Andreas Halvorsen's Viking Global Equities and Viking Long Fund gained 5.7% and 8.3% respectively net of all fees for the third quarter compared to a return of 4.8% for the MSCI World Index and 3.9% for the S&P 500 index.
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While the headlines might indicate the algorithmic apocalypse is upon us, and that robots will be directing investment allocation decisions, the reality at present is far different. “Rules-based” or... Read More
My favorite long idea currently is going long dollar (not in terms of return to risk expectation, but as far as likelihood is concerned) for the next 12-24 months.... Read More
German elections are likely to occur September, a Barclays report noted. While German Chancellor Angela Merkel and her Christian Democratic Union (CDU) is expected to remain a collation partner,... Read More
As we continue to see the overall negative effects of “special charges”, currency exchange rates, and low oil prices on earnings during the fourth quarter, Goldman Sachs today released... Read More
If Greece misses a payment, it could be the loss of ELA that forces a Grexit even before the defaults start piling up Read More
By Rajat Sharma In his letter to Berkshire Hathaway shareholders in 1992, Warren Buffet wrote: “Growth is always a component in the calculation of value, constituting a variable whose importance can range from... Read More
The M&A sleeve in Lone Pine's portfolio sees a rise in win percentage as more stocks are targets in a low interest rate environment Read More
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... Read More
Apple Inc. (NASDAQ:AAPL) was in the news recently for some very bad reasons that related to its treatment of employees. There were media reports that the company had inexplicably been... Read More
The “Humpty-Dumpty” trade looms as the bull market catalyst of extraordinary, unprecedented central bank policies fades and could provide a hedge against a Market Crash according to Bank of America’s... Read More
