Old School Value Nugget Fest

Thanks to everyone who answered our survey from last week. Basically, everyone wants 3 things:Stock ideas & analysis Investing education and information Recommended readingsQ4 hedge fund letters, conference, scoops etc So that's what we're going to give you. (Sure, we'll sprinkle the odd tutorial or book review in, too.) To kick things off, [...]

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Buying On Margin: Should You Borrow Money To Buy Stocks?

The idea of borrowing money to invest in the stock market can be very appealing for risk-tolerant investors. Q4 hedge fund letters, conference, scoops etc mohamed_hassan / Pixabay ValueWalk readers can click here to instantly access an exclusive $100 discount on Sure Dividend’s premium online course Invest Like The Best, which contains [...]

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Asset Class Scoreboard: January 2019

Wow! That was a bounce.  In the words of Mr. Castanza “I’m back…baby!“. Or if you want something a bit more modern….”Chewie…we’re home!”. Either way, investors rushed to remember what a positive month looks like after basically every asset class was down in 2018, with stocks flirting with a [...]

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It Has Been Tough For Small Companies In Terms Of Sales

Global: Tough past three years for small companies in terms of sales growthLooking at all non-financial companies globally, grouped by size Sales growth in line with previous peaks, except for Small companies Small companies haven’t seen much sales growth since 2012Asia ex Japan: All companies but Small saw an upturn in [...]

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Muddy Waters Is Short Inogen Inc (INGN)

Activist short-seller Muddy Waters' new short report questions the financial prospects of Inogen (INGN), a provider of portable oxygen for patients. Q4 hedge fund letters, conference, scoops etc "You gonna believe me, or your lyin' eyes?" - Richard Pryor Muddy Waters is short Inogen, Inc. (INGN) because we believe management has created an egregiously [...]

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22 Managed Futures Terms To Know

Sortino Ratio vs Sharpe Ratio vs Sterling Ratio vs MAR Ratio vs How Do I Calculate This Ratio...yikes. Managed futures certainly has perfected the art of having a language of it’s own. And it makes sense, there are lot of internal organizations, math equations and extra extras that help [...]

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CEO In Focus: David Taylor Of Procter & Gamble

Cincinnati, Ohio-based consumer products giant Procter & Gamble (PG), needs no introduction. Q4 hedge fund letters, conference, scoops etc ValueWalk readers can click here to instantly access an exclusive $100 discount on Sure Dividend’s premium online course Invest Like The Best, which contains a case-study-based investigation of how 6 of the [...]

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World’s Largest Pension Fund Loses $136 Billion

Things keep getting worse for pensions… Q4 hedge fund letters, conference, scoops etc geralt / Pixabay If you’ve read Notes recently, you know the pension fund crisis is one of our major themes. Simply put, these giant pools of capital responsible for paying out retirement benefits to workers are BROKE. According to the [...]

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ETFs/ETPs Continues To Outpace Hedge Funds In 4Q18

ETFGI reports asset growth and net inflows in global ETFs ETPs industry continues to outpace global Hedge Fund industry in Q4 2018 Q4 hedge fund letters, conference, scoops etc clarencealford / Pixabay LONDON — February 5, 2019 — ETFGI, a leading independent research and consultancy firm covering trends in the global ETF/ETP ecosystem, [...]

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Intelsat S.A.: Time To Relaunch – Kerrisdale

With shares 36% below last year’s highs, we believe an investment in Intelsat (NYSE: I) represents exceptional value ahead of important catalysts as the regulatory process enters its final stages. The bull thesis as laid out in our original, full-length report and subsequent Seeking Alpha article, All Systems “Go”, [...]

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Global Actively Managed ETFs AUM Up 34% In 2018

ETFGI reports assets invested in actively managed ETFs and ETPs listed globally attract inflows of US$628 million during December Q4 hedge fund letters, conference, scoops etc LONDON — January 30, 2019 — ETFGI, a leading independent research and consultancy firm covering trends in the global ETF/ETP ecosystem, reported today that actively managed ETFs [...]

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Word On The Street: The Most Popular Transcript Keywords Of 2018, By Sector (An Annual Report By Sentieo)

Every year, thousands of pages of earnings call transcripts are generated and analyzed by equity analysts for signals about how individual companies — and the market — will perform. Our 2018 Word On The Street report demonstrates how Sentieo’s Document Search and Transcript Sentiment tools make that data more accessible to researchers. Q4 hedge [...]

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The Next Economic Recession Will Sweep The Socialists Into Power

What I’m about to say may sound totally crazy at first. But keep reading, because I think you’ll agree that it’s dead-on accurate. Q4 hedge fund letters, conference, scoops etc geralt / Pixabay There’s a recession coming. No, that’s not some Chicken Little “The Sky is Falling” statement. Far from it. It’s just [...]

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Who Pays For Investment Research?

Over a year ago, Burgundy did a complete reassessment of our research costs based on new financial rules from Europe called MiFID II. Q4 hedge fund letters, conference, scoops etc geralt / Pixabay Historically, brokerage firms have incurred expenses on research activities like analyst reports and industry conferences. Rather than charging money [...]

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Even Sweden Abandoned Its Wealth Tax

There are over 21 months to go until the 2020 US presidential election. And every day more and more socialist candidates throw their hat in the ring. They all want to be the one to take down Donald Trump. Q4 hedge fund letters, conference, scoops etc FirmBee / Pixabay But how do you [...]

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Hedge Funds End 2018 In The Red

The global hedge fund industry ended a volatile 2018 in the red, with aggregate performance for December at -2.15% and for the year at -4.86%, according to the latest eVestment hedge fund performance data released today. December’s negative performance marked the industry’s fifth consecutive month of negative performance in [...]

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