Just the other day, we were saying that the idea that small hedge funds are barely making ends meet is kind of delusional. As it happens, we have a $60 million hedge fund (as of Nov 2013) that is beating the high watermark with careless ease. Maglan Capital has gathered a 47.28% return for the year so far after adding a 5.3% gain in November.
Through invitation-only events and member-only publications, MOI Global fosters a community of intelligent investors united by a passion for lifelong learning. Best Ideas 2018 is our largest online conference... Read More
It’s now been three weeks since Americans elected Donald Trump as the nation’s next President. While Trump doesn’t take office until Jan. 20, 2017, we’ve seen a number of... Read More
Tesla has proven to be one of the most divisive stocks over the years, driven by the tension between CEO Elon Musk and the many well-known investors who are... Read More
Weston Hicks' annual letter to Alleghany shareholders for the year ended December 31, 2015. To Our Stockholders Alleghany's common stockholders’ equity per share at year-end 2015 was $486.02, an increase of... Read More
Just as smart phones, tablets and computer games are engrossing younger generations, at times replacing “real life” interactions, a new robotic cat being introduced by Hasbro is designed for... Read More
About this time every month, the Bureau of Labor Statistics (BLS) releases its accounting of what is known as the Job Openings and Labor Turnover Survey (JOLTS). The JOLTS and... Read More
As the U.S. Justice Department announces charges against Iranian-backed computer hackers, many of whom are accused of disrupting the U.S. financial system as well as endangering critical infrastructure, Google’s... Read More
Both quality and deep value screens underperformed in February as markets recovered from a weak January and low quality stocks that had dropped off the most had correspondingly outsized... Read More
Meson Capital annual partnership letter for the year ended December 31, 2015. Dear Partner, Our net performance for Q4 was 4.9% vs. indices (in order of relevancy for comparison) of: 1.9%... Read More
FPA 2013 Q3 Fund Fact Sheets below some commentary from FPA Crescent Fund, followed by links to all funds of FPA. Investment Objective and Strategy The Fund seeks to generate equity-like returns... Read More
