Steamboat Capital Partners was up 3.19% net and 4.49% gross for the first quarter, underperforming the S&P 500's 6.17% gain and the Russell 2000's 12.7% return. However, the fund... Read More
One of the great benefits of writing this blog is that I get hundreds of emails each month. These emails give me a unique perspective into what others see... Read More
A remarkable thing happened yesterday that tells you everything you need to know about inflation. Q1 2021 hedge fund letters, conferences and more In the morning, US Treasury Secretary Janet Yellen... Read More
Happy May the 4th everyone. (&TLDR, we mashed up Star Wars and VolTwit in an infographic, see here) Q1 2021 hedge fund letters, conferences and more That’s Happy Star Wars Day... Read More
In just his first 100 days, President Biden has rolled out ambitious spending plans meant to vastly increase federal funding for everything from infrastructure to jobs to families. The... Read More
ValueWalk's Raul Panganiban interviews Christopher Huemmer, Senior Investment Strategist for FlexShares Exchange Traded Funds, and discuss infrastructure investing and the opportunities in this space. Q1 2021 hedge fund letters, conferences... Read More
The following is an excerpt from a Market Note sent to Collective members on April 21st. The note outlines what I believe will be the biggest trade in the... Read More
Normally April showers bring May flowers, but last month the spring weather was dominated by sunshine that caused stock prices to blossom to new, all-time record highs across all... Read More
Disasters, wars, and pandemics should be times in which everyone works together against the common threat. We’re all in the same boat, so to speak. Q1 2021 hedge fund letters,... Read More
GrizzlyRock Value Partners was up 16.6% for the first quarter, compared to the S&P 500's 5.77% gain and the Russell 2000's 12.44% return. GrizzlyRock's long return was 22.3% gross,... Read More
During his recent interview on The Acquirers Podcast with Tobias, Dan Rasmussen of Verdad Capital discussed Marrying Baupost And Bridgewater. Here’s an excerpt from the interview: Q1 2021 hedge fund... Read More
Natalie Wu interviews James Katz, Founder and CEO of Humankind Investments, and discuss his approach to investing, ESG, and "Humankind Value". Q1 2021 hedge fund letters, conferences and more The following... Read More
Trident Fund LP performance update for the month ended April 30, 2021. Get The Full Henry Singleton Series in PDF Get the entire 4-part series on Henry Singleton in PDF. Save... Read More
This article is excerpted from the FEE Daily, a daily email newsletter where FEE Policy Correspondent Brad Polumbo brings you news and analysis on the top free-market economics and... Read More
Maverick Capital, the long/short equity hedge fund founded by Tiger Cub Lee Ainslie, enjoyed the "strongest quarter in our history," according to its first-quarter letter. Q1 2021 hedge fund letters,... Read More
Half Moon Capital, the long/short equity hedge fund specializing in small and mid-cap stocks, returned 9.7% net of fees in the first quarter of 2021 compared to a return... Read More
ValueWalk's Raul Panganiban interviews Cameron Brandt, Director of Research at EPFR, an Informa Financial Intelligence business, and discusses flows and the kinds of insights that can be drawn from... Read More
In his latest 2021 Berkshire Annual Meeting, Warren Buffett reiterated what he has been saying for many years, and that is that the average person cannot pick stocks and... Read More
“Davidson” submits: Q1 2021 hedge fund letters, conferences and more The Dallas Fed released the 12mo Trimmed Mean PCE of 1.67% which was higher than last month’s revised lower 1.60%. To... Read More
These are the highlights of the 2021 Berkshire Hathaway annual meeting. Q1 2021 hedge fund letters, conferences and more (Note: The two shareholder proposals relating to (1) climate change, and (2)... Read More
If you follow me on Twitter you'll be familiar with my weekly "Chart Storms"... Q1 2021 hedge fund letters, conferences and more Recently I started a (free) Substack account so that... Read More
Insights from the Berkshire Hathaway 2021 annual meeting. Q1 2021 hedge fund letters, conferences and more “Why did you sell rather than buy last year?” The question asked what was on... Read More
