VW Staff
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GreenWood Investors 2Q18 Letter: Mind The (Expectations) Gap
GreenWood Investors letter for the second quarter ended June 30, 2018; titled, “Mind The (Expectations) Gap.” [timeless] Q2 hedge fund…
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PREMIUM FEATURED STORIES
Universa 10 Yr Letter: What’s Past Is Prologue
Universa letter to investors for the period of March 2008 to February 2018, titled, “What’s Past Is Prologue?” Q2…
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Business
Crosspoint Capital Management 2Q18 Commentary
Crosspoint Capital Management commentary for the second quarter ended June 30, 2018. Q2 hedge fund letters, conference, scoops etc…
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PREMIUM
BlackStone’s John Gray At Delivering Alpha On Trade Wars
Jonathan Gray COO of Blackstone at Delivering Alpha July 18th 2018 You know John Gray. Will it happen fast. I…
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Business
After Sizzling 2017, Vilas Capital Off To Rough Start In 2018
Vilas Capital letter to investors for Q2 2018 After a good year in 2017, when the Fund rose 65%, and…
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PREMIUM
NYSSA Ben Graham Annual Conference 2018 – Full Notes And Slides
Detailed notes of Rich Pzena, Alissa Corcoran, Doug Noland, Andrew Russell, Dennis Johnson and Jeff Jacobs from the NYSSA Ben…
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PREMIUM
Morgan Stanley Investment Leadership Conference – Third Point, Maplelane And Luxor Capital
Notes from the Morgan Stanley Investment Leadership Conference which took place on the 28th of June, 2018. There was a…
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PREMIUM
Death By Gold Mining: NYSSA Ben Graham Annual Conference In-Depth Notes
Detailed notes of Alissa Corcoran of Kopernik Global Investors & Doug Noland of Mcalvany Wealth Management from the NYSSA Ben…
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PREMIUM FEATURED STORIES
Morgan Stanley Investment Leadership Conference – Altimeter, Mangrove And TPG
Notes from the Morgan Stanley Investment Leadership Conference which took place on the 28th of June, 2018. There was a…
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PREMIUM
Stone House Partners Has A Strong H1 After Scorching 2017 Return
Note that is just a short stat sheet See 2017 letter here Stone House performance update for the second…
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PREMIUM FEATURED STORIES
TIAA-CREF CIO Discusses Pension Woes: NYSSA Ben Graham Annual Conference Full In-Depth Notes
Detailed notes of Andrew Russell, Director of Fixed Income, Pension Board United Church of Christ and Dennis Johnson, CFA, Managing…
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Free
IceCap July 2018 Global Outlook – “Eruption”
Similar to volcanic lava flows, financial contagions start slowly at first and then end by destroying many things in its…
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PREMIUM FEATURED STORIES
Jeff Jacob On Distressed Debt Investing: NYSSA Conference
Detailed notes of Jeff Jacob, Senior Managing Director, Marathon Asset Management from the NYSSA Ben Graham annual conference which took…
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PREMIUM FEATURED STORIES
Morgan Stanley Investment Leadership Conference – Kora, Kuvari, One Tusk And Sandro
Notes from the Morgan Stanley Investment Leadership Conference which took place on the 28th of June, 2018. There was a…
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PREMIUM FEATURED STORIES
Morgan Stanley Investment Leadership Conference – Atalan, Criterion, Hunt Lane And SoMa
Notes from the Morgan Stanley Investment Leadership Conference which took place on the 28th of June, 2018. There was a…
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PREMIUM FEATURED STORIES
Morgan Stanley Investment Leadership Conference – Lancaster, Nitorum, Rubric And Southpoint
Notes from the Morgan Stanley Investment Leadership Conference which took place on the 28th of June, 2018. There was a…
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Free
Ray Dalio: How The Proliferation Of AI Will Affect Jobs
I got a good question about how the proliferation of AI and algorithmic decision making will affect jobs and about…
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PREMIUM FEATURED STORIES
Rich Pzena, Amit Wadhwaney, Alex Ropers And More – NYSSA Ben Graham Annual Conference [Full Notes From Morning Session]
The NYSSA Ben Graham annual conference which took place on Wed June 27th 2018 in New York, stay tuned for…
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Free
Has The VIX Been Manipulated?
Abstract: Recently an influential academic study and many lawsuits have claimed that the VIX has been manipulated since 2008. In…
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PREMIUM
Hidden Value Stocks Q2 2018 – Issue 12 – 100%+ Premium Buyout On June 29th
Hidden Value Stocks newsletter for the second quarter ended June 30, 2018. Note as this issue went to print on…
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PREMIUM FEATURED STORIES
Morgan Stanley Investment Leadership Conference – Corvex, HG Vora And Marcato On Long And Short Ideas
Notes from the Morgan Stanley Investment Leadership Conference which took place on the 28th of June, 2018. There was a…
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PREMIUM
Rich Pzena And First Panel And Q&A – NYSSA Ben Graham Annual Conference
The NYSSA Ben Graham annual conference which took place yesterday on Wed June 27th 2018 in New York, stay tuned…
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