As Sam Bankman-Fried’s crypto empire imploded last week, costing him effectively all of his $15.6 billion fortune, other digital-asset billionaires sought to make clear that their steep losses in... Read More
During his long career, Warren Buffett has invested in thousands of companies and acquired a whole range of businesses for his conglomerate. Q3 2022 hedge fund letters, conferences and more However,... Read More
The crypto markets will be dealing with the collapse of FTX, the high-profile crypto exchange founded and managed by Sam Bankman-Fried, for quite some time. However, it won't keep... Read More
Elon Musk, in his first address to Twitter Inc. employees since purchasing the company for $44 billion, said that bankruptcy was a possibility if it doesn’t start generating more... Read More
Crypto markets face weeks of deleveraging in the fallout from the crisis at digital-asset exchange FTX.com, a period of upheaval that could push Bitcoin down to $13,000, according to... Read More
Hayden Capital's performance update for the third quarter ended September 30, 2022. Q3 2022 hedge fund letters, conferences and more Dear Partners and Friends, Our portfolio remained volatile the last few months. ... Read More
Welcome to our latest issue of ValueWalk’s hedge fund update. Below subscribers can find an excerpt in text and the full issue in PDF format. Please send us your... Read More
Major US technology and internet stocks soared on Thursday, adding hundreds of billions of dollars in market value, after the latest data on inflation was welcomed as a positive... Read More
What winning traders share, however, is that they all understand that losing is part of the game, and they all have learned how to lose… ~ Jim Paul’s, What I Learned... Read More
This year's rising interest rate environment has created some difficulties for institutional investors. Although a growing number are turning to private credit in their search for yield, the trend... Read More
Qualivian Investment Partners performance update for the month ended October 31, 2022. Q3 2022 hedge fund letters, conferences and more Dear Friends of the Fund, Please find our October 2022 performance report... Read More
Chris McIntyre's McIntyre Partnerships lost -11.4% in the third quarter, taking its year-to-date performance to -15.7% on a gross basis and -16.6% after all fees and expenses. Compared to the... Read More
“Davidson” submits: Q3 2022 hedge fund letters, conferences and more mohamed_hassan / Pixabay The cryptocurrency market is opaque with many claims that have yet proven true. These claims include better than gold... Read More
Q3 2022 hedge fund letters, conferences and more In the latest episode of the Acquirers Podcast, Vincent Daniel, Porter Collins, and Tobias Carlisle discuss Here’s Why Tesla’s Margins Don’t Make... Read More
DG Capital's Value Funds declined 5.1% during the third quarter. With class performances ranging from -5.03% to -5.15%, the value fund's year-to-date returns by performance class ranged from -27.53%... Read More
Arnott Capital commentary for the month of October ended October 31, 2022. The fund returned negative 2.93% for the month of October 2022. Net exposure averaged 40% long, while gross... Read More
At this year’s Sohn London Investment Conference, Ivelina Green, the CIO and founder of Pearlstone Alternative, pitched an interesting European special situation. Founded in 2021, Pearlstone focuses on fundamental credit... Read More
During the 2010 Berkshire Annual Meeting, Charles Munger quoted Otto von Bismarck on the two things you shouldn’t watch – sausage making and legislation making. Here’s an excerpt from... Read More
ETFGI reports the global ETFs industry gathered US$ 116 billion in net inflows during October 2022 LONDON — November 18, 2022 — ETFGI, a leading independent research and consultancy firm covering... Read More
At the 2022 Sohn London Investment Conference, Abhishek Agrawal from Polygon Global Partners pitched an exciting growth stock. Over the past 12 months, there has been a rotation out of... Read More
In an SEC 13F filing after the market closed today, Berkshire Hathaway reported the following changes to its portfolio during the third quarter: Q3 2022 hedge fund letters, conferences and more Initial Purchases Taiwan... Read More
During his recent interview with Boston College, Mohnish Pabrai explained why most business moats are created accidentally. Here’s an excerpt from the interview: Q3 2022 hedge fund letters, conferences and... Read More
