Michelle Jones – ValueWalk Premium

Q3 Letter: Tiger Global outlines thesis for solar play

Tiger Global's public equity funds outperformed during the third quarter with its long and private portfolios contributing more than 100% of gains. On the short side, the portfolio generated positive alpha but absolute losses. Q3 2020 hedge fund letters, conferences and more On the long side, key contributors so far this...

Nantahala Capital Partners Long Thesis For This Trucker

Wilmot Harkey's Nantahala Capital Partners was up 8.9% for the second quarter. In their letter dated Sept. 25, which was reviewed by ValueWalk, the Nantahala team said the pandemic has created "one of the strangest economic environments in recent memory." Q3 2020 hedge fund letters, conferences and more They noted that...

This hedge fund won with Datasite

DG Value Partners was up for October, with Class A gaining 1.44% and Class B up 1.5%. The S&P 500 was down 2.66% for the month. On a year-to-date basis, Dov Gertzulin's fund is up 4.21% for Class A and 4.52% for Class B, compared to the S&P's 2.77%...

Hedge funds are betting for or against these gambling stocks

Some sectors are controversial when it comes to investing. Casino and gambling stocks in particular can trigger a debate in some crowds. For example, Warren Buffett has repeatedly said he's against gambling, so it's hard to imaging him investing in gambling stocks. Q3 2020 hedge fund letters, conferences and more fielperson...

DG Value Partners is winning big with gambling stocks

DG Value Partners had a strong third quarter. The fund's legacy class was up 11.85%, while its Class A gained 10.99%, Class B was up 11.12%, and Class C gained 14.29%. DG outperformed its benchmarks as the HFRI Distressed/ Restructuring Index was up 2.77%, while the HFRI Event-Driven Index...

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