JDP Capital Management 2019 Annual Partnership Letter: How We Found This Buffett Backed Latin American Stock; What role does really terrible timing play in beating the market?

JDP Capital Management's annual letter to investors for the year ended December 31, 2019. Q4 2019 hedge fund letters, conferences and more Dear JDP Partner, Two thousand and nineteen was a strong year of profitable growth for all of our portfolio companies. The Partnership was up 24.6% (net) for the year despite...

Mitch Julis Warns Investors: The Credit Market Is Highly Exposed To “Exogenous Shocks” [Exclusive]

Canyon Distressed Opportunity Fund III is the latest offering from distressed debt investor Canyon Partners. The fund follows Canyon Distressed Opportunity Fund II, which began investing investors' money at the end of August 2016. Q4 2019 hedge fund letters, conferences and more StockSnap / Pixabay For more up-to-date hedge fund content, and exclusive...

This Stock Is Like Tesla, Minus The Risk?

Tesla (TSLA) is the hottest stock on earth right now. The electric car disruptor has shot up 220% since September, leaving every other S&P 500 company in the dust. Take a look: Over the past two weeks, dozens of folks have asked me: “Is now the time to buy Tesla’s stock?”...

Global Return Asset Management Commentary On Market Selloff

Global Return Asset Management's commentary on market selloff for the month of February 2020. Q4 2019 hedge fund letters, conferences and more StockSnap / Pixabay Dear Friends and Partners, I’m happy to report that despite yesterday's selloff, our portfolio outperformed all major market indexes. Even when removing the positive contribution from our hedges and...

Charlie Munger: This Is How Fund Managers Should NOT Behave

In October 1998, Charlie Munger gave a speech to the Foundation Financial Officers Group at Miramar Sheraton Hotel, Santa Monica, California. Q4 2019 hedge fund letters, conferences and more For more up-to-date hedge fund content, and exclusive access to value-focused hedge fund managers, check out Hidden Value Stocks. In the talk, the...

The Secret Trait Of Stocks That Soar 1,000%+

Microsoft (MSFT) has been on a tear over the past year. Shares of the software pioneer have jumped 70% since last February—triple the S&P 500’s gain, as you can see: Q4 2019 hedge fund letters, conferences and more Keep in mind, Microsoft is the furthest thing from a volatile penny stock....

30 Highlights of Warren Buffett on CNBC – February 24, 2020

Warren Buffett was interviewed on CNBC from 6:00 a.m. – 9:00 a.m. Q4 2019 hedge fund letters, conferences and more These are 30 highlights: (1) Buying stocks is the equivalent of buying businesses. (2) Stocks grow in value because of companies investing retained earnings. (3) Stocks are cheaper than bonds. The 30 year U.S....

Jim Roumell On Lessons Learnt From Marty Whitman; Bargain Hunting; Micro-Cap Due Diligence And More [In-Depth]

ValueWalk's Raul Pangabiban interviews Jim Roumell, Partner and Portfolio Manager at Roumell Asset Management. Q4 2019 hedge fund letters, conferences and more pasja1000 / Pixabay Interview With Jim Roumell Hello podcast listeners. Today is a very special episode with Jim Roumell, Partner and Portfolio Manager at Roumell Asset Management. Before founding Roumell Asset...

Warren Buffett’s worst year since the stock market crashed…

Warren Buffett’s holding company, Berkshire Hathaway, didn’t outperform the S&P 500 last year. Q4 2019 hedge fund letters, conferences and more Berkshire Hathaway grew slightly in 2019, but its performance lagged far behind the S&P 500 stock market index. That’s an anomaly for Buffett. He’s handily outperformed the S&P 500 for decades,...

Saga Partners 4Q19 Commentary

Saga Partners letter to investors for the fourth quarter ended December 31, 2019. Q4 2019 hedge fund letters, conferences and more During the fourth quarter of 2019, the Saga Portfolio (“the Portfolio”) increased 23.9% gross of fees. This compares to the overall increase, including dividends, for the S&P Smallcap 600 Index...

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