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Q1 Hedge fund Letters

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

Category: blogSource: valuewalkApr 16th, 2018

Hedge Funds Aren’t Crazy About Innoviva, Inc. (INVA) Anymore

As we already know from media reports and hedge fund investor letters, many hedge funds lost money in October, blaming macroeconomic conditi.....»»

Category: topSource: insidermonkeyDec 14th, 2018

Do Hedge Funds Love Spectrum Brands Holdings, Inc. (SPB)?

As we already know from media reports and hedge fund investor letters, many hedge funds lost money in October, blaming macroeconomic conditi.....»»

Category: topSource: insidermonkeyDec 13th, 2018

BrightSphere Investment Group plc (BSIG) Hedge Funds Are Snapping Up

As we already know from media reports and hedge fund investor letters, many hedge funds lost money in October, blaming macroeconomic conditi.....»»

Category: topSource: insidermonkeyDec 13th, 2018

Hedge Funds Are Dumping Kimberly Clark Corporation (KMB)

As we already know from media reports and hedge fund investor letters, many hedge funds lost money in October, blaming macroeconomic conditi.....»»

Category: topSource: insidermonkeyDec 12th, 2018

Hedge Funds Are Betting On Pentair plc (PNR)

As we already know from media reports and hedge fund investor letters, many hedge funds lost money in October, blaming macroeconomic conditi.....»»

Category: topSource: insidermonkeyDec 12th, 2018

Is Arch Coal, Inc. (ARCH) Going to Burn These Hedge Funds?

As we already know from media reports and hedge fund investor letters, many hedge funds lost money in October, blaming macroeconomic conditi.....»»

Category: topSource: insidermonkeyDec 12th, 2018

Is Southwest Airlines Co. (LUV) A Good Stock To Buy?

As we already know from media reports and hedge fund investor letters, many hedge funds lost money in October, blaming macroeconomic conditi.....»»

Category: topSource: insidermonkeyDec 9th, 2018

Is Celanese Corporation (CE) A Good Stock To Buy?

As we already know from media reports and hedge fund investor letters, many hedge funds lost money in October, blaming macroeconomic conditi.....»»

Category: topSource: insidermonkeyDec 9th, 2018

Is Lululemon Athletica inc. (LULU) Going to Burn These Hedge Funds?

As we already know from media reports and hedge fund investor letters, many hedge funds lost money in October, blaming macroeconomic conditi.....»»

Category: topSource: insidermonkeyDec 8th, 2018

Mark Mobius Take On Investment In India

Mark Mobius (Founding partner, Mobius Capital Partners) shared his take on investment in India from an emerging markets‘ frame of reference. Mark Mobius Take On Investment In India Q3 hedge fund letters, conference, scoops etc .....»»

Category: blogSource: valuewalkDec 7th, 2018

Is Southwest Airlines Co. (NYSE:LUV) A Good Stock To Buy?

As we already know from media reports and hedge fund investor letters, many hedge funds lost money in October, blaming macroeconomic conditi.....»»

Category: topSource: insidermonkeyDec 6th, 2018

Is JBG SMITH Properties (NYSE:JBGS) A Good Stock To Buy After Amazon HQ2 Announcement?

As we already know from media reports and hedge fund investor letters, many hedge funds lost money in October, blaming macroeconomic conditi.....»»

Category: topSource: insidermonkeyDec 5th, 2018

Clarus Corporation (NASDAQ:CLAR): Hedge Fund Sentiment Unchanged

As we already know from media reports and hedge fund investor letters, many hedge funds lost money in October, blaming macroeconomic conditi.....»»

Category: topSource: insidermonkeyDec 3rd, 2018

Higher Rates Are Killing The U.S. Housing Market

Excerpt from Stanphyl Capital’s letter for the month of November 2018, discussing the higher rates are already killing the U.S. housing market. Q3 hedge fund letters, conference, scoops etc As noted i.....»»

Category: blogSource: valuewalkDec 3rd, 2018

Mohnish Pabrai On The Ten Commandments Of Investment Management

Presentation and Q&A with Mohnish Pabrai on the ten commandments of investment management. Mohnish Pabrai: The Ten Commandments Of Investment Management Q3 hedge fund letters, conference, scoops etc Transcript Well Arvind it’s alw.....»»

Category: blogSource: valuewalkOct 16th, 2018

Warren Buffett on How And Why Small Business Can Beat Large Business

Warren Buffett on how can a small business compete with large business. Q3 hedge fund letters, conference, scoops etc Transcript .....»»

Category: blogSource: valuewalkOct 15th, 2018

Warren Buffett’s View On Philanthropy

Warren Buffett on the current state of philanthropy and raising money for on an emotional basis. Buffets View On Philanthropy And Raising Money For On An Emotional Basis Q3 hedge fund letters, conference.....»»

Category: blogSource: valuewalkOct 12th, 2018

Jeremy Siegel Goes Bearish?! Says, Rising Rates Are A Major Impediment For Stocks

Professor Jeremy Siegel of the Wharton School says rising rates are a major impediment for stocks and the market. H/T dataroma Jeremy Siegel: Rising Rates Are A Major Impediment For Stocks Q3 hedge fund letters, conference, scoops etc Transcript We.....»»

Category: blogSource: valuewalkOct 9th, 2018

High yield corporates show significant refinancing needs in coming years, potentially under adverse future financing conditions

LISI investment letter for the fourth quarter of 2018, titled, “A Tale Of Two Perspectives.” Q3 hedge fund letters, conference, scoops etc A chasm has formed in the US between two perspectives so far apart that reconciliation see.....»»

Category: blogSource: valuewalkOct 9th, 2018

Ron Baron Predicts Tesla Will Have $1 Trillion In Revenue In 12 Years

Big Elon Musk fan Ron Baron believes Tesla Inc. (NASDAQ:TSLA) could have $1 trillion in revenue by 2030. Billionaire Ron Baron predicts Tesla will have $1 trillion in revenue Q2 hedge fund letters.....»»

Category: blogSource: valuewalkOct 3rd, 2018