Sohn Conference Live – Ackman, Gundlach, Einhorn And More

The 2017 Sohn Investment Conference takes place in New York on 5/8/2017. As usual, ValueWalk will be covering the conference live as well as the emerging manager's conference which starts at 9 AM EST. here is a particular reason that the Sohn Conference can attract the top hedge fund managers [...]


MLPs Are Hot, But Investors Need To Know Where To Look

There’s something going on in the hot MLP market, and investors can either enjoy a nice warm feeling that accompany dividend payouts, or if they aren’t careful, they can get burned. Let’s look at some recent events: Year-to-date, the Alerian MLP Index is up just 5 basis points shy of 6%, [...]


Greenlight Capital 2016 Letter: Short CAT, Long E.ON And GM

Below is David Einhorn's 2016 letter to investors. The January 17th 2016 letter discusses some new positions in shorts and longs with some mentioned by name such as Caterpillar short. Einhorn clarifies his views on Fed policy, macro outlook and the new coming President among others topics. ValueWalk has [...]


2016 Hedge Fund Letters

2016 Hedge Fund Letters page is now up! Q4 and H2 2016 letters and also some hedge fund conferences. The links are not an endorsement whatsoever nor does any omission mean anything, besides for the fact that we do not find the letter interesting/newsworthy or we do not have access to [...]


STRATA Advertising Agency Survey Sees Optimism Heading into 2017

Majority of Agencies Plan to Retain or Increase Staff A fourth quarter survey of advertising agencies found that agency confidence was on the rise heading into 2017, in line with the reversal of expectations surrounding a Trump presidency. The survey was conducted by STRATA, a Comcast company and leader [...]


Platinum Partners: hedge fund execs charged with $1B in fraud case

Platinum Partners the latest in the saga - Color me not shocked @JacobWolinsky so if SEC/FINRA etc wont act on some public info until its front page news for $1B fund what does that say? — Jacob Wolinsky (@JacobWolinsky) December 21, 2016 Murray Huberfeld, Platinum Come Under Pressure From an investor document obtained [...]


Midstream MLPs Quietly Pickup Steam On Wall Street

With election uncertainty and the Dow’s flirtations with 20,000 points getting the lion’s share of media attention in the second half of this year, leading Wall Street money managers have been quietly getting back into MLPs since the summer. A September note by Morgan Stanley mentioned they “recently added [...]


Trump Makes Fannie Mae And Freddie Mac Shareholders Great Again

Munchin is making Fannie Mae and Freddie Mac shareholders great again. Shares of (Fannie Mae OTCMKTS: FNMA) are currently up 34 percent today, while Freddie Mac shares are clocking in 32 percent gains (OTCMKTS: FMCC)at the time of this writing. And that is not all both stocks are up [...]


Capitalize For Kids Conference – Full Notes

ValueWalk attended IRA Sohn Conference in Toronto Aka Capitalize For Kids which took place October 26th-27th and featured an all star line up. has some extensive notes from the conference. Readers can find our rough notes below. We have more upcoming conferences so stay tuned for coverage. Also see Some prior [...]


Trump Won’t Make an Advertising Blitz According to New Strata Survey

Many political pundits have been watching the Trump campaign throughout the election season waiting for him to ramp up his advertising campaign. With Election Day less than two weeks away, a new study says that the much anticipated ad blitz won’t ever come. Strata, a Comcast-owned advertising software firm, surveyed [...]


Jim Grant: BlackRock Is Fed's own Wall Street Doppelgänger

Jim Grant At Invest For Kids Conference. We have a lot more coverage so stay tuned    Also we have a lot more conference coverage under our hedge fund Q3 post Grant's Interest Rate Observer The university of Chicago teaches that markets are efficient.  Jim thinks it's only episodically efficient. [drizzle] Image source: [...]

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