Greek gambling monopoly OPAP, has been eyed by several foreign investors who have expressed their interest in buying a stake in the company. We have been talking about Dan Loeb's interest in this company and in Greece as a whole. Third Point put up a bid to acquire a 33 percent stake in OPAP today, Reuters reports.
Armajaro Commodities Fund was able to gain the most in nickel and palladium, meanwhile losing the most in crude and copper. Read More
Sandon Capital Activist Fund commentary for the month ended April 30, 2016. The Sandon Capital Activist Fund delivered a return of 1.8% in April, bringing total returns (net of all... Read More
With tight spreads and some low probability, high impact risks in the coming months, now is the wrong time to go long on European credit, according to research from... Read More
Vocal hedge fund manager Crispin Odey has never been afraid to share his views on the global economy or central banks' policy. He's also never been shy about making... Read More
Memorial day and finishing up activist investing newsletters got us behind this week. We sent out the newsletters on Sunday and are getting around to the latest edition of... Read More
The Hong Kong based hedge fund Oasis Investments returned 9.37% net of fees last year, bringing annualized returns for flagship funds to 18.50% since inception in 2002 with annualized... Read More
Why Size Isn’t Everything Hedge fund survivor bias is especially insidious for the largest firms. Large hedge fund survivor bias overstates expected performance of the biggest firms by nearly half... Read More
Here is a transcript of Fannie Mae / Federal National Mortgage Assctn Fnni Me (OTCBB:FNMA) and Freddie Mac / Federal Home Loan Mortgage Corp (OTCBB:FMCC) full court hearing. See... Read More
Rough notes from the Go Long on AG panel at the Robin Hood Investors Conference 2018. Stay tuned for more from Robin Hood Investors Conference which took place on... Read More
Global Quality Edge Fund commentary for the second quarter ended June 30, 2019. Q2 hedge fund letters, conference, scoops etc Dear investor, Global Quality Edge Fund's total return during the second quarter... Read More
