Bernstein’s famed Black Book this month listed five U.S. companies, and 21 overall, under what it called “ Conviction Shorts ", for companies which are priced too high, have... Read More

Apeiron Capital Limited has a sole focus on equity long/short strategy. Wanyi YAO is the founder and spoke at the Sohn Conference about one of her favorite investing ideas.... Read More

This is part one of a four-part interview with Zeke Ashton Portfolio Manager and founder of Centaur Capital Partners. The interview is part of ValueWalk’s Value Fund Interview Series. Throughout this... Read More

Imperial Capital has maintained its Underperform rating on J.C. Penney Company, Inc. (NYSE:JCP) and pegged its 1-year price target at $5 per share. However, Imperial Capital in its recent capital... Read More

Electron Capital Partners returned 10.3% net for August, pushing its year-to-date returns into the green at 10%. The MSCI ACWI was down 3.9% for August, bringing its year-to-date return... Read More

Global Return Asset Management performance results for the month ended April 30, 2020. Q1 2020 hedge fund letters, conferences and more Dear Friends and Partners, In April we generated a net return... Read More

The US Treasury Department overnight published a new list of both Russian individuals and firms sanctioned for their involvement in the Ukrainian-Russian conflict. Source: Pixabay More Russian companies added to the... Read More

The Evolution Of Virtual Reality - I've Seen The Future by Evergreen Gavekal Virtual reality was once the dream of science fiction. But the internet was also once a dream,... Read More

Why That Crazy-High AirBnB Valuation Is Fair by CB Insights AirBnB is poised to become more valuable than Marriott, Starwood, and Expedia. At first glance, the valuation looks rich, but... Read More

Performing Capital, the long-biased hedge fund, which has produced a compound annual return of 11.7% net of fees since its inception in November 2013, returned 0.8% during the first... Read More