Q1 2017 Hedge Fund Letters is now up stay tuned for more as we sometimes update these pages even months after the quarter ends (3/31/2017 in this case). Also some hedge fund conferences in Q1 2017 will be profiled here Last updated 7/01/2017 The links are not an endorsement whatsoever nor [...]
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 [...]
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%, [...]
This is a new interview - rare for Steve Eisman (although he has been doing more recently) and I think we found it first - you can H/T us for that- I love the title of the interview "“They mistook leverage for genius” which sounds SO much like LTCM [...]
I do not get a chance to write much but could not resist this one - and it is not only for the Schadenfreude but it also teaches an important lesson about investing which is old but must be repeated over and over and over. I have no doubt [...]
George Soros Live At Davos With Bloomberg TV below readers can find our informal notes on the speech. All words are Soros not mine but please do not assume anything without parenthesis is verbatim, Also see Exclusive: George Soros Is Not Behind Anti Trump Protests George Soros: China Hard Landing Inevitable [...]
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 [...]
Skybridge Capital announced this morning that it has signed a definitive purchase agreement with RON Transatlantic EG and HNA Capital (U.S.) Holding for a majority stake in the firm. Law firm Seward & Kissel LLP represented HNA Capital (U.S.) Holding in connection with this deal. A press release with [...]
Michael Norman is at it again - doing his favorite past-time... trolling another famous hedge fund manager - this one is his take-down of Eddie Lampert. This one is entertaining - Norman calls Lampert "an idiot", "entitled", "know nothing", "Ayn Rand acolyte", "parasite" and uses many other colorful words. [...]
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 [...]
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 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 [...]
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 [...]
Mark Spiegel's Stanphyl Capital is having a killer year up close to 35% NET YTD - see below for an excerpt on Tesla Motors Inc (NASDAQ:TSLA) from their November shareholder letter. But first... although he is known as Elon Musk's number one enemy, Mr. Spiegel makes most of his [...]
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 [...]
A lot of craziness post election, it goes without saying just read Kurt Eichenwald and Matt Forney to get a sense of what two lunatics are saying. Conspiracy theories continue to spread like wildfire and it seems that there are more on the right than left. Sadly, this is [...]
A pre-election survey of global institutional investors found an optimistic outlook for 2017 that is being somewhat tempered by the global swell of populist sentiment and political uncertainty that could pose a risk to future growth. The survey was conducted by Dukas Linden Public Relations, a leading financial services [...]
David Einhorn's new letter is out and he has some words for Elon Musk - as we reported last Q (and as David Einhorn himself mentions) he hints at a short in Tesla and takes a swipe at Elon Musk and central bankers (in an odd contrast I do [...]
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 [...]
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 [...]
Invest For Kids 2016 Conference The Invest For Kids conference is the Chicago investment event of the year. The investment conference features presentations from an elite group of hedge fund managers. These managers present their views and ideas in concise 15-minute presentations in an effort to help underprivileged kids in [...]
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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