Michelle Jones – Page 2 – ValueWalk Premium

Joel Greenblatt Talks Immigration With ValueWalk

Legendary value investor Joel Greenblatt of Gotham Asset Management has a new book coming out. His book is entitled Common Sense, and it focuses on several big policies, including immigration, education and banking regulations. He sat down with ValueWalk to talk about some of the issues in his new...

GlassHouse presents short thesis for this sports company

ValueWalk's fourth Contrarian Investor Virtual Conference is in the books with several new ideas from short sellers. Analysts at GlassHouse Research shared their thesis for a sportswear company, for which they see 51% downside in its stock. Q3 2020 hedge fund letters, conferences and more   Accounting red flags GlassHouse looks for companies...

This long-only fund sees African stocks as “cheap”

The Laurium Limpopo Fund was up 2.1% for the third quarter. The African long-only fund underperformed its benchmarks during the third quarter. The MSCI Africa ex-South Africa Index and the S&P All Africa ex-South Africa Capped Index each returned an average of about 5.7%. Q3 2020 hedge fund letters, conferences...

Short thesis for Patterson Companies from Bucephalus

ValueWalk is preparing for its fourth Contrarian Investor Virtual Conference in partnership with the Contrarian Investor Podcast and Breakout Point. We've got an excellent slate of speakers scheduled, including experts from Bucephalus Research. Q3 2020 hedge fund letters, conferences and more pasja1000 / Pixabay Profile of Bucephalus Research Bucephalus Research touts itself as...

GlassHouse Research’s Take-down Of Cubic Corporation

ValueWalk is planning its fourth Contrarian Investor Virtual Conference in partnership with the Contrarian Investor Podcast next week, and we have quite a full slate of speakers. One of the firms that will be represented is GlassHouse Research. Profile of GlassHouse Research GlassHouse defines its purpose as being "to expose fraudulent...

CalSTRS deputy CIO talks tech stocks and ecommerce

The California State Teachers Retirement System (CalSTRS) is one of the largest pension funds in the country, so when its management talks, many people listen. Grace Reyes of The Investment Diversity Exchange interviewed Scott Chan of CalSTRS at the SohnX San Francisco Conference. They talked about tech stocks, how...

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