Q3 2019 Hedge Fund Letters, Conferences: RobinHood, Sohn, Einhorn, LonePine, Canyon, Dan Loeb, GreenHaven, Maverick And Much More [Last Updated 11/1917:15]

This post was created on 10/1/2019 stay tuned for updates up to several times a day! As always we REALLY really appreciate legal letters and tips on hedge funds from our readers regardless of fund size. How is this different than SecurityAnalysis? We have a lot more (on funds both large...

Gregory Zuckerman: Why Renaissance Did Not Blow Up Like LTCM

ValueWalk's Raul Panganiban interviews Gregory Zuckerman, the author of "The Frackers," "The Greatest Trade Ever," and his most recent book that's coming out soon, "The Man Who Solved the Market: How Jim Simons Launched the Quant Revolution." In this part, Gregory discusses Jim Simons not fully trusting the models,...

Bonhoeffer’s Keith Smith: Value investing is a challenge

ValueWalk's Raul Pangabiban inteviews Keith Smith, the Portfolio Manager at Bonhoeffer Capital Management. In this part, Keith discusses the inspiration behind the name Bonhoeffer, his favorite books, his hobbies, the bubble laws, and value investing being a challenge. Q3 2019 hedge fund letters, conferences and more mohamed_hassan / Pixabay Yeah, very interesting....

Barac Capital Management 3Q19 Commentary: Why We Have A Big Cash And UST Position

Barac Capital Management commentary for the third quarter ended September 30, 2019. Q3 2019 hedge fund letters, conferences and more Dear All, The aggregate performance of Barac Capital Management’s (“BCM”) separately-managed-accounts (“SMAs”)1 for the third-quarter ending September 30, 2019 was -0.1% relative to a 2.0% return for BCM’s benchmark. Individual account performance may...

GreenWood Investor 3Q19 Commentary: Re-purchase Of Leonardo

GreenWood Investor commentary for the third quarter ended September 30, 2019. Q3 2019 hedge fund letters, conferences and more Dear GreenWood Investor: It was a hectic quarter, and an even more eventful past twelve months. It is your author’s one-year anniversary of having the privilege to join Steven on this adventure that...

Global Return Asset Management: Causes of a Recession

Global Return Asset Management letter to investors for the month of November 2019. Q3 2019 hedge fund letters, conferences and more geralt / Pixabay Dear Friends and Partners, Is there any better way to start your weekend than reading about what causes a recession? If this sounds as exciting to you as it does...

2019 Sohn London Investment Conference Coverage

2019 Sohn London Investment Conference is one of the most influential investor forums in the European financial community. The conference brings together the world’s most successful investors to share their best ideas and market insights in today’s challenging macro-economic and geopolitical environment. Highlights of the coverage will be posted...

Learning From Your Worst Investment Mistakes

ValueWalk's Raul  interviews Andrew Stotz, Co-Founder and CEO of A. Stotz Investment research and A. Stotz Academy and also the Co-Founder and Finance Director of CoffeeWORKS Ltd. He's also a podcast hosts for My Worst Investment Ever Q3 2019 hedge fund letters, conferences and more StockSnap / Pixabay Interview with Andrew Stotz   Transcript Hello...

Black Bear Value Fund November 2019 Performance Update

Black Bear Value Fund performance update for the month of November 2019. Q3 2019 hedge fund letters, conferences and more Fund Strategy Black Bear Value Fund, LP is an opportunistic, concentrated and fundamental value investment partnership. Our partnership operates with low fees and high levels of alignment between the Investment Manager and...

Bonhoeffer’s Keith Smith: Compound mispricing opportunities and mischaracterized businesses

ValueWalk's Raul Pangabiban inteviews Keith Smith, the Portfolio Manager at Bonhoeffer Capital Management. In this part, Keith discusses compound mispricing opportunities, mischaracterized businesses, Korea, Philippines, Hong Kong, and South Africa. Q3 2019 hedge fund letters, conferences and more mohamed_hassan / Pixabay All right. Yeah. And then getting back to the compound mispricing....

Fraser Perring: Chronicles of Deceit, Part One

A high-profile research analyst who identifies and bets on troubled companies has acquired an unusual and perhaps unwarranted amount of influence in the brief period of time he’s been in this line of work. Q3 2019 hedge fund letters, conferences and more mohamed_hassan / Pixabay Forty-six-year-old Fraser Perring, a resident of Lincoln,...

Gregory Zuckerman: How Jim Simons Produces Massive 66% Annual Returns

ValueWalk's Raul Panganiban interviews Gregory Zuckerman, the author of "The Man Who Solved the Market: How Jim Simons Launched the Quant Revolution." Jim_Simons_ValueWalk Interview with Gregory Zuckerman   Transcript Hello podcast listeners. Today's a very special episode with Gregory Zuckerman. He's a 23 year vet at Wall Street Journal. He's also the author of...

Interview with TradeZero America Co-Founder Dan Pipitone

In this episode, ValueWalk’s Raul Pangabiban discuss who TradeZero America is and what they are trying to achieve with their Co-Founder, Dan Pipitone. We discuss trade free commissions, their system of finding shorts, and why passive investing is complementary to the brokerage industry. Q3 2019 hedge fund letters, conferences and...

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