Moon Capital Management was down 1.2% net for the fourth quarter, bringing its full-year return to 5.1% for 2019. In his fourth-quarter letter to investors, which was reviewed by ValueWalk, John Moon said some of the trends that tend to be negative for their strategy continued during the quarter. Detracting trends included outperformance of large-cap stocks over small caps and outperformance of stocks with more beta rather than stocks with lower valuations.
Michelle Jones was a television news producer for eight years. She produced the morning news programs for the NBC affiliates in Evansville, Indiana and Huntsville, Alabama and spent a short time at the CBS affiliate in Huntsville. She has experience as a writer and public relations expert for a wide variety of businesses.
There is a growing trend in the hedge fund community that solves a problem be-deviling many fund managers.
Hedge funds typically perform in cycles. At times a hedge fund manager... Read More
Uber, that livery / taxi service that somehow magically avoids regulation, insurance and driver screening requirements that other companies must endure, is at the center of a driver rape... Read More
Royal Bank of Scotland Group plc (NYSE:RBS) (LON:RBS) (AMS:RBS)Â gets a Buy rating from Jefferies with the price target set at 390 p, up from the current 317.40 p.
Joseph Dickerson... Read More
Mohnish Pabrai On Sears Bankruptcy And Rolls-Royce
Mohnish Pabrai’s full-year 2016 letter to investors in the Pabrai funds is full of interesting insights.
The most fascinating insights, however, have to be... Read More
Fastenal is one of the best-performing stocks of the past decade. Since the beginning of January 2010, shares in the industrial distribution company have yielded an average annual return... Read More
The fight for control of Sothebys (NYSE:BID) board was brutal and long. Ultimately Daniel Loeb, manager of the hedge fund Third Point, was granted three board seats. However, today... Read More
Whitney Tilson was once again available to share his investment advice in the second part of a series of interviews with Steve Forbes, chairman of Forbes Media. He talked about... Read More
Amidst the Reserve Bank of Australia’s (RBA) inflation target mandate, a Macquarie analyst believes the central bank will trim 50bp off rates between May and August. James McIntyre published his March 30... Read More
Kennox Strategic Value Fund had a great return in 2008. If you’re on the lookout for more fund interviews, as well as actionable small-cap investment ideas, check out ValueWalk’s exclusive... Read More
Raymond James analysts Anthony Polini, Daniel Marchon and Nicole Gulino look at what 3Q13 could hold for JPMorgan Chase & Co (NYSE:JPM) and reiterate their strong Buy rating on the... Read More
