10May

2019 SALT Conference: Rothschild CEO Jose Minaya On ESG Opportunities

Notes from Jose Minaya, the CIO & President of Nuveen, presentation at the 2019 SALT Conference called "Smarter Alternatives: How Responsible Investing Drives Long-term Performance."

See our full coverage of the 2019 SALT Conference here.

Q1 hedge fund letters, conference, scoops etc

SORRY!

This content is exclusively for paying members. Sign up here

If you are subscribed and having an account error please clear cache and cookies if that does not work email support@valuewalk.com or click chat

Author

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

Related Posts

18May

Do Earnings Adjustments Signal Bear Markets?

By

earnings adjustments a warning sign? An equity research note from Barclays published this morning points out that the current spread between adjusted and GAAP earnings for small caps is... read more

BNP Paribas
31Jul

BNP Paribas In Weak Spots; Santander Faces Headwinds

By

Societe Generale assigns a Stable rating on BNP Paribas SA (EPA:BNP) (OTCMKTS:BNPQY), despite facing weak spots in retail networks while Banco Santander, S.A. (ADR) (NYSE:SAN) (MCE:SAN) gets a Negative rating... read more

Tesla Model 3 Launch Event
07Sep

Tesla Could Get A Boost Thanks To Your Mother

By

Six years after ride-sharing as we know it emerged, and some years before autonomous cars climb on to our roads, Morgan Stanley is drooling at the potential prospects for... read more

09Mar

Hound Partners Sells Volatility At Top In 2014, Grabs Citigroup Options in Value Play

By

Portfolio experiences success in planning on how to manage risk during volatility, as it covers shorts and buys conviction longs as opportunity appears read more

Blackstone 125 weeks
16May

Blackstone Group: A Misunderstood Private Equity Company?

By

A new research report points to a unique business model and increased demand for alternative investments – many of them uncorrelated to the performance of the stock market –... read more

Kyle Bass - China
10Feb

Kyle Bass – China's $34 Trillion Experiment Is Exploding – Full Letter

By

Hyaman Capital's Kyle Bass on the $34 trillion experiment: China's banking system & the world's largest macro imbalance. ValueWalk has obtained the full letter of Kyle Bass' latest big... read more

31Jul

Hillary Takes In THREE TIMES As Much Hedge Fund Money As '08 Obama

By

Hillary Takes In THREE TIMES As Much Hedge Fund Money As '08 Obama Hillary Clinton has taken in roughly three times the amount of donations from hedge funds than Barack... read more

Pedro De Noronha of Noster Capital
28Jul

Noster Capital Takes Aim At Technology Companies

By

In all fairness to Pedro De Noronha of Noster Capital, his comment (video below) on Apple Inc. (NASDAQ:AAPL), which went viral last week, appears to have been blown out of... read more

Payments Industry payment behavior by age group
10Mar

Payments Industry: 80% Of Bitcoin Volume Driven By Yuan, Says Goldman

By

A Goldman Sachs report explains how the interactions between four major trends show where the payments industry is headed read more

Saga Partners
22Apr

Saga Partners 1Q19 Letter – Investment Thesis: Trupanion Inc (TRUP)

By

Saga Partners leter to investosr for the first quarter ended March 31, 2019, discussing their investment thesis on Trupanion Inc (TRUP). Q1 hedge fund letters, conference, scoops etc Annual Luncheon Our second... read more

X
Saved Articles
X
TextTExtLInkTextTExtLInk

The Life and Career of Charlie Munger

Charlie is more than just Warren Buffett’s friend and Berkshire Hathaway’s Vice Chairman – Buffett has actually credited him with redefining how he looks at investing. Now you can learn from Charlie firsthand via this incredible ebook and over a dozen other famous investor studies by signing up below:

  • Learn from the best and forever change your investing perspective
  • One incredible tidbit of knowledge after another in the page-turning masterpiece of a book
  • Discover the secrets to Charlie’s success and how to apply it to your investing
Never Miss A Story!
Subscribe to ValueWalk Newsletter. We respect your privacy.

Are you an intelligent investor?

ValueWalkPremium is a website and newsletter for smart investors like yourself. We focus on the latest hedge fund industry news much of which is not in the public domain and obtained via our sources.

We also have 10 years of resources on how to use this information to better your investment process.

Sign up for  today for only a few dollars a day and get a 3 day no obligation trial with a targeted 20% discount coupon code.

Cancel anytime during trial and you are never charged.

Limited time offer: For first 50 subscribers

0