Q4 2020 Sortable Hedge Fund Letters Database Now Live!

Happy New Year! Bring in 2021 by enhancing your knowlsge of the hedge fund world. In this tool, Valuewalk provides its own exclusive and extensive coverage of hedge fund letters, as well as a huge aggregation and organization effort. This database is complied by scouring hundreds of sites, emails and...

(New!!) Charlie Munger At Caltech: We Try To Avoid Change

Earlier this week, the billionaire investor Charlie Munger took part in a virtual interview hosted by the California Institute of Technology on December 14th 2020. Q3 2020 hedge fund letters, conferences and more Warren Buffett's business partner and Berkshire Hathaway's vice-chairman covered a range of topics in the discussion, including the...

Q3 2020 Hedge Fund 13F Round-Up: Notable Changes

Below is our 13F roundup for some high profile names for the three months to the end of September 2020 (Q3) The statements only include equity positions as 13Fs do not include cash and debt holdings. What's more, the filings only provide a snap-shot of each fund's portfolio at the...

Q3 Letter: Tiger Global outlines thesis for solar play

Tiger Global's public equity funds outperformed during the third quarter with its long and private portfolios contributing more than 100% of gains. On the short side, the portfolio generated positive alpha but absolute losses. Q3 2020 hedge fund letters, conferences and more On the long side, key contributors so far this...

GlassHouse presents short thesis for this sports company

ValueWalk's fourth Contrarian Investor Virtual Conference is in the books with several new ideas from short sellers. Analysts at GlassHouse Research shared their thesis for a sportswear company, for which they see 51% downside in its stock. Q3 2020 hedge fund letters, conferences and more   Accounting red flags GlassHouse looks for companies...

Invest for Kids 2020: Sam Zell, Jim Chanos, Joshua Friedman, Elliott Management, Canyon Partners And More

Notes from the 12th Annual Invest for Kids Virtual Conference, featuring Sam Zell, Jim Chanos, Joshua Friedman, Jonathan Pollock and more. The Invest For Kids conference features presentations from well-known investment managers who present their market views and best investment ideas in concise 15 minute segments. Please note presentations from...

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