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Q3 Hedge Fund Letters & Conferences Database! Sohn, Delivering Alpha And Much More [UPDATED 12/3 12:31 EST Or more recently]

Simply click the menu below to perform sorting functions. Page is updated very frequently so please come back or bookmark This database is complied by scouring hundreds of sites, emails and most importantly Valuewalk's top-notch exclusive sources network. We have the MOST extensive source out there of what is going on in...

Long-Lived Instos

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Long-Lived Instos. Here’s an excerpt from the episode: Q3 2020 hedge fund letters, conferences and more Image source: YouTube Video Screenshot Long-Lived Instos Jake: All right, veggie time. So, this segment is called The Data of Long-lived Institutions,...

A ‘Great Reset’ Is Coming.. But Not for Capitalism

The Great Reset is my term for climactic events that resolve our global debt overload while at the same time dealing with slow economic growth, high unemployment and social unrest. Q3 2020 hedge fund letters, conferences and more I've talked about this concept for many years. I expected this would happen after...

Bulls Getting Greedy As Sentiment Stretched… Big Time

Headline: Equity Markets Love Covid Driven Liquidity Q3 2020 hedge fund letters, conferences and more There Are Almost An Infinite Supply Of Equity Market Indicators. Still…No One Indicator…Or Even A Cocktail Of Many Indicators…Is Even Close To Perfect…Let Alone Regularly Reliable. Frankly…Most Indicators Are Entirely Useless…When Tested Across Vast Data Sets Over Just...

The VIX Index Rides the Covid Wave

The VIX index—otherwise known as the Fear Index—has had an interesting journey throughout 2020, largely thanks to uncertainty spurred on by the Covid-19 pandemic. What’s the Fear Index, you ask? If you’ve never heard of the VIX, let’s catch you up. The VIX index, also known as the stock...

Should You Go All In On Water Like Michael Burry?

Water investments? Michael Burry was one of the first institutional investors to bet against the US subprime mortgage market in the mid-2000s, and today he’s concentrating all of his investment efforts on one commodity: water. Burry’s focus on water has attracted plenty of attention to the commodity in the...

A Look At The Portfolio Of Billionaire Charlie Munger

Charlie Munger is one of the world's greatest investors. Over the past six decades, he's helped his business partner and friend, Warren Buffett, turn a struggling textile business called Berkshire Hathaway into one of America's largest firms. Q3 2020 hedge fund letters, conferences and more If you’re looking for value stocks,...

How Warren Buffett Uses Discount Rates To Value Stocks

Warren Buffett has never detailed the process he uses to value the businesses he acquires for Berkshire Hathaway. However, over the years, he has provided some limited insight into his methods. Q3 2020 hedge fund letters, conferences and more Based on these comments, it is widely assumed that Buffett uses a...

Canyon Profits On Covid Crisis Refinancings

Canyon Partners' Canyon Balanced Funds returned -0.91% in October, net of fees and expenses, bringing the year-to-date return to -13.01%. However, according to a copy of the firm's investor correspondence, which ValueWalk has been able to review, the fund quickly bounced back in November, adding 7.3% for the month....

Hedge funds remained resilient amidst market risk-off sentiment

Hedge funds remained resilient amidst market risk-off sentiment by outperforming global equities on its second consecutive months Q3 2020 hedge fund letters, conferences and more Equal-weighted and asset-weighted hedge fund performance Hedge fund managers ended the month of October up 0.02% on an equal-weighted basis, and a loss of 0.54% on an...

Active ETFs Hit Record Of $235 Billion AUM

ETFGI reports Active ETFs and ETPs listed globally gather a record US$58.69 billion in YTD net inflows and assets reached a record high of US$234.86 billion at the end of October 2020 Q3 2020 hedge fund letters, conferences and more LONDON — November 25, 2020 — ETFGI, a leading independent research and...

Combining Fundamentals With Technical Analysis

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Combining Fundamental And Technical Analysis. Here’s an excerpt from the episode: Q3 2020 hedge fund letters, conferences and more Image source: YouTube Video Screenshot Tobias: So, here’s a philosophical question. What is your disagreement to creating a...

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