SALT New York: Canyon, Mudrick, Fortress And Sculptor On Finding Distressed Value
At the 2021 SALT New York conference, which was held earlier this week, one of the panels on the main stage discussed the best macro shifts coming out of... Read More
Alluvial Fund August 2021 Performance Update
Alluvial Fund performance update for the month ended August 31, 2021. Q2 2021 hedge fund letters, conferences and more Dear Partners and Colleagues, Alluvial Fund, LP returned 3.1% in August, compared to 2.2%... Read More
Warren Buffett: Beware Of Investment Activity That Produces Applause
In his 2008 shareholder letter, Warren Buffett discussed the U.S Treasury Bond bubble of 2008 and why investors should beware of investment activity that produces applause. Here’s an excerpt... Read More
Peter Thiel: Lessons Learned From Not Participating In The ‘Series B’ Round In Facebook
In this interview with WIRED, Peter Thiel discussed the lessons he learned from not participating in the Series B round in Facebook. Here’s an excerpt from the interview: Q2 2021... Read More
… Where The Real Estate Isn’t Insanely Overpriced
When Gideon Gono became the Governor of the Reserve Bank of Zimbabwe in late 2003, his country was already suffering from terrible hyperinflation. Q2 2021 hedge fund letters, conferences and... Read More
Mohnish Pabrai On The Scale Economy And Investing Alongside Founders
In May, Mohnish Pabrai took part in a Q&A session with the Kolkata Value Hunters Club. In the session, a video of which was later published on YouTube, the... Read More
Eurekahedge Hedge Fund Index Was Down 0.27% In July
Key highlights for July 2021: Q2 2021 hedge fund letters, conferences and more Hedge fund managers were down 0.27% in July, trailing behind the global equity market as represented by... Read More
Hedge Fund Managers Were Up 0.80% In August
The Eurekahedge Hedge Fund Index was up 0.80%1 in August 2021, trailing behind the global equity market as represented by the MSCI ACWI (Local) which gained 2.45% over the... Read More
Terry Smith: Investing In Bitcoin Is Greater Fool Theory
Earlier this year in his Annual Shareholder Meeting, Terry Smith was asked about his thoughts on investing in Bitcoin. Here’s an excerpt from the meeting: Q2 2021 hedge fund letters,... Read More
Interview With Value Fund Shah Capital
This is part one of a three-part interview with Himanshu H. Shah President and Chief Investment Officer of Shah Capital. The interview is part of ValueWalk’s Value Fund Interview Series. Throughout... Read More
On Staying Liquid…
Investing is a game of keeping powder dry and waiting for layups. So many investors miss this lesson. They stay fully invested in middling situations for various reasons—often mental.... Read More
Brevan Howard Names Colleen Sullivan To Lead Crypto Venture Investments
LONDON – Brevan Howard Asset Management LLP, a leading global alternative investment management platform, is delighted to announce that Colleen Sullivan, CEO and co-founder of CMT Digital, will shortly... Read More
Mohnish Pabrai On Investing In A Pandemic And Buy And Buy Hold
In May, the value investor Mohnish Pabrai took part in a Q&A session with the Kolkata Value Hunters Club. The value investor spent the first part of the session discussing... Read More
Michael Mauboussin: Investors Won’t Make Good Decisions That May Appear Wrong In The Short-Term
In his latest paper titled – Turn and Face the Strange – Overcoming Barriers to Change in Sports and Investing, Michael Mauboussin discusses the reasons why sporting organizations and... Read More
Roubaix August 2021 Update; YTD Net Return +12.02%
Roubaix Fund Composite commentary for the month ended August 31, 2021. Q2 2021 hedge fund letters, conferences and more The Roubaix Fund Composite is a fundamental long fundamental long/short equity strategy... Read More
Chilton Updates Outlook On Healthcare REITs
Chilton Capital's REIT Composite returned 1.7% last month, bringing its year-to-date return to 29.7%. The fund underperformed its benchmark, the MSCI US REIT Index, in August, as it returned... Read More
Black Bear Value Fund August Performance Update
Black Bear Value Fund performance update for the month ended August 31, 2021. Q2 2021 hedge fund letters, conferences and more Dear Partners and Friends, Black Bear Value Fund, LP (the... Read More
Odey’s Adrian Courtenay Explains Why Merger Arbitrage Is Such A Good Strategy
The Odey Special Situations Fund was up 2.49% for August, in line with the MSCI World USD Index, which also returned 2.49%. Year to date, the fund is up... Read More
This Event-Driven Fund Won In August With The Largest U.S. Cannabis REIT
DG Value Partners II Class C was up 9.05% for August, bringing its year-to-date return to 44.82%. The S&P 500 was up 3.04% for August, with a year-to-date return... Read More
Mastercard Acquires CipherTrace to Enhance Crypto Capabilities
Security and Fraud Detection Provide Additional Transparency and Support for Digital Assets Ecosystem Latest Investment Helps Company Accelerate and Expand Crypto-Related Strategy PURCHASE, N.Y.--(BUSINESS WIRE)--Mastercard (NYSE: MA) will extend its capabilities... Read More
Does Capitalism Really Promote Consumerism?
What’s the first picture that comes into your head when you hear the word “capitalism”? For a lot of people, it probably has something to do with money or... Read More
Aswath Damodaran: This Might Explain Why Munger Bought Alibaba
In his latest article titled – China’s Tech Crackdown: Its about Control, not Consumers or Competition!, Aswath Damodaran values four of China’s tech giants, taking into account the latest government... Read More
