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... Read More

Google Inc (NASDAQ:GOOGL) (NASDAQ:GOOG)’s Android, an open architecture cell phone operating system, has the most downloads but applications developed for Apple Inc. (NASDAQ:AAPL)’s iOS operating system generate the most... Read More

Dov Gertzulin's DG Value Partner's flagship fund returned -6.42% net for the month of September, and its year-to-date results to -27.81% net according to a copy of the hedge... Read More

Higher than expectation inflation is the “breaking” news of the day. Q3 2021 hedge fund letters, conferences and more WSJ.com November 10 headline But are we really surprised? Going out for errands... Read More

What works in equity markets? Quality investing, according to Citi’s equity research team. In a research note published this week, Citi’s equity research team looked at the outperformance of Quality... Read More

Lukasz Tomicki, the founder of Austin, TX-based LRT Capital, had a life-changing moment after he achieved a degree of success. This led him into the hedge fund business where his... Read More

Dialectic Capital Management, LLC, a short biased hedge fund is out with the July update. The CEO of the New York based hedge fund is excellent at uncovering fraud... Read More

SAGA Partners commentary for the second quarter ended June 30, 2019. Q2 hedge fund letters, conference, scoops etc Annual Meeting & General Update We’re excited to host our second annual meeting on... Read More

See our informal notes from yesterday, also stay tuned for more notes (and videos) coming,  and also see MarketFolly's notes here.   Byron Trott & Carol Loomis, WEB - teaching ability and... Read More

A new type of investor is emerging that is breaking the binary bear / bull mode, noted a recent study of wealthy investors. Investor categories: Bulls, Bears and now Owls? While... Read More