Welcome to our latest issue of ValueWalk’s hedge fund update. Below subscribers can find an excerpt in text and the full issue in PDF format. Please send us your... Read More
Q2 2021 hedge fund letters database is now up. See what stocks top hedge funds are selling, what they are buying, what positions they are hiring for, what their... Read More
Welcome to our latest issue of ValueWalk's hedge fund update. Below subscribers can find an excerpt in text and the full issue in PDF format. Please send us your... Read More
The Berkeley Fraud Fest 2021 is underway, and Jim Chanos of Kynikos Associates was one of the presenters on the first day. He took us through the major shorts... Read More
The latest Robinhood Investors Conference is in the books, and some hedge funds made an appearance at the conference. In a panel on hedge funds moderated by Maverick Capital's... Read More
Talk of inflation has been swirling for some time amid all the stimulus that's been pouring into the market and the soaring debt levels in the U.S. The Federal... Read More
Welcome to our latest issue of issue of ValueWalk’s hedge fund update. Below subscribers can find an excerpt in text and the full issue in PDF format. Please send... Read More
Ben Axler founded Spruce Point Capital Management in 2009, and since then, he has targeted a lot of companies he believed were making poor acquisition choices. One of his... Read More
There's a gold rush coming as electric vehicle manufacturers fight for market share, proclaimed David Einhorn at this year's 2021 Sohn Investment Conference. Check out our coverage of the 2021... Read More
The following is our rough coverage of the 2021 Sohn Investment Conference, which is being held virtually and features Brad Gerstner, Bill Gurley, Octahedron's Ram Parameswaran, Glenernie's Andrew Nunneley,... Read More
Maverick Capital, the long/short equity hedge fund founded by Tiger Cub Lee Ainslie, enjoyed the "strongest quarter in our history," according to its first-quarter letter. Q1 2021 hedge fund letters,... Read More
Welcome to ourlatest issue of ValueWalk’s hedge fund update. Below subscribers can find an excerpt in text and the full issue in PDF format. Please send us your feedback! Featuring... Read More
Khrom Capital was up 32.5% gross and 24.5% net for the first quarter, outperforming the Russell 2000's 21.2% gain and the S&P 500's 6.2% increase. The fund has an... Read More
On April 9th 2021, Bruce Greenwald, the founding director of the Heilbrunn Center for Graham and Dodd Investing at Columbia Business School, sat down for a Fireside Chat with... Read More
Q1 2021 hedge fund letter database is now up. This page is updated frequently, VERY FREQUENTLY. For example in Q4 2020 we updated the database 387 times, which means... Read More
Welcome to our latest issue of issue of ValueWalk’s hedge fund update. Below subscribers can find an excerpt in text and the full issue in PDF format. Please send... Read More
Jeremy Deal of JDP Capital Management spent about a decade figuring out how to start a hedge fund. His fund launched in 2011 with $1 million in assets under... Read More
It is 20 years since Chase Coleman launched his hedge fund, Tiger Global, with a seed investment from legendary hedge fund manager Julian Robertson. During this time, the firm... Read More
John Buckingham's presentation titled, 'Busting the Myths & Seven "Valuable" Themes for 2021'. The webinar for ValueWalk Premium members took place on 2/23/2021, and was followed by a Q&A.... Read More
Charlie Munger spoke at the Daily Journal Corporation's Annual Meeting of Shareholders today. Although Warren Buffett is the more well-known Berkshire Hathaway chief, Munger has been at his side... Read More
Welcome to our latest issue of issue of ValueWalk’s hedge fund update. Below subscribers can find an excerpt in text and the full issue in PDF format. Please send... Read More
Robert Zuccaro has been using quantitative investing strategies since before quant funds existed. In fact, he started one of the earliest quant funds at Axe-Houghton in 1978, 10 years... Read More
