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The Renaissance Of Pipelines

This is the final excerpt from IMA’s winter letter. Q4 2020 hedge fund letters, conferences and more Pipelines are undergoing a renaissance today, but it’s not the one you think. The previous renaissance of shale oil and natural gas development was anything but a good outcome for this industry. Capital-intensive industries,...

Hedge Fund Managers Were Up 0.54% In January

Key highlights for January 2021: Q4 2020 hedge fund letters, conferences and more Hedge fund managers were up 0.54% in January – outperforming the global equity market as represented by MSCI ACWI which gained 0.43% during the month. The top 10% of global hedge funds generated an average return of...

Bitcoin Is Not A Currency

Good morning! In this week’s Dirty Dozen [CHART PACK] we look at buybacks, the trend towards more frequent market dislocations, what a real equity bubble looks like, crypto’s voracious energy appetite, deglobalization, and more… Q4 2020 hedge fund letters, conferences and more Let’s dive in. There’s a persistent bid under this market...

Terry Smith: 12 Books That Every Investor Should Read

In a recent email interview with Business Insider, Terry Smith provided twelve book recommendations that every investor should read: Q4 2020 hedge fund letters, conferences and more holiho / Pixabay Berkshire Hathaway’s Annual Shareholder Letters The Warren Buffett Way by Robert Hagstrom Liar’s Poker, The Big Short, Flash Boys and Moneyball – All by Michael Lewis The Predators Ball by...

Economics Is Why Vaccination Is So Hard

When a house burns down, it affects more than just the owner, occupants, and even the neighbors. Q4 2020 hedge fund letters, conferences and more Quick, efficient firefighting is a public good. Stopping contagious diseases is another public good. The public interest demands all fires—in all forms—be extinguished before they spread. Now we...

The Ultimate Guide to Microcap Investing

When people talk about the stock market, you will often hear them quote the S&P 500 and the Dow Jones Industrial Average. These are two large indexes that account for many of the largest companies in the United States (and for that matter, the world). But while investing in...

Seth Klarman On Margin Of Safety Investing

This is part nine of a ten-part series on some of the most important and educational literature for investors with a focus on value. Across this ten-part series, I’m taking a look at ten academic studies and research papers from some of the world’s most prominent value investors and...

Reversion Of The Mean Caused By Private Equity

During his recent interview with Tobias, Michael Mitchell, who is IgnoreNarrative on Twitter discussed Reversion Of The Mean Caused By Private Equity. Here’s an excerpt from the interview: Q4 2020 hedge fund letters, conferences and more Image source: YouTube Video Screenshot Reversion Of The Mean Caused By Private Equity Tobias: I couldn’t agree...

Grey Owl Capital Management 4Q20 Commentary

Grey Owl Capital Management commentary for the fourth quarter ended December 31, 2020. Q4 2020 hedge fund letters, conferences and more “I am still making order out of chaos by reinvention.” - John le Carre Dear Client, The 4th quarter of 2020 began with tremendous anxiety and divisiveness around the Presidential election. Investment...

GreenWood Investors 4Q20 Commentary

GreenWood Investors commentary for the fourth quarter ended December 31, 2020. Q4 2020 hedge fund letters, conferences and more Dear GreenWood Investor: We continue to be encouraged by the progress we made in the fourth quarter. Performance net of all fees and expenses was +16.4% in the Global Micro fund, +9.2% in...

Mott Capital Management 4Q20 Commentary

Mott Capital Management commentary for the fourth quarter ended December 31, 2020. Q4 2020 hedge fund letters, conferences and more We survived and flourished in 2020. That is the good news. For the year, the Mott Capital Management Thematic Growth Composite climbed by 25.4% net of fees and transaction costs, easily beating...

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