Kevin Byun of Denali Investors on John Malone’s Financial Brilliance Also see Denali Investors Updated Presentation: The Malone Complex Full podcast (55 minutes here) here https://valuewalkpremium.com/wp-content/uploads/2015/01/201501_byun.mp3 read more

Tobias Carlisle (TC): Today I have with me Brad Lamensdorf, who has an interesting background. He started his career in hedge funds working for the Bass family in Texas,... read more

Return of the trade war: hedge fund managers down 1.09% for the month, ahead of global equities Q1 hedge fund letters, conference, scoops etc Equal-weighted and asset-weighted hedge fund performance Hedge fund... read more

In one year from now, stock market investors, as benchmarked by the S&P 500, can expect a mere 1.1 percent yearly return on their investment, predicts a Goldman Sachs... read more

When evaluating the competitive advantage of a data-based analytics business, three important questions come to mind: 1) Is the data proprietary? 2) Are the insights from the data critical?... read more

Spruce Point Capital Management wants to alert our readers to a new research report on Caesarstone (Nasdaq: CSTE) by an independent firm called Viceroy Research, which was released earlier... read more

Deer Park Road's flagship STS Master Fund has one of the best track records in the hedge fund space. The $2bn has produced a positive return for investors every... read more

After almost three years, I returned to RT Boom/Bust on Tuesday.  There are many changes at RT.  Many new people, and a growing effort to put together an alternative... read more

What the most important chart in the world is predicting Back in January of 2016 we saw what appeared to be, and in my opinion should have been, the end... read more

We’ve talked at length about the move to algorithmic trading, the quant revolution and the billions of dollars that investors have been pouring into the space. But all isn’t... read more