Baupost, Greenlight, Carlson, BlueMountain, Sohn And Much More – Last UPDATED 2/19 20:31 EST (Or MORE RECENTLY) Q4/2018 Hedge Fund Resource Archive – Letters, Conferences And More Exclusive And Curated Content

This page was just created on January 1st 2019 it will be updated a LOT for the next 90 plus days! However, we already have a lot of coverage especially of conferences for Q4 as of today 1/1/19!! As a reference in Q3 18 i updated  the page about 155 [...]

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Lessons Learnt From Hyflux, Singtel & Starhub Investments

I writing a topical email every week to my mailing list. Here’s our last email to subscribers which I thought I share. Q4 hedge fund letters, conference, scoops etc mpewny / Pixabay You can sign up on our mailing list to get the latest updates when it goes out every week.Investing for [...]

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America’s Socialist Revolution Has Officially Begun

On October 31, 1517, an obscure German theology professor put the finishing touches on a paper he had written about the current state of the Catholic Church, and sent it off to Archbishop Albert of Brandenberg for review. Q4 hedge fund letters, conference, scoops etc Free-Photos / Pixabay The professor’s letter was [...]

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Payless Files For Voluntary Chapter 11 Protection In The U.S. And Intends To File For CCAA Protection In Canada

All North American Payless Stores to Close by the End of May; E-Commerce Operations Have Been Wound Down Q4 hedge fund letters, conference, scoops etc BentleyMall [CC BY-SA 3.0], via Wikimedia CommonsLatin American Stores and International Franchisee Stores Will Remain Open and Continue Business as Usual TOPEKA, Kan.--(BUSINESS WIRE)--Payless ShoeSource (“Payless” or [...]

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Michael Burry – Top 10 Holdings Q42018

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of [...]

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The Best Value Stock Screening Ratios – As Shown By Machine Learning

A data-driven and value-focused investment fund publishes some fascinating research in its quarterly letters that we can use to find the best value stock screening ratios. rawpixel / Pixabay Q4 hedge fund letters, conference, scoops etc I’ve mentioned Euclidean Technologies before. It is a machine learning-driven value fund that was founded in 2008. I’m [...]

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SAGA Partners 4Q18 Commentary: Long This Canadian Midcap

SAGA Partners commentary for the fourth quarter ended December 31, 2018. Q4 hedge fund letters, conference, scoops etc4Q18 Results During the fourth quarter of 2018, the Saga Portfolio (“the Portfolio”) decreased 20.8% net of fees. This compares to the overall decrease, including dividends, for the Russell 2000 and S&P 500 Index [...]

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Market Murmurations And 60 Million Frenchmen

One of the coolest things to watch in nature is a Starling murmuration. Q3 hedge fund letters, conference, scoops etc If you’ve never seen one before then give this video a watch. Starlings -- which are small and not particularly intelligent birds -- are somehow able to form these amazingly complex and [...]

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Capitalism Isn’t Bad, It’s Just Broken

The Soviet Union’s collapse ended the socialism vs. capitalism argument. Q4 hedge fund letters, conference, scoops etc sasint / Pixabay Semi-free markets spread through Eastern Europe. Collectivist economies everywhere began turning free. Capitalism seemingly won. Even communist China adopted a form of free market capitalism. Although, as they say, it has “Chinese characteristics.” With all [...]

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How To Find High-Yield Dividend Stocks That Are Safe

Investing is all about making the right choices. And one of them is owning dividend stocks. Q4 hedge fund letters, conference, scoops etc mpewny / Pixabay Let’s look at two companies as examples: Berkshire Hathaway (BRK.B) and JPMorgan Chase (JPM). Since the 2008 financial crisis, both stocks have more than doubled:JPMorgan Chase gained [...]

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Charlie Munger: 2019 Daily Journal Annual Meeting [Full Transcript]

Charlie Munger, the 95-Year Old Berkshire Hathaway Vice Chairman & Chairman of the Daily Journal, speaks to shareholders at the newspaper’s annual meeting. Munger, in his usual, no holds barred manner, speaks for two hours. Q4 hedge fund letters, conference, scoops etcCharlie Munger: 2019 Daily Journal Annual Meeting Transcript Speak briefly on [...]

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Niall J. Gannon, Tailored Wealth Management

Niall J. Gannon, of the Gannon Group at Morgan Stanley, is a financial advisor for high net worth and ultra high net worth individuals and families. And yet Tailored Wealth Management: Exploring the Cause and Effect of Financial Success (Palgrave Macmillan) is applicable to all investors, at any stage [...]

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