Advertisements



GreenWood Investors 3Q18 Letter: Time To Simplify

GreenWood Investors letter for the third quarter ended September 30, 2018, titled, “Time to Simplify.....»»

Category: blogSource: valuewalkOct 11th, 2018

Greenwood Investors’ Q1 2019 Investor Letter

Greenwood Investors is a New York-based hedge fund that was founded by a chartered financial analyst, Mr. Steven Wood in 2008. Since its incept.....»»

Category: topSource: insidermonkeyMay 24th, 2019

GreenWood Investors 1Q19 Letter: Building Gamma

GreenWood Investors letter to shareholders for the first quarter ended March 31, 2019, titled, “Building Gamma.” “It used to be about trying to do something. Now it’s about trying to be someone.” -Margaret Thatc.....»»

Category: blogSource: valuewalkMay 23rd, 2019

Tollymore Investment Partners May 2019 Letter – The forest and the trees: profiting from time arbitrage

Tollymore Investment Partners letter to investors for the month of May 2019. Dear partners, Three-year investment results The investment portfolio managed according to Tollym.....»»

Category: blogSource: valuewalkMay 14th, 2019

Ackman Letter: 2019 An “Optimal” Time For Fannie Mae Reform

Pershing Square 2018 letter to investors Following a difficult 2018 driven primarily by a lack of progress on housing finan.....»»

Category: blogSource: valuewalkMar 25th, 2019

Investors Management Corporation 2017 Annual Letter – Investing Like an Industrialist

Investors Management Corporation annual letter for the year ended December 31, 2017. Long-time readers are likely familiar with Connor Leonard, but for those who don’t know him, Connor is a good friend of mine who runs the public securities portfolio.....»»

Category: blogSource: valuewalkApr 24th, 2018

GreenWood Investors 1Q18 Letter: A Builder’s Approach To Public Markets

GreenWood Investors letter for the first quarter ended April 30, 2018;titled, “A Builder’s Approach To Public Markets.” Q1 hedge fund letters, conference, scoops etc, Also read Lear Capital A Builder’s .....»»

Category: blogSource: valuewalkMay 11th, 2018

Crescat Capital Q1: Why China And The Yuan Are Going To Burst Big Time

Crescat Capital Q1 letter to investors below on China With the Fed locked into a rate hike and quantitative tightening plan in the face of rising inflationary pressures in the US, the next several months and quarters should prove an [R.....»»

Category: blogSource: valuewalkMay 12th, 2018

Letter to BS: Investors shun bonds of banks under RBI"s PCA

For the first time, even the government guarantee is being viewed warily by promoters who wish to study their liquidity ratings and credit worthiness before investing.....»»

Category: topSource: business-standardMay 20th, 2018

Q3 2018 Letter: Time To Simplify

Q3 2018 Letter: Time To Simplify.....»»

Category: topSource: seekingalphaOct 15th, 2018

The Tell: Dennis Gartman: ‘It is time to sell... finally’

When we checked in with Dennis Gartman of the Gartman Letter back in the summer, he wrote about how investors could potentially see “stunning” gains that carry the Dow Jones Industrial Average past 30,000. He’s not so bullish these days......»»

Category: topSource: marketwatchNov 8th, 2018

Third Point 3Q18 Investor Letter: The Good Place

Third Point letter to investors for the third quarter ended September 30, 2018. Review and Outlook In the hit NBC television show The Good Place, (spoiler alert!) the audience is led to believe that a group of people w.....»»

Category: blogSource: valuewalkNov 9th, 2018

GreenWood Investors 4Q18 Letter: Criteo’s Expectations Gap

GreenWood Investors letter for the fourth quart.....»»

Category: blogSource: valuewalkJan 15th, 2019

Dan Loeb 2018 Letter: Equity Exposure Down As CB Pull Away The Koolaid

Dan Loeb Q4 2018 letter to investors Third Point’s Offshore Fund lost -11.9% during the Fourth Quarter, bringing returns for 2018 to -11.3%. This was the fourth time in 24 years that we sustained a loss of.....»»

Category: blogSource: valuewalkFeb 21st, 2019

Be cautious as S&P nears all-time high - Tomasulo

The S&P 500 neared a record high Tuesday. Vespula Capital CEO Jeff Tomasulo tells Reuters' Fred Katayama the risk for investors are to the downside, so he recommends buying commodities on the dips......»»

Category: videoSource: reuters3 hr. 57 min. ago

India’s Exotic Funds Are a $40 Billion Time-Bomb for Investors

Explosive growth in alternative investment vehicles is storing up future trouble for middle-class investors......»»

Category: topSource: washpost20 hr. 57 min. ago

Fred Liu & Steven Wood: What’s Up At Zooplus, TripAdvisor & Berkshire?

This video with Hayden Capital’s Fred Liu and GreenWood Investors’ Steven Wood is pa.....»»

Category: blogSource: valuewalkJun 17th, 2019

Foreign Companies Can List on a Chinese Stock Exchange for the First Time

It's a new opportunity to diversity for trade war-weary investors. .....»»

Category: europeSource: fortuneJun 17th, 2019

Stocks open slightly higher as investors await this week"s Fed meeting

This is a Real-time headline. These are breaking news, delivered the minute it happens, delivered ticker-tape style. Visit www.marketwatch.com or the quote page for more information about this breaking news......»»

Category: topSource: marketwatchJun 17th, 2019

Investors Real Estate Trust started at outperform with $68 stock price target at BMO Capital

This is a Real-time headline. These are breaking news, delivered the minute it happens, delivered ticker-tape style. Visit www.marketwatch.com or the quote page for more information about this breaking news......»»

Category: topSource: marketwatchJun 14th, 2019

Only 3 Defensive Utility Stocks Are Considered Cheap With Big Upside

Even with indexes back within striking distance of their all-time highs. Some investors remain quite cautious and are looking for cheaper stocks with more predictable earnings, dividend yields and........»»

Category: blogSource: 247wallstJun 13th, 2019