Q1 2017 – Huge Page Of Hedge Fund Letters, Conferences, Calls, And More
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... Read More
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... Read More
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... Read More
Steve Eisman New In-Depth Interview: “They mistook leverage for genius” – Warns Of Deutsche Bank Woes
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... Read More
Harry Dent: The greatest crash of your life is coming in 201.
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... Read More
George Soros Live At Davos With Bloomberg TV Trump Is A Con-man And Would-Be Dictator
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... Read More
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... Read More
Trump Advisor Scaramucci Steps Down And Sells SkyBridge Capital To RON And HNA
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.... Read More
Michael Norman "Hedge fund idiot", "Parasite" Eddie Lampert destroyed Sears"
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... Read More
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... Read More
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... Read More
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... Read More
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... Read More
Stanphyl Capital Up 35 Percent YTD Has Some Questions For Elon Musk
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... Read More
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... Read More
George Soros – 60 Minutes Interview Being Suppressed? Probably Not
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... Read More
DLPR/MHP Communications Survey: Political Uncertainty Clouds Otherwise Bright Global Investment Industry Outlook
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... Read More
David Einhorn Contrasts Blinded Tesla Investors To Janet Yellen Who Imagines Light In Q3 Letter
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... Read More
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... Read More
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... Read More
Invest For Kids 2016 Conference: Trian, Grant, Hoplite, Taconic, Pentwater And More
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... Read More
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... Read More
