Notes from the 12th Annual Invest for Kids Virtual Conference, featuring Sam Zell, Jim Chanos, Joshua Friedman, Jonathan Pollock and more. The Invest For Kids conference features presentations from well-known investment managers who present their market views and best investment ideas in concise 15 minute segments. Please note presentations from...
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...
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...
As usual, the Robin Hood Investors Conference has brought several new investment ideas from some of the top minds in the wealth management business. Investors heard from Sachem Head's Barnes Hauptfuhrer, One Tusk Investment Partners' Vivian Lau, Lone Pine's Mala Gaonkar, Lakewood Capital's Anthony Bozza, CAS Investment Partners' Clifford...
Hedge funds outperformed the global equity market with event-driven and arbitrage funds in the lead Q3 2020 hedge fund letters, conferences and more Equal-weighted and asset-weighted hedge fund performance Hedge fund managers ended the month of September down 0.72% on an equal-weighted basis, and loss 1.43% on an asset-weighted basis. The weak...
Roubaix Capital's flagship investment fund declined by 1.19% in the month of September. However, despite this negative monthly performance, the fund returned 15.6% for the year to the end of September, outperforming the S&P 500, which returned just 5.6% over the same period. Roubaix employs a fundamental long/short equity strategy...
Prentice Capital Long/ Short Equity Fund was up 2.7% net for the third quarter. Year to date through the end of September, the fund is up 21.9% net. The S&P 500 was up 8.9% for the third quarter and 5.6% for the first nine months of the year. Q3 2020...
I may be off by a year but sometime in 1997 I was invited by Ted Aronson to come meet with him at his office in downtown Philadelphia. We talked for 90 minutes about a wide number of topics related to value investing and quantitative finance. I asked at...
David Einhorn's Greenlight Capital funds returned 5.9% in the third quarter of 2020, compared to a gain of 8.9% for the S&P 500 in the same period. This year has been particularly challenging for value investors. Growth stocks have surged as value has struggled. For Greenlight, one of Wall Street's...
For as long as I can remember, people have said that China cannot succeed. Communism doesn’t work. Authoritarianism doesn’t work. The Chinese aren’t creative. They have a big problem with bad debts and property speculation. Yet every day we see China succeeding in exceptional ways. Q3 2020 hedge fund letters, conferences...
At this year's Invest For Kids conference, Sam Zell spoke with Hyatt CEO Mark Koppelman about the current investment environment. Zell is a Wall Street legend. He was a pioneer of real estate investment trusts and has made a fortune investing in undervalued real estate properties and holding them for...
Trade finance hedge funds have gained traction over recent years, driven by investor demand for alternative asset classes with low volatility and consistent return, as well as low correlation against the broader financial market. The sector began its rapid growth following the global financial crisis in 2008, when banks...
At this year's Invest For Kids conference, hedge fund manager Jim Chanos pitched a tech giant as his favorite short idea. Jim Chanos is a Wall Street legend. The president and founder of Kynikos Associates made his name shorting Enron in the 1990s. He has since identified some of the...
Legendary value investor Joel Greenblatt of Gotham Asset Management has a new book coming out. His book is entitled Common Sense, and it focuses on several big policies, including immigration, education and banking regulations. He sat down with ValueWalk to talk about some of the issues in his new...
Legendary value investor Joel Greenblatt of Gotham Asset Management has a new book coming out called Common Sense. In that book, he talks about several policies, including education, immigration, living wages and more. He sat down with ValueWalk to talk about his new book and about value investing. Q3 2020...
Lauren Taylor Wolfe of Impactive Capital, an impact-oriented activist investing firm, presented her thesis for HD Supply at the Invest for Kids conference late last week. Wolfe is one of the very few women who work in activist investing. Q3 2020 hedge fund letters, conferences and more Focus on quality HD Supply...
Many events are affecting the market right now, and it's not always clear how one should be positioned to take advantage of potential opportunities. In a rare appearance at the Invest for Kids conference late last week, Jon Pollock of Elliott Management spoke with David Richter of GCM Grosvenor...
One of the big investing themes we've been hearing about for the last year or so is 5G. Numerous companies are positioned to take advantage of the transition to 5G, but it can be difficult to know which ones to invest in. Q3 2020 hedge fund letters, conferences and more mohamed_hassan...
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Sushi Roll Economics. Here’s an excerpt from the episode: Q3 2020 hedge fund letters, conferences and more Image source: YouTube Video Screenshot Jake: That’s right. So, anyway, take it for what it’s worth, but as a rebuttal...
Legendary value investor and college professor Joel Greenblatt of Gotham Asset Management has a new book coming out called Common Sense. He sat down with ValueWalk to talk about his new book and about value investing. Q3 2020 hedge fund letters, conferences and more This interview has been broken down into...
In 1994, Peter Lynch, who was one of the most successful fund managers of all time, penned an article describing the process he used to uncover bargain stocks. Q3 2020 hedge fund letters, conferences and more Lynch wasn't a value investor in the traditional sense. He did not follow the value...
ValueWalk's Raul Panganiban interviews Mark Zyla, Managing Director of Zyla Valuation Advisors, LLC. Q3 2020 hedge fund letters, conferences and more Interview with Mark Zyla ValueWalk's ValueTalks · Valuation Issues with Mark Zyla, Managing Director of Zyla Valuation Advisors Transcript Hello podcast listeners. Today is a very special episode with Mark Zyla, Managing Director...
SMITH BRAIN TRUST – This year, special purpose acquisition companies, or SPACs, seem to be all the rage, as companies seek to go public while bypassing the initial public offering process. But, be wary, Maryland Smith’s David Kass advises. Q3 2020 hedge fund letters, conferences and more While SPACs do offer investors an...
ValueWalk's fourth Contrarian Investor Virtual Conference is in the books, and one of the presentations during the conference was from researchers at White Diamond Research, who covered a MLM stock. They described it as "a bubble about to burst." Q3 2020 hedge fund letters, conferences and more (more…)
ValueWalk's fourth Contrarian Investor Virtual Conference is in the books with several new ideas from short sellers. Analysts at GlassHouse Research shared their thesis for a sportswear company, for which they see 51% downside in its stock. Q3 2020 hedge fund letters, conferences and more Accounting red flags GlassHouse looks for companies...
ValueWalk Premium is for investors looking to improve their investment process AND keep up-to-date on the latest industry trends.
It’s THE resource for value investing and hedge funds. 
And with a free three-day trial and $29.99 per month thereafter, it’s a value in its own right.
