12
Sep
By VW Staff
BTIG Research analyst Richard Greenfield doesn't seem like one to move the goalposts. When Netflix, Inc. (NASDAQ:NFLX) exceeded the target price he set for the company, he downgraded the... read more
16
May
By Mani
As a shift in investor perceptions of various risks could trigger a drawdown, analysts at Goldman Sachs anticipate that the S&P 500 index will end 2016 roughly 3% above... read more
01
Aug
By Mark Melin
Do the top hedge funds professionals outperform the market? A new index proves their top positions do… thus far.
Direxion is launching the iBillionaire Index ETF
Direxion is launching the iBillionaire... read more
06
Jun
By Bala Murali Krishna
Between 2004 and 2014, productivity of American workers in the nonfinancial corporate sector averaged 1.2% annually, but real wages grew only by 0.25%. That unprecedented “productivity-wage gap” went straight... read more
25
May
By VW Staff
Goldman Sachs Group, Inc. (NYSE:GS) has released its list of the most common stocks held in the top ten of the world's most important hedge funds. Perhaps unsurprisingly the... read more
28
Jan
By Rupert Hargreaves
The Centaur Value Fund, which we’ve covered many times before here at ValueWalk, has just capped off another great year.
Interview with Zeke Ashton of Centaur
2016 Hedge Fund Letters
Managed... read more
16
Mar
By Rupert Hargreaves
Before he became Warren Buffett’s right-hand man at Berkshire Hathaway, Charlie Munger ran his own investment partnership where he established an impressive track record for himself. In fact, the Munger... read more
04
Apr
By Mark Melin
Elliott Management may be learning in a subtle way, “play with fire and you’re going to get burned.”
After repossessing an Argentine navel vessel, high profile activist hedge fund finds... read more
21
Apr
By Mani
With the extent of translation through to earnings remains uncertain in the Materials sector, Macquarie analysts believe time is not ripe to go long on Materials sector. Jason Todd... read more
15
Oct
By Mark Melin
There are early signs of “ correction fatigue ” based on recent hedge fund positioning, a Societe Generale report notes, as the much touted long dollar trade seems to... read more
