Zebra Technologies Corp. (ZBRA) – In-Depth Investment Thesis

Article by Dilantha De Silva Investment thesis The 17% price return of Zebra Technologies Corp. (NASDAQ:ZBRA) shares in the last 12 months came on the back of a strong financial performance from the company. Organizations around the world are continuing to shift to a more data-driven approach to business decision making, [...]

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This Fund’s Likes Stocks Boosting Their Dividend Payments

geralt / Pixabay Many investors specifically look for dividend stocks when selecting investments for their portfolio, and that's exactly what Schafer Cullen Capital Management's High Dividend Value fund does. In the Fund's April letter to investors, which was reviewed by ValueWalk, portfolio manager Jim Cullen and team said 20 of [...]

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Kyle Bass: SEA Economies, Mexico As A Proxy For China

ValueWalk's Raul Panganiban interviews Kyle Bass, the founder and chief investment officer of Hayman Capital Management. In This part, Kyle Bass talks about Southeast Asian economies, Mexico as a proxy for China, and how he positions his best ideas. See part 1 here - Kyle Bass: The Macro Picture Of [...]

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Lessons From Seth Klarman’s 1994 Letter

Like the majority of Baupost's investor correspondence over the years, Baupost's 1994 year-end  letter contains some valuable insights. However, the year-end letter is difficult to get hold of in full, although ValueWalk has a copy and some analysis. The 1994 letter is also a gem and we recently saw [...]

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Top Emerging Fund Is On The Hunt For Small-Cap Value; Here Is One Of Their Favorite Ones

Throughout 2018, the firm’s first year of operations, Lightsail Capital’s flagship investment fund, Lighsail Partners, outperformed its benchmarks, the S&P 500 and Russell 2000 by 14.3% and 22.1% respectively net of all fees and expenses. Q1 hedge fund letters, conference, scoops etc   rawpixel / Pixabay Lightsail’s run of positive performance has continued [...]

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ValueWalk Interview With Kyle Bass: Chinese Economic Crash And Shadow Banking

ValueWalk's Raul Panganiban interviews Kyle Bass, the founder and chief investment officer of Hayman Capital Management. Q1 hedge fund letters, conference, scoops etc Transcript Raul: Good morning, listeners.  Today is a very special episode with Kyle Bass, the founder and chief investment officer of Hayman Capital Management.  Hayman Capital focuses on global [...]

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Global Return May 2019 Update: Market’s Volatility

Global Return Asset Management update for the month of May 2019, discussing navigation through the market's volatility. Q1 hedge fund letters, conference, scoops etc Mediamodifier / Pixabay Q1 hedge fund letters, conference, scoops etc Dear Friends and Partners, Earlier this week when we sent our April results we promised to send a more expansive [...]

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2019 SALT Conference: Opportunistic Alpha Generation In Volatile Markets

Notes from Andy Ball, Maggie Arvedlund, Charles Carnegie, Adam Rilander and Robert W. Duggan presentation at the 2019 SALT Conference called “Opportunistic Alpha Generation In Volatile Markets.” See our full coverage of the 2019 SALT Conference here. Q1 hedge fund letters, conference, scoops etc FirmBee / Pixabay Opportunistic Alpha Generation In Volatile Markets Andy Ball [...]

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