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...

Short thesis for Patterson Companies from Bucephalus

ValueWalk is preparing for its fourth Contrarian Investor Virtual Conference in partnership with the Contrarian Investor Podcast and Breakout Point. We've got an excellent slate of speakers scheduled, including experts from Bucephalus Research. Q3 2020 hedge fund letters, conferences and more pasja1000 / Pixabay Profile of Bucephalus Research Bucephalus Research touts itself as...

GlassHouse Research’s Take-down Of Cubic Corporation

ValueWalk is planning its fourth Contrarian Investor Virtual Conference in partnership with the Contrarian Investor Podcast next week, and we have quite a full slate of speakers. One of the firms that will be represented is GlassHouse Research. Profile of GlassHouse Research GlassHouse defines its purpose as being "to expose fraudulent...

This new activist hedge fund is shaking up Europe

Bluebell Capital Partners was up 1% year to date at the end of August, versus the STOXX Europe 600, which has returned -11.3%. The European activist hedge fund is fairly new, but its co-founders are not new to the activism scene. They spoke to ValueWalk about their background, brand...

Notes From Schwarzman, Sternlicht, Robert Smith, Mary Callahan Erdoes, Joseph Tsai And Much More From The 2020 Delivering Alpha Conference

The following are rough notes of Stephen Schwarzman, Steve Mnuchin, and Barry Sternlicht's interview from our coverage of the 2020 CNBC Institutional Investor Delivering Alpha Conference. Q2 2020 hedge fund letters, conferences and more Image source: CNBC Video Screenshot One of the most influential investor conferences every year, Delivering Alpha brings together...

Q2’20 Hedge Fund Letters Sortable Database!!! Baupost, Mangrove, Greenlight, Loeb, Maverick, Lakewood & MUCH More [UPDATED 9/25 3:21 EST]

Simply click the menu below to perform sorting functions. Page is updated very frequently so please come back or bookmark the page. This database is complied by scouring hundreds of sites, emails and last but not least Valuewalk's top-notch exclusive sources network. We believe we have the MOST extensive source out...

Seth Klarman: Investors Can No Longer Rely On Mean Reversion

"For most of the last century," Seth Klarman noted in his second-quarter letter to Baupost's investors, "a reasonable approach to assessing a company's future prospects was to expect mean reversion." He went on to explain that fluctuations in business performance were largely cyclical, and investors could profit from this buying...

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