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 [...]
David Herro: Finding Value In International Equity Markets
Portfolio Manager David Herro discusses the role of active management, how volatility can provide opportunity and today’s outlook for global growth. [...]
Mohnish Pabrai At Emkay Global Confluence 2018: Opportunities In The Indian Market
Mohnish Pabrai an Indian-American businessman, Managing Partner Pabrai Investment Funds in the United States of America talks about opportunities available in the Indian Market for global investors at Emkay [...]
How Long Do Investors Plan To Hold Onto Bitcoin?
Did investors buy bitcoin because it was trendy, or are they committed to cryptocurrency for the long haul? As in any new and rapidly-growing market, this kind of investor intent [...]
BlueMountain Capital: Procyclicality And Its Extremes
BlueMountain Capital investment research for the month of June 2018, titled, “Procyclicality And Its Extremes.”Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in [...]
Investing Insights: Downgrading GE And Jeremy Grantham’s Speech
Christine Benz on volatile markets, Berkshire’s cash, downgrading GE, and two fund picks on this week’s episode. [...]
What You Can Learn From Multi-Billionaire Warren Buffett
Warren Buffett is one of the richest men in the world — a net worth of $84 billion is hard to argue with. He’s an inspiration to business owners, entrepreneurs [...]
Mapped: The Richest People In History
Do you ever stumble upon information about the world’s wealthiest people and wonder how they become super successful?Get The Timeless Reading eBook in PDF Get the entire 10-part series on [...]
Howard S. Marks Speech From The 2018 Delivering Alpha Conference
Delivering Alpha full speech from Howard S. Marks - see more of our coverage here Q2 hedge fund letters, conference, scoops etc[00:00:00] Male 1: However we have to notice this [...]
Hazelton Capital Partners 2Q18 Commentary – Small Cap Long Idea
Hazelton Capital Partners commentary for the second quarter ended June 30, 2018. Q2 hedge fund letters, conference, scoops etcTo: Hazelton Capital Partners, LLC From: Barry Pasikov, Managing Member Date: July 24, 2018 Re: [...]
Leon Cooperman’s Omega Converts To Family Office [LETTER]
This story was actually scooped last night by Mario Gabelli on Twitter and we promptly realized the signifigance and RTed it. It was not reported by the media today, [...]
