2018 Sohn Conference Detailed Notes: Khoury, Li Ran, Gundlach

Detailed notes of John Khoury, Li Ran, Jeffrey Gundlach presentation from the 2018 Sohn Conference.   Q1 hedge fund letters, conference, scoops etc Please see full notes (for subscribers) here Excerpt Li Ran Please join me in welcoming Li Ran. (19:20) Thank you Keith for that kind introduction and for inviting me back this year. I am...

Seth Klarman On Why Facebook Stock Isn’t Great (Not Just Valuation)

Amazon, Facebook and the rest of the FANG group have been hot stocks for years, driven by momentum investors excited about the disruption the companies have caused. Klarman On Bitcoin  the danger of Chinese leverage Discipline while value investing in bubby times Value investing is not dead Radicalization of politics Dangerous FAANG valuations However, what goes up must...

Pabrai Investment Funds Struggles In Q1 Exits The US

After a blowout year in 2017, Mohnish Pabrai's Pabrai Investment Funds reopened briefly at the beginning of April this year to allow investors in Dhandho Holdings to redeploy their capital. according to the hedge funds Q1 2018 letter. Dhandho Holdings was set up by Pabrai in 2014 and capitalized with...

Seth Klarman Warns About Accelerating Disruption

One of the big themes that attracts major investment dollars is disruption as new companies put legacy firms out of notice, but it's only a matter of time before the disruptor becomes the disrupted. Below readers can find more of our coverage on Baupost 2017 letter Klarman On Bitcoin  the danger of Chinese leverage Discipline...

FREE: Steven Kiel’s Value Empire Continues To Grow

Last year, Willow Oak Asset Management teamed up with Keith Smith to launch private investment partnership Bonhoeffer Fund LP. Willow Oak is a subsidiary of Sitestar Corporation, which counts Steven L. Kiel the portfolio manager of Arquitos Capital Partners as its President and CEO. Steven Kiel Of Arquitos Capital Management...

BAML: Risk-Off Sentiment Gathers Pace

Although the decision of the US Fed to raise rates by 0.25% to a target range of 1.5% to 1.75% came as little surprise to investors, it has had the power to add to a growing risk-off rhetoric. Further to this, in no small part fuelled by the political...

US Equities – Investor Nervousness Intensifies

Although Wall Street continues to boast outperformance against competing asset classes YTD for 2018, there are signs in the market that investors are growing nervous when it comes to US equities. Posting the first quarterly loss since 2015, the end of Q1 2018 has seen the S&P stumble from...

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