The post above is drafted by the collaboration of the ValueWalk Team.
The analytics firm IHS released a study yesterday regarding the prospects of tight oil reserves outside of North America. They discovered that the global potential for tight oil could... read more
Right now, anything Russian is toxic in the investment world. But sometimes the vodka goes down the drain with the mineral water… and I found a stock that I think... read more
“Davidson” submits: Q2 hedge fund letters, conference, scoops etc The interest rate chart of 10yr, 3mo Treas, Rate Spread & Fed Funds Daily shows the current Fed policy of raising FFunds rate to... read more
Hedge funds are cautious on oil, small caps and emerging market FX, that's according to Société Générale's monthly Hedge Fund Watch report. The report, which draws on data from EUREKAHEDGE, an independent... read more
By VW Staff
Alex Edmans London Business School - Institute of Finance and Accounting; University of Pennsylvania - The Wharton School; National Bureau of Economic Research (NBER); European Corporate Governance Institute (ECGI);... read more
Serengeti Asset Management’s distress debt Lycaon Fund generated a net return of 2.1% for investors for the third quarter taking the credit hedge fud run by Serengeti Asset Management... read more
Ray Dalio has just released a new book titled – A Template For Understanding Big Debt Crises, which he’s giving away for FREE. Here’s what he had to say... read more
Around this time last year as we left 2017 and entered into 2018, there was widespread optimism. Whether it was the record low volatility readings, synchronized surge in the... read more
Do Value Stocks Need to be Dividend-Yielding? SUMMARY Seth Klarman On FAANG, Leverage, Discipline, Value Investing, Bitcoin, Disruption, Softbank, Reading And More The tax efficiency of the Value factor can be improved... read more
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