ValueWalk's fourth Contrarian Investor Virtual Conference is in the books, and one of the presentations during the conference was from researchers at White Diamond Research, who covered a MLM stock. They described it as "a bubble about to burst." Q3 2020 hedge fund letters, conferences and more (more…)
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...
Siegfried Eggert of Grizzly Research presented his thesis for a small cap at ValueWalk's fourth Contrarian Investor Virtual Conference. He describes the company as a "perpetual" and "egregious pump and dump" as its stock "has had a date with almost all the hottest trends in the recent two years,...
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...
Corsair Capital was up 6.2% net for the quarter that ended up Sept. 30, bringing its year-to-date return to -7.5%. Corsair Select was up 11.6% for the quarter, which also brought its year-to-date return to -7.5%. The HFRI EHI was up 6% for the third quarter, while the S&P...
ValueWalk is getting ready for its fourth Contrarian Investor Virtual Conference set for Oct. 22 at 9 a.m. Eastern in partnership with the Contrarian Investor Podcast and Breakout Point. One of the speakers this time around will be White Diamond Research, which has a strong track record for calling...
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 have the MOST extensive source out there of...
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...
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...
The following are rough notes from our coverage of the 2020 SohnX San Francisco Conference, held on October 6, 2020. This year’s virtual conference featured best ideas from some of the West Coast’s top investors, plus a fireside chat with Howard Marks. Stay tuned for more conference notes in...
The Sohn Healthcare Conference was held last week, and presenters from well-known hedge funds offered up their theses for several pharmaceutical companies. Here are notes from a selection of the presentations. Q2 2020 hedge fund letters, conferences and more Oleg Nodelman from EcoR1 Capital: Relay Therapeutics (more…)
Most fund managers look at price-to-earnings multiples when deciding whether a stock is cheap or expensive. However, one fund manager argues that that philosophy just doesn't work. Robert Zuccaro of the Golden Eagle Growth Fund said the two keys to picking stocks are profit growth and new highs in...
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...
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...
Hedge fund managers and famous investors have donated millions of dollars to charity over the years, and many of them do this through their own foundations. As experienced investors, many of them invest their foundations' money in hedge funds, private equity funds and venture capital funds so they can...
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...
Baupost's Seth Klarman donates millions of dollars to charity through his Klarman Family Foundation every year. He invests that money in a long list of hedge funds, so we can get an idea of which funds he likes by looking at the (more…)
Lee Ainslie's Maverick Fund USA enjoyed its "strongest quarter in the fund's history" during the three months to the end of June. According to a copy of the firm's second-quarter letter to investors, which ValueWalk has been able to review, Maverick Fund USA gained 18% in the second quarter. Following...
It has not just been rough year for David Einhorn's own fund. Einhorn's Greenlight Masters fund of hedge funds was down 3% net for the first half of 2020, matching the S&P 500's return for those six months. In his August letter to investors, which was reviewed by ValueWalk,...
This is the first part of a multi-part series on Economic Opportunity Zones. The tax-efficient zones were brought in as part of the Tax Cuts and Jobs Act of 2017 to try and stimulate economic activity in underdeveloped regions. Q2 2020 hedge fund letters, conferences and more mohamed_hassan / Pixabay The following...
"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...
"Surreal doesn't even begin to describe this moment," Seth Klarman noted in his second-quarter letter to the Baupost Group investors. Commenting on the market developments over the past six months, the value investor stated that events, which would typically occur over an extended time frame, had been compressed into just...
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