Full transcript of the CarGurus (CARG) short presentation by Sahm Adrangi of Kerrisdale Capital at the Kase Learning Shorting Conference. Q3 hedge fund letters, conference, scoops etc Sahm Adrangi: CarGurus (CARG) short presentation - Kase Learning Shorting ConferenceTranscript Thanks Whitney for the kind introduction. Gabriel's. Presentation definitely brought back memories of some [...]
Mittleman Brothers Investment Management commentary for the third quarter ended September 30,2018. Q3 hedge fund letters, conference, scoops etc Dear Investors, I’ve had conversations with some of you recently that lacked the usual holiday cheer for this time of year, clearly due to our weak results YTD, which have us still stuck [...]
Full PDF available at the bottom of the article David Abrams, a Seth Klarman Protege and the managing partner of Abrams Capital, from the 2018 Punch Card Conference, held on the December 7th. Q3 hedge fund letters, conference, scoops etc I appreciate everybody being here. We’re talking about the investment landscape; a [...]
The Black Bear Value Fund returned approximately +4.2% net in November bringing the 2018 net return to +8.1%. The S&P 500 returned +2.0% in November bringing the 2018 return to +5.1%. The HFRI index returned +1.1% in November bringing the 2018 net return to -2.7%. Q3 hedge fund letters, [...]
GreenHaven Road Partners Fund commentary for the third quarter ended September 30, 2018. Q3 hedge fund letters, conference, scoops etcDear Limited Partners, By now, you should have received your statements from Opus. The GreenHaven Road Partners Fund returned approximately +3.6% in the third quarter, and has returned +10.3% in the ten [...]
This is a brief summary of the Punch Card Conference which took place on December 7th 2018 and featured a rare investment talk with David Abrams, a protege of Seth Klarman. We will have more coverage soon so stay tuned.See more Q3 and Q4 hedge fund conference and coverage [...]
Full Transcript of Mads Thamsborg, Senior Partner and Head of Shorts of Bodenholm Capital, from the 2018 Kase Learning Shorting Conference.Q3 hedge fund letters, conference, scoops etcHi everyone. So my name is Max Thamsborg. I'm Danish but living Sweden and that doesn't matter. On this we are playing football [...]
Full transcript of Chris Brown, Managing Member of Aristides Capital, from the 2018 Kase Learning Shorting Conference.Q3 hedge fund letters, conference, scoops etcAll right. Thanks for the really kind words with me and thank you guys for being here is a phenomenal conference and I think I'm low key [...]
Carson Block, Chief Investment Officer of Muddy Waters Capital from the 2018 Kase Learning Shorting Conference.Q3 hedge fund letters, conference, scoops etcMorning, thanks for having me here. That’s not a typo, I’m talking about activism short selling versus activist. What is that? I think that activists can occasionally take short [...]
Full transcript of Matthew Kliber, Founder & Portfolio Manager of Gracian Capital LLC, Kase Shortselling Conference: Kerrisdale, Viceroy, Hindenberg, And More [UPDATED]from the 2018 Kase Learning Shorting Conference. Q3 hedge fund letters, conference, scoops etc rajeshkoiri007 / Pixabay A thesis has three points, the first point, we believe there is revenue sustainability [...]
Notes from the Value Invest New York which took place at the Metropolitan Club on the 4th of December 2018. The speakers provided valuable insights into the methods and approaches that have made them successful, commented on the investment climate and offer specific investment ideas. Check out our coverage of:Kase [...]
Full transcript of Ben Axler, Founder & Chief Investment Officer of Spruce Point Capital, from the 2018 from the 2018 Kase Learning Shortselling Conference. Please note this transcript may contain mistakes – this was done by a human but its impossible to get every word correct and the audio was [...]
Full transcript of Keith Rosenbloom, Managing Partner of Cruiser Capital Advisors, from the from the 2018 Kase Learning Shortselling Conference. Please note this transcript may contain mistakes – this was done by a human but its impossible to get every word correct and the audio was a bit unclear at [...]
Global Allocation Fund commentary for the month ended November 30, 2018, discussing their short positions in US equity indices.Stock markets entered November in the middle of the rebound we had witnessed the last days of October. We took the chance to take short positions in US equity indices, which [...]
Full transcript of Anne Stevenson-Yang, Co-Founder and Research Director of J Capital Research from the 2018 Kase Learning Shortselling Conference. Please note this transcript may contain mistakes – this was done by a human but its impossible to get every word correct and the audio was a bit unclear at [...]
Alluvial Fund, LP was down 4.0% in November. Year-to-date, Alluvial has returned -5.1% versus 5.1% for the S&P 500 and 1.0% for the Russell 2000. Since inception, Alluvial Fund, LP has returned 23.0% compared to 28.1% for the S&P 500 and 15.8% for the Russell 2000. Q3 hedge fund letters, [...]
Full notes of Ron Geffner, Partner, Sadis & Goldberg LLP from the , from the 2018 Kase Learning Shortselling Conference. Please note this transcript may contain mistakes – this was done by a human but its impossible to get every word correct and the audio was a bit unclear at times [...]
Full notes of Fraser Perring, Founder of Of Viceroy Research, from the 2018 Kase Learning Shortselling Conference. Please note this transcript may contain mistakes - this was done by a human but its impossible to get every word correct and the audio was a bit unclear at times - enjoy Q3 [...]
Full transcript of Sunny Puri, the Portfolio Manager of Anson Funds, from the 2018 Kase Learning Shorting Conference. Please note this transcript may contain mistakes – this was done by a human but its impossible to get every word correct and the audio was a bit unclear at times – [...]
Dan David short this Taiwanese bike company at Kase shortselling conference Also if you want more European oriented ideas Sohn London was last week we have a transcript of half the conference and will have full thing soon Also check out our very in-depth coverage of the Kase short-selling conference from [...]
Watch Gabriel Grego's epic takedown of Aphria (APHA) at the Kase Learning Shorting Conference, 12/3/18. Q3 hedge fund letters, conference, scoops etc Image source: YouTube Video Screenshot Gabriel Grego: Aphria Short Presentation - Kase Learning Shorting ConferenceGet The Full Series in PDF Get the entire 10-part series on Charlie Munger in PDF. Save [...]
Bernie Ahkong, the Portfolio Manager of UBS O'Connor, from the 2018 London Sohn Conference. Q3 hedge fund letters, conference, scoops etc If you’re looking for value stocks, and exclusive access to value-focused hedge fund managers, check out ValueWalk’s exclusive value newsletter, Hidden Value Stocks. WikiImages / Pixabay Check out more notes from the [...]
