Introduction Although many Health Technology Sector companies have significantly outperformed the market on a long-term basis, they have significantly underperformed the market since the beginning of 2015. With only a... Read More
Introduction The Health Services Sector is one of the smallest sectors as presented by FactSet as it only contains 137 companies out of more than 19,000 in the US and... Read More
Around the world, people are living longer. By 2050, there will be two billion people that are 60 years or older globally. Meanwhile, the amount of seniors (65+ years old)... Read More
Introduction The primary objective of this article is to help the reader put this recent bad market in perspective and simultaneously provide lessons in valuation and how to think about... Read More
Updated 12/17/18 3:55PM EST Updated again on 12/8 at 9:41PM EST with more coverage UPDATED with a lot more on 12/7 at 2:03 PM EST stay tuned for some more while... Read More
Full transcript of Chris Brown, Managing Member of Aristides Capital, from the 2018 Kase Learning Shorting Conference. Q3 hedge fund letters, conference, scoops etc All right. Thanks for the really kind... Read More
Watch Gabriel Grego's epic takedown of Aphria (APHA) at the Kase Learning Shorting Conference, 12/3/18. Q3 hedge fund letters, conference, scoops etc Image source: YouTube Video Screenshot Gabriel Grego: Aphria Short Presentation... Read More
According to its third-quarter letter to investors, a copy of which has been reviewed by ValueWalk, Krensavage Partners is having an exceptionally strong 2018. The health-care focused hedge fund managed... Read More
Introduction This current series of articles could be summarized as a review of ways to construct and diversify a common stock portfolio. In part 1 found here I discussed various viewpoints... Read More
Full notes of Ken Griffin, Dan O'Keefe, Chris James, John Rogers, Mark Lampert, Vivien Azer, Vivian Lau, Constance Freedman, Philip C. Ordway and Jeremy Schiffman's presentation from the 2018 Invest... Read More
“It is essential for everyone to understand the logical sequence of events that makes these (big debt crises) all play out all the same.” – Ray Dalio “Years of monumental... Read More
ETFGI reports assets invested in ETFs and ETPs listed in the US reached a new high of US$3.73 trillion at the end of September 2018 Q3 hedge fund letters, conference,... Read More
Stay tuned for more from Invest For Kids 10th Anniversary Conference which took place on October 24, 2018 in Chicago. All content will be posted at this link and... Read More
“A generational opportunity hidden in plain sight. Its status of loneliness and ‘vox clamantis in deserto’ (a voice crying out in the wilderness) makes for potential outsized returns.” –... Read More
ETFGI reports assets invested in ETFs and ETPs listed globally reached a record of US$5.25 trillion at the end of September 2018 Q3 hedge fund letters, conference, scoops etc LONDON... Read More
Donald Trump wants to make protectionism great again. Bernie Sanders wants to make socialism great again. Know more about Russia than your friends: Get our free ebook on how the Soviet... Read More
Take a Deep Breath Too Much Protection Behind the Door Cracks in the Wall The Best Strategy for the Great Reset Grand Lake Stream, Maine and Moving On We are all on a debt-filled train... Read More
Last week @NeckarValue tweeted a link to a great interview with Seth Klarman at Barron’s titled – “Value Hunter in a Sky-High Market”. The article provided a number of great value... Read More
Check out this week’s Danger Zone interview with Chuck Jaffe of Money Life. Management teams often have a “growth at any cost” mindset. For executives, there are a lot of... Read More
Background Health and Happiness (H&H) International Holdings Limited is an investment holding company that manufactures and distributes health products for families. Get Our Activist Investing Case Study! Get The Full Activist Investing... Read More
By Frank Holmes CEO and Chief Investment Officer U.S. Global Investors Putting Trade Policy Risk In Perspective US Equities - Investor Nervousness Intensifies John Paulson - Gold Equities: Myths, Dreams And Reality [SLIDES] Investing Versus... Read More
Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, read it on your tablet, or email to... Read More
