Interview with Mohnish Pabrai, the Managing Partner of the Pabrai Investment Funds, from the Graham & Doddsville Fall 2019 Issue. Q3 2019 hedge fund letters, conferences and more Mohnish Pabrai is the Managing Partner of the Pabrai Investment Funds. Since inception in 1999 with $1 million in AUM, Pabrai Investment Funds [...]
The world has experienced a decade of growth fueled by record-low interest rates, a burgeoning money supply, and historic debt levels – but the good times only last so long. Q2 hedge fund letters, conference, scoops etc As the global economy slows and eventually begins to retract, can precious metals offer [...]
Vilas Capital letter to partners for the month of September 2019, titled, "Shift (Away From WeWas)." Q2 hedge fund letters, conference, scoops etc Goumbik / Pixabay Dear Partners, The markets are undergoing a very large and rapid shift from growth investing to value investing leading the way. We have had our best 10 [...]
ValueWalk's Raul Panganiban interviews Gary Anderson, a partner in the corporate finance group at Seward and Kissel LLP. Q2 hedge fund letters, conference, scoops etc rawpixel / Pixabay Interview With Gerhard Anderson Transcript Good morning podcast listeners. Today's very special episode with Gary Anderson. Gary is a partner in the corporate finance group at [...]
Bonhoeffer Capital Management commentary for the second quarter ended June 30, 2019, discussing their case study on a $1.8B media stock Dear Partner, Bonhoeffer returned 2.7% net of fees in the second quarter of 2019, compared to 4.1% for the MSCI World ex-US, an international benchmark. As of June 30th, our [...]
Predictive Technology: 95%+ Downside on CEO and Former Chairman’s Past Securities Fraud Allegations, Acquisitions That Reek of Insider Self-Dealing and Dubious “Miracle Cure” Sales Tactics Q2 hedge fund letters, conference, scoops etc Predictive’s key original holders and recent Chairman/director have previously been charged by regulators with securities fraud, including allegations of [...]
Notes from the Alternative and Special Situations Value Investing Panel featuring Verdad Capital's Brian Chingono, CarVal Investors' William Schatz, Bluemountain Capital's Omar Vaishnavi, and Wincrest Capital's Barbara Ann Bernard from the 2019 Ben Graham VI Annual Conference, which took place on Wednesday, June 19. See the full notes here. Q2 hedge [...]
What if I told you that there was a guy who has a degree in History, who, when he started his career in investing not only did not know the difference between a stock and a bond but also hadn’t a clue as to what they actually were, has [...]
David Samra, Managing Director of Artisan Partners and lead portfolio manager of the Artisan International Value Fund, explains why ABB should split into two separate companies, why he expects further divestitures at LafargeHolcim and what he likes about Novartis, UBS, Nestlé and Richemont. Q1 hedge fund letters, conference, scoops etc rawpixel [...]
Many organizations say that their greatest asset is their people. In fact, Richard Branson has famously stated that employees come first at Virgin, ranking ahead of customers and shareholders. So, how do businesses effectively manage this talent to drive success? Q1 hedge fund letters, conference, scoops etc This question is top [...]
ValueWalk's Raul Panganiban interviews Steve Nadel, partner in Seward & Kissel's Investment Management Group. Interview With Steve Nadel: New Hedge Fund Study Transcript Raul: Good morning podcast listeners, today is a very special episode with Steve Nadel. He’s a partner in Seward and Kissel’s investment management group. He joined the firm in [...]
Headline: Worst Case Scenario For Global Economy = Legacy Inflation Ramp. Q4 hedge fund letters, conference, scoops etc geralt / Pixabay Central Bankers Continually Lament The Lack Of Inflation To Justify Their Massive Liquidity Injections. Just Pour Endless Streams Of Money Into The Financial System…And It’ll Eventually Feed Through To The Real Economy…Creating Legacy [...]
The sentiment snapshot series is back! For context, in the sentiment snapshot series I look at some of the charts from the weekly survey on Twitter, which asks respondents to indicate whether they are bullish or bearish for primarily technical or fundamental rationale. I also add a few other charts [...]
I get this question a lot, so I thought I discuss it in-depth in the next few articles. The post is geared towards investors based in Singapore. Q4 hedge fund letters, conference, scoops etc rawpixel / Pixabay Bond Fundamentals 101 The best way to think about bonds are that they are essentially IOUs. Imagine [...]
All North American Payless Stores to Close by the End of May; E-Commerce Operations Have Been Wound Down Q4 hedge fund letters, conference, scoops etc BentleyMall [CC BY-SA 3.0], via Wikimedia CommonsLatin American Stores and International Franchisee Stores Will Remain Open and Continue Business as Usual TOPEKA, Kan.--(BUSINESS WIRE)--Payless ShoeSource (“Payless” or [...]
The Eurekahedge Hedge Fund Index rallied 2.22%1 in January, supported by the global equity market rally which resulted from the Fed's dovish stance and optimism over potential progress in the US-China trade talks. The MSCI AC World Index (Local) gained 7.36% over the month, recovering most of the losses [...]
Throw those projections out. If you want to know where equity markets are headed , then look no further than the chart below which shows the correlation between M1 and MSCI world Index. Central banks probably need to do something to turn around real M1 growth, otherwise MSCI World [...]
Research Also Reveals Increase in Newer Managers Registering with SEC New York, NY—September 25, 2018—A new Study by the law firm Seward & Kissel LLP into the hedge fund industry’s use of side letters—special agreements between hedge funds and their investors—shows a major shift in the hedge fund landscape. Get The [...]
While not specifically an investing book, The Art of the Good Life: Clear Thinking for Business and a Better Life, by Rolf Dobelli provides some great lessons for investors. There’s one passage in particular titled – Reality Doesn’t Care About Your Feelings; or, Why Every False Step Improves Your Life – which basically [...]
Disclosure: We are long shares of Intelsat S.A. and SES S.A. Please review our disclosures at the end of our email. Since we released our report on Intelsat and SES a month ago, events have unfolded even more rapidly than we expected, and our confidence in the upside potential of these stocks, [...]
After almost ten years, it is easy to assume that everything that needs to be said about Fannie Mae and Freddie Mac has been said and that everyone’s position is clear. However, recent comments about the Federal Housing Finance Agency’s (FHFA) proposed rule for revised capital requirements for the [...]
Investors withdrew an estimated $7.88 billion from global hedge funds in June 2018, bringing overall Q2 2018 net flows for the industry to -$5.43 billion, according to the just-released eVestment June and Q2 2018 Hedge Fund Asset Flows Report. Get The Timeless Reading eBook in PDF Get the entire 10-part series [...]
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