the previously unheard secrets […]

Gregory Thomas Long Pitch – Robin Hood Investors Conference 2018

Rough notes of Gregory Thomas’ presentation from the Robin Hood Investors Conference 2018. Stay tuned for more from Robin Hood Investors Conference which took place on October 29, 2018 in New York City. All content will be posted at this link and in our Q3 letters archive so stay tuned. Check out Alexander Sacerdote notes […]

Tiger Cub Exits This Key Losing Short But Remains Skeptical

This has been a difficult year overall for many hedge funds, based on monthly updates from Eurekahedge, but one relative standout this year has been Tiger cub Harbor Spring Capital, a New York based firm with over $1B assets under management. Q3 hedge fund letters, conference, scoops etc If you’re looking . . . SORRY! […]

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