This Hedge Fund Is Making A Big Bet On John Malone Stocks

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Michelle deBoer-Jones
Published on
Investors

Brennan Asset Management talked about investing in Liberty companies during the first quarter. In his first-quarter letter to investors, which was reviewed by ValueWalk, Patrick Brennan said the declines they saw during the first quarter were mostly names with leverage, foreign currency exposure, and/ or tracking structures. Q1 2020 hedge fund letters, conferences and more He also observed selling in some financial service stocks, including some he would’ve thought would be more resilient to selloffs. He also said technical factors like selling anything with leverage or foreign currency exposures drove much of the selling, as did fear, rather than fundamental…

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Michelle deBoer-Jones is editor-in-chief of Hedge Fund Alpha. She also writes comparative analyses of stocks for TipRanks and runs Providence Writing Services. Previously, she was a television news producer for eight years, producing the morning news programs for NBC affiliates in Evansville, Indiana and Huntsville, Alabama and spending a short time at the CBS affiliate in Huntsville.