Kohlberg Kravis Roberts analysts look at the year ahead with a bit of trepidation. While KKR predicted volatility in 2016, they didn’t expect the events to unfold as they... Read More

Whenever hedge fund managers present ideas at investment conferences, they usually offer stocks. However, at the 2022 Sohn Investment Conference, David Einhorn of Greenlight Capital laid out a compelling... Read More

Auto loans have spiked in 2016, reaching their highest levels since 1999 and now reaching over $140 billion. The majority of the loans are performing well, but a notable... Read More

When Mohamed El-Erian left Pacific Investment Management Company in January, it was amidst what appeared to be a cat fight among two of the world’s most respected investment professionals. Simmering... Read More

Rowan Street Capital update for the month of August 2022. Q2 2022 hedge fund letters, conferences and more Dear Partners, We typically prefer to communicate with you twice a year or sometimes... Read More

Blogger burns $400 cell phone, but could he have just lit a tiki torch and achieved the same objective? Read More

Dan Loeb, the aggressive activist investor, moved in to buy 2.5 million shares of Actavis plc (NYSE:ACT) in the first quarter, making it his top position. Actavis also came up... Read More

Lowe's Companies, Inc. (NYSE:LOW), the second largest home improvement retailer worldwide, reported analyst-beating second-quarter earnings. Backed by an improved housing market, the retailer’s net income jumped 26 percent to $941... Read More

Dan Loeb, founder of the hedge fund Third Point LLC, is best known for shareholder activism and sending nasty letters to executives who he believes are doing a poor... Read More

Capitalize For Kids Investment 2017 Conference notes - please note this is not a verbatim transcript, it is written EXTREMELY informally and there are parts where we missed some... Read More