In the face of a 25% fall in the Baker Hughes/GE Rig Count, US Crude Production rises to 12.9mil BBL/Day. This speaks to the enormous strides the US energy industry has taken to reduce costs through prudent application of technology and adjustments to operating procedures. The broad trends of increasing exports of Refined Products(13% growth) and crude oil continue, while crude imports are gradually replaced by domestic production.
Todd Sullivan is a Massachusetts-based value investor and a General Partner in Rand Strategic Partners. He looks for investments he believes are selling for a discount to their intrinsic value given their current situation and future prospects. He holds them until that value is realized or the fundamentals change in a way that no longer support his thesis.
His blog features his various ideas and commentary and he updates readers on their progress in a timely fashion. His commentary has been seen in the online versions of the Wall St. Journal, New York Times, CNN Money, Business Week, Crain’s NY, Kiplingers and other publications. He has also appeared on Fox Business News & Fox News and is a RealMoney.com contributor. His commentary on Starbucks during 2008 was recently quoted by its Founder Howard Schultz in his recent book “Onward”. In 2011 he was asked to present an investment idea at Bill Ackman’s “Harbor Investment Conference”.
SAC Capital Advisors has increased its stake in Forest Oil Corporation (NYSE:FST) to 9.8 percent according to a SEC Schedule 13G filed on January 30. The firm initially owned 4,647,855 shares of... read more
Madera Technology Master Fund commentary for the second quarter ended July 31, 2017.
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Set up as a family office by renowned French hedge fund entrepreneurs, Jean-Louis Juchault and David Obert, Puzzle Capital launched the Abrax Merger Arbitrage Fund in 2011. The fund... read more
Greenhaven Road Capital investment letter for the fourth quarter ended December 31, 2017.
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As market correlations diverge, a subtle hedge fund performance shift is continuing to take place, the most recent HSBC Hedge Weekly performance report shows. The fund now at the... read more
Longleaf Partners Funds shareholder letter for the third quarter ended September 30, 2015.
In the third quarter of 2015 the Longleaf Partners Funds had significant absolute declines and relative underperformance.... read more
Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives.
Q3 2019 hedge fund letters, conferences and more
If the debt of the public... read more
Scott Fearon has spent thirty years in the financial services industry. Since 1990, he has managed the hedge fund Crown Capital. The fund has significantly outperformed the S&P 500... read more
Surprise, surprise, surprise. The country that wants to burn at the stake fund managers who sell Chinese stock are not trusted when they report their economic numbers.
China says 7... read more
Like we have said in previous posts, credit focused hedge funds are on a tough road going forward. U.S. debt wiped off $317 billion of market value in June alone, one... read more
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