Advertisements


Q1 Hedge fund Letters

Article by Vintage Value Investing This po.....»»

Category: blogSource: valuewalkApr 16th, 2018

Boyar Value Group 1Q18 Commentary – A Look Back

Boyar Value Group commentary for the first quarter ended March 31, 2018; titled, “.”A Look Back Q1 hedge fund letters, conference, scoops etc Although t.....»»

Category: blogSource: valuewalk6 hr. 16 min. ago

Nathanial August Short EROS – 2018 Sohn Conference Detailed Notes

Nathanial August’s detailed notes from the 2018 Sohn Conference, discussing his new short Eros International plc (NYSE:EROS). Q1 hedge fund letters, conference, scoops.....»»

Category: blogSource: valuewalkApr 24th, 2018

David Einhorn Short Assured Guaranty Ltd. (AGO) – 2018 Sohn Conference Detailed Notes

David Einhorn’s detailed notes from the 2018 Sohn Conference, discussing his new short Assured Guaranty Ltd. (AGO). Q1 hedge fund letters, confer.....»»

Category: blogSource: valuewalkApr 24th, 2018

Scott Ferguson – 2018 Sohn Conference [Live Coverage]

Scott Ferguson’s presentation from the 2018 Sohn Conference. Q1 hedge fund letters, conference, scoops etc Scott Ferguson is th.....»»

Category: blogSource: valuewalkApr 23rd, 2018

Hedge fund Letters – UPDATED 4/22 – Pabrai, Einhorn, Top Emerging Hedge Fund Managers And Much More

While Q1 is just starting, Q4/2017 seemed to be a very busy and belated year. We have a LOT of hedge fund coverage even from just the past few days – furthermore, we started o.....»»

Category: blogSource: valuewalkApr 22nd, 2018

One-On-One With BlackRock’s Larry Fink

Larry Fink, BlackRock CEO discusses the company’s earnings, advice to investors, trade with China, and gun-free investments. See 2017 Hedge Fund Letters. On.....»»

Category: blogSource: valuewalkApr 21st, 2018

What is the Amazon Index Weight? Bet You Don’t Know

Horizon Kinetics portfolio update for the first quarter ended March 31, 2018. Q1 hedge fund letters, conference, scoops etc An Overview Part 1: Anatomy of Systemic Ri.....»»

Category: blogSource: valuewalkApr 20th, 2018

Walgreens Boots Alliance Inc (WBA) To Benefit As Amazon Gives Up On Pharma?

Key Metrics See 2017 Hedge Fund Letters. Overview & Current Events Walgreens is the largest retail pharmacy in both the United States an.....»»

Category: blogSource: valuewalkApr 18th, 2018

Cardinal Health Inc (CAH) Benefit As Amazon Gives Up On Pharma

Key Metrics See 2017 Hedge Fund Letters. Overview & Current Events Cardinal Health is one of the “Big 3” drug distri.....»»

Category: blogSource: valuewalkApr 18th, 2018

Q1 Hedge fund Letters

Article by Vintage Value Investing This po.....»»

Category: blogSource: valuewalkApr 16th, 2018

Bill Nygren Talks His Q1 Buys

Bill Nygren, Oakmark Fund portfolio manager, discusses his views on the market and his value stock picks. See 2017 Hedge Fund Letters. H/T Dataroma The post Bill Nygren Talks His Q1 Buys appeared first on ValueWalk......»»

Category: blogSource: valuewalkApr 16th, 2018

Capital Efficiency Trumps Fees In The Search For Portfolio Diversifiers

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives [REITs] See 2017 Hedge Fund Letters. Returns to the simplest domestic capitalization-weighted indexes have dominated .....»»

Category: blogSource: valuewalkApr 11th, 2018

Q1 2018 Hedge Fund Letters, Scoops, Features, Conferences And More Updated 4/10!!

Created on 4/3/18 we will be adding much more over the coming months and weeks in .....»»

Category: blogSource: valuewalkApr 10th, 2018

Over 70 Of Young Americans Can’t Serve In Military

FORECASTS & TRENDS E-LETTER by Gary D. Halbert April 10, 2018 See 2017 Hedge Fund Letters. 1. US Jobs Growth Disappointed in March 2. 71% of Young Americans Unable to Serve in Military 3. Ready, Willing But Unable to Serve […] The post Ove.....»»

Category: blogSource: valuewalkApr 10th, 2018

Hedge funds in the red again amid choppy trading conditions and weak global equity performance

Hedge funds remained in the red for second month amid choppy trading conditions and weak global equity performance See 2017 Hedge Fund Letters. Hedge funds registered their second consecut.....»»

Category: blogSource: valuewalkApr 10th, 2018

Hunting For Rotten Easter Eggs In Your Fixed Income Portfolio

Every family has its own holiday traditions; my family is no exception. One memorable Easter stands out. See 2017 Hedge Fund Letters. My brother and I awoke quite early and raced to the living room to see what the Easter […] T.....»»

Category: blogSource: valuewalkApr 8th, 2018

Blockchain To The Future

Leumi investment letter for the second quarter ended March 31, 2018; titled, “Blockchain To The Future.” See 2017 Hedge Fund Letters. .....»»

Category: blogSource: valuewalkApr 7th, 2018

How David Giroux Delivers With Much Less Risk

A rare interview with T. Rowe Price’s David Giroux. The two-time winner of Morningstar’s Allocation Fund Manager of the Year award explains how he manages market risk. See 2017 Hedge Fund Letters. Listen to the.....»»

Category: blogSource: valuewalkApr 7th, 2018

Why It’s Time To Invest In Europe

Warning signs are flashing in the U.S. market… Since 2009, the U.S. stock market has made investors a lot of money. But sooner or later, the good times have to end. See 2017 Hedge Fund Letters. Mean reversio.....»»

Category: blogSource: valuewalkApr 7th, 2018

Shareholder Activism In March 2018

Please see below a fact-sheet containing statistics on activist investments from March 2018 (click on the image itself for a clearer view). See 2017 Hedge Fund Letters. The number of c.....»»

Category: blogSource: valuewalkApr 6th, 2018