London Sohn 2019: Short German Printer, Long This US MedTech

Per Johansson, the CIO and founder partner of Bodenholm Capital presented two ideas at this year's London Sohn conference, one long and one short. DarkoStojanovic / Pixabay Short German printer Johansson's first idea was to short German printing press manufacturer Koeing & Bauer. Bodenholm thinks this business is vastly overstating its real...

London Sohn 2019: Lucerne Capital Predicts 200% Profit With This Media Stock

Pieter Taselaar of Lucerne Capital Management pitched this media play at this year's London Sohn conference. Q3 2019 hedge fund letters, conferences and more rawpixel / Pixabay For more up-to-date hedge fund content, and exclusive access to value-focused hedge fund managers, check out ValueWalk’s exclusive value newsletter, Hidden Value Stocks. Founded in 2000, Lucerne...

London Sohn 2019: Short This Stock On Environmental Concerns

Lombard Odier Investment Management’s Arnaud Langlois pitched this stock as a short idea. This industrial gas business is up 40% this year and is a “stock market darling,” Langlois said. Q3 2019 hedge fund letters, conferences and more jp26jp / Pixabay For more up-to-date hedge fund content, and exclusive access to value-focused hedge...

Hedge Fund 13F Round-Up For Q3 2019

Below is our 13F roundup for some high profile names for the third quarter of 2019 (30 Sep 2019). These statements are generally seen as a barometer of hedge fund sentiment, even though they are filed several weeks after the end of the quarter to which they relate. For more up-to-date hedge fund...

Why The Term “Value Investing” Is Redundant

Over the past ten years, value stocks have struggled to keep up with the broader market. Q3 2019 hedge fund letters, conferences and more The Russell 2000 Value Index, for example, has underperformed the S&P 500 by 57% since November 2009, excluding dividends. If you’re looking for value stocks, and exclusive access...

Paul Tudor Jones and Ray Dalio At Greenwich Conference Say Wealth Gap Is “National Emergency”, Warn Of “Revolution”

At the Greenwich forum earlier this week, hedge fund legends Paul Tudor Jones and Ray Dalio took to the stage to discuss the current macro environment. "As someone who consumes everything macro," Paul Tudor Jones declared, "I would compare Bridgewater to the Charter School movement in education." The legendary investor...

Tiger Global Management Takes Title Of Most Active Venture Capital Lead Investor In Q3 2019

Despite the US-China trade war and cooling global economy, the venture financing environment remained robust in the third quarter of 2019, according to Cooley LLP's Q3 Venture Financing Report. If you’re looking for value stocks, and exclusive access to value-focused hedge fund managers, check out ValueWalk’s exclusive value newsletter, Hidden...

2019 Robin Hood Conference Roundup

At the 2019 Robin Hood conference, Whitney Tilson highlighted Fannie Mae as one of his favorite stocks in the current market. According to reports, Tilson believes that the mortgage giant could be a "Six Bagger" as he sees the potential for its intrinsic value to reach $18.50 per share. kalhh /...

Charlie Munger’s 7 Principles For Success

After discussing Caron's three prescriptions for a miserable life, Munger moved on to some ideas of his own. Q3 2019 hedge fund letters, conferences and more 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. Be reliable Munger told...

Why It Has Never Been A Better Time To Buy Dividend Stocks

In the past, when confronted with uncertainty and market volatility, investors have fled to bonds. However, the quiet, slow decline of bond yields over the past few decades has made this alternative strategy particularly unappealing. If you’re looking for value stocks, and exclusive access to value-focused hedge fund managers, check...

Mohnish Pabrai On How To Find Cheap Stocks

Continued from part one... Q3 2019 hedge fund letters, conferences and more After discussing the types of business investors should be chasing, Mohnish Pabrai then went on to give some examples of his favorite trades in the MOI Interview. Following on from his advice on sticking with companies you know and understand,...

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