Seth Klarman’s Favorite Hedge Funds Revealed
Seth Klarman is perhaps best known for his landmark book on value investing Margin of Safety and his management of multi-billion dollar hedge fund Baupost. However, recently the billionaire's [...]
Horseman Global Goes Bearish Again Finds A Favorite Sector To Short
Horseman Capital, which was once labeled the "world's most bearish hedge fund" is suffering from its bearish stance this year. Q2 hedge fund letters, conference, scoops etc The fund, which entered [...]
Seth Klarman: Finding Value Overseas And Controlling Risk
Seth Klarman is widely considered to be one of the best value investors of all-time. He has been able to achieve such outstanding Returns for his investors because of [...]
Value Firm’s New Crypto Hedge Fund Is Using “Proprietary Machine Learning Algorithms” To Post Returns Of 340%
Towards the end of 2017 and the beginning of 2018, the world became obsessed with crypto assets. In many countries, the Bitcoin price became front-page news and investors of [...]
Benjamin Graham: Combing The Market For Attractive Preferred Stocks
If you’re looking for value stocks, and exclusive access to value-focused hedge fund managers, check out ValueWalk’s exclusive value newsletter, Hidden Value Stocks. Q2 hedge fund letters, conference, scoops etc
Hedge Funds Limping Along In 2018, As Odey Tops While Einhorn Lags
On the ten year anniversary of the 2008 global financial crisis, hedge funds are celebrating an unwanted benchmark. Up just 0.40% on the year, according to Eurkeahedge data, 2018 [...]
Rare Benjamin Graham Article From 1919: Hidden Assets of Consolidated Gas
Every so often the internet throws up an undiscovered gem from the world of value investing. The latest offering is a selection of articles written by Benjamin Graham in [...]
[UPDATED 9/16] Q2 2018 Hedge Fund Resource Center: Horseman, Balyasny,Mangrove, Loeb, Kiel, Lakewood, Gator, Omega, Pabri, Teton, Odey, TPG, Einhorn, BlueMountain, Chanos, Soma, Marcato, Nitorum And MUCH More
This was just started on July 1st 2018) please stay tuned for much more in the coming weeks - as a refrence (per wordpress revisions) in Q1 18 i [...]
From 100 Years Ago – Benjamin Graham On Bargain Hunting Through The Bond List [Pt. 1]
Every so often the internet throws up an undiscovered gem from the world of value investing. The latest offering is a selection of articles written by Benjamin Graham in [...]
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 [...]
Omega Advisor’s Steve Einhorn Is Bullish Until At Least 2020
When Omega Advisor’s Steve Einhorn looks at the market panoply, what he sees is historic. Forget the fact that this is already the longest bull market in history and [...]
The Best Performing Hedge Fund ever… Or?
With nearly $1 billion under management, much of it historically allocated to Berkshire Hathaway, Allan Mecham could be one of the greatest traders of all time. The “one-man band [...]
Who Will Flinch First: Short-Sellers Or The Stock Market?
More pain is on tap for short-sellers who have been waiting expectantly for conditions to improve. Unfortunately for the shorts, key indices like the S&P 500 and the Dow [...]
Leon Cooperman Gets Hit In July
On July 10, with the S&P 500 standing near 2,793, Omega Advisor’s Leon Cooperman and Steve Einhorn thought the broad-based stock market benchmark could deliver “a mid to high single-digit [...]
Lone Pine Struggles With Retail Shorts
Stephen Mandel's Lone Pine Capital used to be one of Facebook's biggest supporters owning nearly seven million shares in the social network. However, according to 13f data filed with the [...]
Global Macro Hedge Funds Make Billions Betting On Italy
Earlier this week, the Twitter account for Donald Tusk, President of the European Council, congratulated the people of Greece for their hard work over the decade following of the [...]
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 [...]
Hedge Fund 13F Data: FANGs Are Out, Health Care Is In
We keep hearing the same story over and over these days: the market is about to finally shift positions and tech is about to fall. It's hard to see [...]
Nomura – The bubble you didn’t know about could be bursting without you realizing
Over the past year, market bears have cautioned against bullish investments - highlighting unexplained growing valuations are fuelling asset price bubbles. This hypothesis has garnered sizeable amounts of industry [...]
Hedge Fund Performance Still In The Red For 2018, Thanks To February
The world's hedge funds are still underperforming the markets, and preliminary results for July suggest funds are having their weakest performance in a decade. The Eurekahedge Hedge Fund Index [...]
Crispin Odey: Tesla Is “Entering The Final Stage Of Its Life”
Crispin Odey's comeback is starting to look a lot more secure. The ultra-bearish hedge fund manager, who made a fortune calling the financial crisis, but has since struggled, is [...]
Hedge Funds Love ETFs But Only To Bet Against The Market
Last year the ETF industry exploded in popularity. As investors rushed to make the most of the advantages offered by these products, for the year as a whole ETFs [...]
