Rich Pzena Profile: In The Footsteps Of Graham And Dodd
Rich Pzena of Pzena Investment Management is doing what he loves to do. In fact, he has always had an interest in investing, just like his father. In an... Read More
Q3 2021 Hedge Fund Letters Database Is Now Live!
Q3 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
ValueWalk’s October 2021 Hedge Fund Update: SPAC Redemption Rates Jump Above 90%
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
SALT New York: Canyon, Mudrick, Fortress And Sculptor On Finding Distressed Value
At the 2021 SALT New York conference, which was held earlier this week, one of the panels on the main stage discussed the best macro shifts coming out of... Read More
ValueWalk’s September 2021 Hedge Fund Update: Ackman Pivots To SPARC, SPAC Redemptions Jump
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 World’s Greatest Turkish Equity Analyst” An Interview With Mesut Ellialtioglu
Data from the Institute of International Finance found that foreign net flows to emerging market portfolios accelerated last month to almost three times the amount in May. As flows... Read More
Led By Mangrove, Einhorn’s Greenlight Masters Posts A Double-Digit Return For The First Half [Exclusive]
David Einhorn's Greenlight Masters funds were up 10.1% net for the first half of 2021, compared to the S&P 500's 15.2% return. The Greenlight Masters team said that overall,... Read More
Q2 2021 13F Round-Up: Top Hedge Fund Equity Buys and Sells – Klarman, Pabrai, Greenlight And More
Below is our quarterly 13F roundup for high-profile hedge funds. The position data is based on filings submitted for the quarter ended June 2021. Q2 2021 hedge fund letters, conferences... Read More
Carson Block’s First Letter To Investors: Decarbonization Will Produce A “Torrent Of Charlatans”
Carson Block is one of the market's most successful and high-profile fund managers. He is best known for documenting and alleging fraudulent accounting practices via Muddy Waters Research, the... Read More
Maverick Q2 Letter: Firm Updates Investors On Its Coupang Holding
At the beginning of March, South Korean e-commerce giant Coupang made its market debut on the New York Stock Exchange. The company said it had priced 130 million shares... Read More
Exclusive: Lee Ainslie’s Maverick Details Thesis For Biotech Sector
Lee Ainslie's Maverick USA is up by about 32% year to date, although it was in the red for the second quarter. Over the last four years, the fund... Read More
EXCLUSIVE: Lee Ainslie’s Maverick Had A Challenging 2Q
Maverick USA was down 3.3% for the second quarter, while Maverick Levered was down 2.1%. Maverick Long Enhanced was up 8%. Year to date, Maverick USA is up 31.8%,... Read More
ValueWalk’s August 2021 Hedge Fund Update: Point72 Suffers Loss; Hedge Fund Assets Hit $4 Trillion
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 In A Searchable Database: Einhorn, Maverick, DG, Odey, Khrom, Corsair And Much More [Last Updated 10/1]
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
ValueWalk’s July 2021 Hedge Fund Update: Altana Distressed Opportunities; Crypto Hedge Funds And 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
Jim Chanos Looks At The Last 12 Months In Shorting And His Favorite Picks: Berkeley Fraud Fest
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
Hedge fund managers present their best ideas at Robinhood [In-Depth]
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
Star hedge fund macro trader Colin Lancaster warns: Inflation is back
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
ValueWalk’s June 2021 Hedge Fund Update: Hedge Funds Suffer In Growth Stock Selloff
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 in-depth profile: looking behind the numbers
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
David Einhorn At The 2021 Sohn Investment Conference: Buy These Copper Plays
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
Sohn Investment Conference 2021 Coverage: Octahedron Capital, Glenernie Capital, David Einhorn and 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
