McIntyre Partnerships 3Q18 Commentary: New Small Cap Idea; Commodity Stock

27 Nov

McIntyre Partnerships 3Q18 Commentary: New Small Cap Idea; Commodity Stock

McIntyre Partnerships commentary for the third quarter ended September 30, 2018.

Q3 hedge fund letters, conference, scoops etc

Performance Review – October Selloff
For purposes of consistency, the following performance review will be focused on the partnership’s year-to-date . . .

SORRY!

This content is exclusively for paying members. Access all of our content on including years of timeless investment news and in depth analysis for only a few dollars a month by signing up here while also supporting quality content and journalism, or learn more about our premium content here

If you are subscribed and having an account error please clear cache and then cookies if that does not work email support@valuewalk.com and we will get back to you as quick as humanly possible

Jacob Wolinsky

Jacob Wolinsky is the founder of ValueWalk.com, a popular value investing and hedge fund focused investment website. Prior to ValueWalk, Jacob was VP of Business Development at SumZero. Prior to SumZero, Jacob worked as an equity analyst first at a micro-cap focused private equity firm, followed by a stint at a smid cap focused research shop. Jacob lives with his wife and three kids in Passaic NJ. - Email: jacob(at)valuewalk.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I have a few existing holdings from years ago, but mostly mutual funds and some ETFs. I also own 2.5 grams of Gold

20 Jul

Will A 3D-Printed Nuclear Bomb Destroy The Free World?

By Mark Melin

Could World War III be triggered by technological advances in 3-D printing? Will efforts at gun control fall short because, for the first time, individuals can use the latest... read more

09 Mar

Energy Stocks – Cyclical Sectors Drive 2017 Growth

By Guest Post

Much of 2017 Growth Will Rely On Energy Now that 2016 is in the books and the focus is fully on 2017, we wanted to dig into the key drivers... read more

16 Jul

John Paulson Scores High With Telecom Picks

By Mani

John Paulson scored well with his telecom picks when AT&T Inc. (NYSE:T) announced its plans last week to takeover Leap Wireless International, Inc. (NASDAQ:LEAP). Tracking John Paulson’s right picks in the... read more

16 Feb

Marathon Asset Management’s Newish Fund: Seeking Value In Aircraft Leases And Drug Royalties

By Rupert Hargreaves

In recent years, a batch of hedge funds that trade liquid, more exotic markets has reported attractive double-digit returns, while the rest of the hedge fund industry has struggled... read more

16 Oct

Small Cap Earnings Growth At An Inflection Point: Citi

Earnings growth expectations are low against their historic average, close to troughs seen in the aftermath of previous recessions, but with metrics improving they may be set to start... read more

03 Jan

The Question Is Not Whether The Fed Has A Bias, But How Well They Hide It

By Harrison Roger

Unless a rock has subsumed you, you’re aware of the battle between President Trump and the Federal Reserve. Does President Trump have a point? Is the Fed an independent... read more

02 May

Venezuela Can't Afford to Print More Money

By Guest Post

Venezuela Can't Afford to Print More Money by Rachel Cunliffe, Foundation For Economic Education The Dark Joke of Hyperinflation From motorcycle parts, to flour, to fuel, to aspirin, we’ve been documenting... read more

26 Aug

Perhaps It's Time for QE4? Or Are the Americans and Chinese Special?

By Harrison Roger

Dominating the economic headlines are weak conditions in China and speculation on what Ms. Yellen might no with the Fed's target interest rate. Last October when markets weakened, China, Draghi,... read more

06 Oct

SunEdison To Trim 15% Of Global Workforce

By Mani

SunEdison said Monday that it will trim 15% of its global workforce as part of a restructuring plan intended to optimize business operations aligning with current and future market... read more

14 Jul

Google, Intel Collusion In Facebook Inc Hiring Plot Revealed

By Mark Melin

Google Inc (NASDAQ:GOOG) (NASDAQ:GOOGL) founders Sergey Brin and Larry Page were encouraged by Intel Corporation (NASDAQ:INTC) CEO Paul Otellini and well-known Silicon Valley venture capitalist John Doerr to directly... read more