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Greenhaven Road Capital 1Q18 Commentary – NEW INVESTMENT – ASHFORD INC.

Greenhaven Road Capital commentary for the first quarter ended March 31, 2018. Q1 hedge fund letters, conference, scoops etc Dear Fellow Investors, We invest with a multi-year time horizon. There .....»»

Category: blogSource: valuewalkMay 1st, 2018

The Next Bond Crisis: Over $1 Trillion In Bonds Risk Cut To Junk Once Cycle Turns

It's been a long time coming. Last November, still smarting from a year he would rather forget, Russell Clark and his Horseman Capital, i.e. the "world's most bearish hedge fund" unveiled what he would short next: according to Clark, .....»»

Category: blogSource: zerohedgeOct 7th, 2018

Head-turning hedge fund expands at Park Ave. tower

EQ Office has signed ExodusPoint Capital to a lease expansion to grow the company’s headquarters to 35,710 s/f at Park Avenue Tower. Reported to be the largest hedge fund start-up ever with $8 billion in capital at the time of.....»»

Category: realestateSource: realestateweeklyOct 4th, 2018

Upside Down: Logica Capital Advisers

Logica Capital Advisers commentary discussing drawdowns in the quant/EMN space. Q2 hedge fund letters, conference, scoops etc “Education is a refuge in adversity” ~ Aristotle About five years ago, I had a relati.....»»

Category: blogSource: valuewalkAug 23rd, 2018

Greenhaven Road Capital Partners Fund 2Q18 Commentary – A Fund Is Born

Greenhaven Road Capital Partners Fund commentary for the second quarter ended June 30, 2018 Q2 hedge fund letters, conference, scoops etc Dear Limited Partners,.....»»

Category: blogSource: valuewalkAug 22nd, 2018

Sandon Capital Activist Fund July 2018 Commentary

Sandon Capital Activist Fund July 2018 Commentary.....»»

Category: topSource: seekingalphaAug 10th, 2018

Sandon Capital Activist Fund July 2018 Commentary

Sandon Capital Activist Fund commentary for the month ended July 31, 2018. Q2 hedge fund letters, conference, scoops etc Fund Commentary The Sandon Capital Activist Fund re.....»»

Category: blogSource: valuewalkAug 9th, 2018

Alpine Capital Research 2Q18 Commentary – The “B” Word

Alpine Capital Research commentary for the second quarter ended June 30, 2018. Q2 hedge fund letters, conference, scoops etc In our January 2014 commentary, we made the following observations: The 2013 stock market in our opinion.....»»

Category: blogSource: valuewalkAug 2nd, 2018

Grey Oil Capital Management 2Q18 Commentary

Grey Oil Capital Management commentary for the second quarter ended June 30, 2018. Q2 hedge fund letters, conference, scoops etc Let’s all go to the lobby; Let’s all go to the lobby; Let’s all go to the .....»»

Category: blogSource: valuewalkAug 2nd, 2018

Arquitos Capital Management 2Q18 Commentary – launching a second U.S.-based fund in the coming year for institutional investors

Arquitos Capital Management commentary for the second quarter ended June 30, 2018. Q2 hedge fund letters, conference, scoops etc The truth is cruel, but it can be loved, and it makes free those who have loved it. – Ge.....»»

Category: blogSource: valuewalkJul 31st, 2018

Perritt Capital Management 2Q18 Commentary – Micro-cap Investing

Perritt Capital Management commentary for the second quarter ended June 30, 2018. Q2 hedge fund letters, conference, scoops etc As stated in our fourth quarter 2017 commentary, we believed the tax cuts would benefit small-c.....»»

Category: blogSource: valuewalkJul 24th, 2018

Geekdom"s community fund plants startup seeds $10K at a time

It’s been about six months since local coworking space Geekdom LC began a new community fund that grants emerging startups a little seed capital each month. The community fund has granted $60,000 across six startups so far as it seeks to be a cata.....»»

Category: topSource: bizjournalsJul 12th, 2018

Global Allocation Fund June 2018 Commentary: Big Deterioration in Corporate Debt

Global Allocation Fund commentary for the month of June 2018. Q2 hedge fund letters, conference, scoops etc, Also read Lear Capital: Financial Products You Should Avoid? The month of June w.....»»

Category: blogSource: valuewalkJul 3rd, 2018

Crescat Capital June 2018 Commentary – Gold should skyrocket when CB imbalance unwinds

Crescat Capital commentary for the month of June 2018. Q1 hedge fund letters, conference, scoops etc, Also read Lear Capital: Financial Pro.....»»

Category: blogSource: valuewalkJun 26th, 2018

Ashva Capital Management 1Q18 Commentary – Which Benchmark?

Ashva Capital Management commentary for the first quarter ended March 31, 2018. Q1 hedge fund letters, conference,.....»»

Category: blogSource: valuewalkJun 22nd, 2018

Mistakes Happen

Logos LP commentary for the month of June 2018, titled, “Mistakes Happen.” Q1 hedge fund letters, conference, scoops etc, Also read Lear Capital: Financial Products .....»»

Category: blogSource: valuewalkJun 18th, 2018

IP Capital Partners 2Q18 Commentary: Long ANHEUSER-BUSCH INBEV

IP Capital Partners commentary Q1 hedge fund letters, conference, scoops etc, Also re.....»»

Category: blogSource: valuewalkJun 11th, 2018

Global Allocation Fund May 2018 Commentary – Deutsche Bank is starting to look very ugly

Global Allocation Fund commentary for the month ended May 31, 2018. Q1 hedge fund letters, conference, scoops etc, Also read Lear Capital: Financial Products You Should Avoid? We have witnessed a stormy month of .....»»

Category: blogSource: valuewalkJun 4th, 2018

Charlie Munger Completely Stuns Reporter By Supporting Trump

Charlie Munger, “there will come a time when those people who hate Trump will wish that he were back.” Q1 hedge fund letters, conference, scoops etc, Also read Lear Capital: Financial Products Y.....»»

Category: blogSource: valuewalkMay 29th, 2018

Emerging Value Capital Management Q1 – Howard Hughes Sold, Tesla Short Closed; New Long Positions

Emerging Value Capital Management commentary for the first quarter ended March 31, 2018. Q1 hedge fund letters, conference, scoops etc, .....»»

Category: blogSource: valuewalkMay 22nd, 2018