Iolite Partners 3Q18 Performance Update: Up 22.1% YTD
Iolite Partners performance update for the third quarter ended September 30, 2018. Q3 hedge fund letters, conference, scoops etc [...]
Pershing Square Announces Investment In Hilton Worldwide Holdings Inc.
New York, October 25, 2018 ‐ // Pershing Square Capital Management, L.P. (“PSCM”) today announced a new investment in Hilton Worldwide Holdings Inc. (“Hilton”) (NYSE:HLT). Q3 hedge fund letters, conference, [...]
IceCap Global Outlook October 2018 – “The Devil’s Slide”Fundamentally Nothing Has Changed, But…
South of San Francisco lies a small stretch of the famous California Highway 1 notoriously known by locals as The Devil’s Slide. Q3 hedge fund letters, conference, scoops etc [...]
Global ETFs/ETPs Hit Record $5.25 Trillion In Q3 2018
ETFGI reports assets invested in ETFs and ETPs listed globally reached a record of US$5.25 trillion at the end of September 2018 Q3 hedge fund letters, conference, scoops etc [...]
Wedgewood Partners 3Q18 Letter: Anatomy Of A Bull Market
Wedgewood Partners letter to client for the third quarter ended September 30, 2018; titled, “Anatomy of a Bull Market.” [...]
Black Bear Value Partners 3Q18 Commentary: Short Junk Bonds
Black Bear Value Partners commentary for the third quarter ended September 30, 2018. “Far and away the best prize that life has to offer is the chance to work hard [...]
Mastering The Market Cycle
Economies, companies, and markets operate according to patterns or cycles. These cycles arise from naturally occurring phenomena in everyday business, and to a large extent, from the simple ups [...]
McIntyre Partnerships September 2018 Performance Update
McIntyre Partnerships performance update for the month of September 30, 2018. Q2 hedge fund letters, conference, scoops etc Fund Description McIntyre Partnerships is a concentrated, 130/30 fund with a goal of significant [...]
Del Principe O’Brien Financial Advisors September 2018 Commentary – The Cable Cowboy
Del Principe O'Brien Financial Advisors commentary for the month ended September 30 2018. Dear Fellow Investors, Whether you have been our valued client for years or you are new to the [...]
This Small Value Hedge Fund You Never Heard Of Was Up 134% In 2016, 36% In 2018 And… Is Up 60% In 2018
Every summer has its story. Here's ours: up 60 percent year to day Also see more Q2 hedge fund letters, conference, scoops etc from ValueWalk Left Brain Capital Appreciation Master Fund [...]
Ray Dalio: Appreciate The Art Of Thoughtful Disagreement.
When two people believe opposite things, chances are that one of them is wrong. It pays to find out if that someone is you. That’s why I believe you must [...]
McIntyre Partnerships August 2018 Performance Update
McIntyre Partnerships performance update for the month ended August 31, 2018. [REITs] Q2 hedge fund letters, conference, scoops etc Fund Description McIntyre Partnerships is a concentrated, 130/30 fund with a goal of significant [...]
ETFs Hit $5.23 Trillion AUM
ETFGI reports assets invested in ETFs and ETPs listed globally reached a new high of $5.23 Tn at the end of August 2018 [...]
The Best Economic Growth President Ever? In-Depth Data Analysis
Subscribers please see the end of the article for a link to an excel sheet full of data on GDP by country The question is a bit of a misnomer. [...]
Third Point Nominates “Shareholder Slate” To Challenge Campbell’s Entrenched Board And “#Refreshtherecipe”
– Major Shareholder Sends Letter to Board Outlining Case for Board Changes – – Says Time Has Come to Refresh the Recipe by Nominating a Highly-Qualified, Independent Slate of [...]
Inflation Is Close To The 3% Deleterious Level For Stocks
The longer inflation remains subdued, the longer this expansion lasts. The question here is simple – Are equities over- or undervalued with current inflation values? Here’s a look. Q2 hedge [...]
GDS Investments H1 Letter: “Just Right”
GDS Investments client letter for the mid-year ended June 30, 2018. Q2 hedge fund letters, conference, scoops etcFrom whence shall we expect the approach of danger? Shall some trans-Atlantic military [...]
Livermore Partners Q2 Letter: Up 15.4% YTD, Long Small-Cap Energy Company
Livermore Partners commentary for the second quarter ended June 30, 2018. Q2 hedge fund letters, conference, scoops etcSummer of 2018: It’s all about China, Tariffs…Brent crude (along with Tesla) potentially [...]
Victoria Hart’s Pandora A/S Presentation: Short Selling Conference [Transcript, Video]
Victoria Hart's presentation on jeweler Pandora A/S at the Kase Learning conference on short selling, 5/3/18. Q2 hedge fund letters, conference, scoops etcVictoria Hart's presentation on Pandora A/S at the [...]
Jensen Investment Management Holdings Update: Sell Coca-Cola
Jensen Investment Management’s holdings update for the month of August 2018, discussing their liquidated position in The Coca-Cola Company. H/T DataromaGet The Timeless Reading eBook in PDF Get the entire 10-part [...]
Ray Dalio @SXSW: How To Build A Company Where The Best Ideas Win Out
Raymond Dalio, the bestselling author of Principles and one of the most successful investors and entrepreneurs of our time, discusses the unique principles that helped him build his company [...]
Alluvial Fund, LP July 2018 Factsheet
Alluvial Fund, LP factsheet for the month ended July 31, 2018. Alluvial Fund, LP was up 1.3% in July. Year-to-date, Alluvial has returned 3.2% versus 6.5% for the S&P 500 [...]
