Desai Capital Management letter to investors for the January 2015; titled, "The Most Valuable Thing: Value vs. Value Trap."
Date: January 21, 2016
From: Ashish Desai; A.J. Noronha
To: Investors, Family, Friends
Re:... Read More
The post was originally published here.
Soaring energy prices in Europe lead to revenue explosion
Green shift to stay competitive requires CAPEX ramp-up
Strong years ahead lead to attractive... Read More
Brevan Howard Global commentary for the month ended September 30, 2016.
Q3 2016 hedge fund letters
Q2 2016 hedge fund letters
[drizzle]BH Global Limited (“BHG”) is a closed-ended investment company, registered... Read More
American Airlines senior vice president, Craig Kreeger, has been selected to succeed Virgin chief executive, Steve Ridgeway, in light of his imminent retirement slated for next month. Ridgeway retires... Read More