Very Dangerous…
One telephone conversation with Gates in 1993 sticks in Ellison’s mind. “It was the most interesting conversation I’ve ever had with Bill, and the most revealing. It was around... Read More
Why Chinese Companies Don’t Like To Report Losses
During his recent interview on The Acquirers Podcast with Tobias, Vivek Viswanathan, portfolio manager of the Rayliant Quantamental China Fund discussed Why Chinese Companies Don’t Like To Report Losses. Here’s... Read More
Greenlight Capital Full Q2 2021 Letter: Einhorn Thinks Inflation Is Here To Stay
David Einhorn's Greenlight Capital returned -2.9% in the second quarter of 2021 compared to 8.5% for the S&P 500. According to a copy of the fund's letter, which ValueWalk... Read More
Did Small-Caps Just Bottom?
“Early in life, I had noticed that no event is ever correctly reported in a newspaper.” ~ George Orwell (h/t Jesse Stine) ***Note: Enrollment for our Collective is running until the... Read More
Here Are The 10 States Where Residents Pay The Highest Lifetime Taxes
In the mood for a depressing statistic? A new report from the financial services firm Self concludes that the average American will pay an astounding $525,037 in taxes over... Read More
Investing in the Next Generation of Emerging and Frontier Markets with Maurits Pot
ValueWalk's Raul Panganiban with Maurits Pot, Founder and CEO of Dawn Global. Before this he was Partner at Kingsway Capital, a frontier market specialist with over 2 billion AUM.... Read More
Active ETFs 401 billion in AUM
ETFGI reports record assets and net inflows in Active ETFs world-wide of US$401 billion and US$82 billion respectively at the end of H1 2021 Q2 2021 hedge fund letters, conferences... Read More
Voss Capital is tapping into the affordable housing shortage
The Voss Value Fund was up 11.6% for the second quarter, while the Voss Value Offshore fund gained 11.2% net. The Russell 2000 returned 4.3%, while the Russell 2000... Read More
Bedford Park Opportunities Fund Q2 Letter: Long Converge Technology Solutions
The Bedford Park Opportunities Fund returned 13.5% net of all fees and expenses in the second quarter of 2021, bringing its year-to-date return to 27.6%. Q2 2021 hedge fund letters,... Read More
Hedge fund thesis for Spirit Airlines and AerSale, a recent SPAC merger
Prescience Partners returned 6.75% for the second quarter, underperforming the S&P 500's 8.55% return but coming out ahead of the Barclay Equity Long/ Short Index's 2.62% return. However, for... Read More
Corsair Capital Profits From Goldman Sachs’ SPACs [Exclusive]
Corsair Capital, the event-driven long-short equity hedge fund, gained 6.6% net during the second quarter, bringing its year-to-date performance to 17.5%. Q2 2021 hedge fund letters, conferences and more According to... Read More
How To Invest In India’s Growth with INDF’s Amit Anand
ValueWalk's Raul Panganiban interviews Amit Anand, Co-Founder of INDF, and discusses his approach to investing and why India Financials are very attractive today. Q1 2021 hedge fund letters, conferences and... Read More
Dollar Cost Average Using Options
During his recent interview on The Acquirers Podcast with Tobias, Tim Travis, founder and deep value investor at T&T Capital Management discussed Dollar Cost Average Using Options. Here’s an excerpt... Read More
And The Number #1 Housing Market In America Is…
For the first time in more than a decade, my wife and I are looking at moving. So it piqued my interest when I stumbled upon a Wall Street... Read More
Pantheon’s U.S. Private Wealth Division Has Generated Significant Growth As The AMG
Pantheon Fund, Pantheon’s ’40 Act registered vehicle, crosses $500 million in assets under management. Since launching in 2015, the AMG Pantheon Fund has provided financial advisors and accredited investors... Read More
How Warren Buffett Turned Three Deep Value Stocks Into A $700 Billion Conglomerate
It took decades for Warren Buffett to build Berkshire Hathaway into the conglomerate it is today. Along the way, the Oracle of Omaha and his business partners have acquired... Read More
What Rising Inflation Means For Stock Investors
With rising inflation in recent months, stock market investors have been using long-held street wisdom to find hedges, or protection, in commodities, REITs or real estate investment trusts, as... Read More
This Metals And Mining Fund Had A Difficult June But A Strong First Half
The Delbrook Resource Opportunities Master Fund fell 4.4% in June, bringing its return to 27.2% for the first half of the year. The fund returned 129.3% during a tumultuous... Read More
Fed Up! – Interview With Macro Hedge Fund Guru Colin Lancaster
ValueWalk's Raul Panganiban interviews Colin Lancaster, a 25-year Wall Street Professional, and discuss his recent book, “Fed Up!: Success, Excess and Crisis Through the Eyes of a Hedge Fund... Read More
Portfolio Manager To Substack
In her recent interview on The Acquirers Podcast with Tobias, Linda Lebrun, Director of Finance & Investing Writer Recruitment at Substack, discussed here journey from Portfolio Manager To Substack.... Read More
Hedge Fund Inflows Surge As Sector Achieves Best H1 Performance Since 2009
Hedge funds recorded one of their best years of performances in recent history last year. Q2 2021 hedge fund letters, conferences and more The strong run of performance has continued in... Read More
Aswath Damodaran: Greater Disclosure Is Hurting Investors
In his latest piece titled – Disclosure Dilemma: When more (data) leads to less (information)!, Aswath Damodaran explains why greater disclosure is actually hurting investors rather than helping them saying: Q2... Read More
