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Q1 Hedge fund Letters

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

Category: blogSource: valuewalkApr 16th, 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

Wilbur Ross Says China Has Run Out Of Ammo In (Trade) War [FULL TRANSCRIPT]

CNBC Transcript: Commerce Secretary Wilbur Ross Speaks with CNBC’s “Squawk Box” Today WHEN: Today, Tuesday, September 18, 2018 WHERE: CNBC’s “Squawk Box” [REITs] Q2 hedge fund letters, con.....»»

Category: blogSource: valuewalkSep 18th, 2018

Abrams Bison Investments Investor Letters

Abrams Bison Investments is a hedge fund founded in 2000 by Gavin Abrams, a value investor. In 14 years since its inception, the fund had nort.....»»

Category: topSource: insidermonkeySep 17th, 2018

Third Point Investor Presentation

Excerpt from Third Point Re’s investor presentation for the month of September 2018, discussing their “market-leading investment management.” Q2 hedge fund letters, conference, scoops etc Market-Leading Investment Manage.....»»

Category: blogSource: valuewalkSep 4th, 2018

Global Allocation Fund August 2018 Commentary – “Value funds” Are Collapsing as S&P FCF Hits 35X

Global Allocation Fund commentary for the month ended August 2018, discussing the markets reaching new maximums. Q2 hedge fund letters, c.....»»

Category: blogSource: valuewalkSep 4th, 2018

Joel Greenblatt On Big Picture Thinking – The Truth About Value Investing

In this video we’re going to talk about how you can use big picture thinking to beat the market. And we’re going to do it with the help of the famous value investor Joel Greenblatt. Q2 hedge fund letters, conference, […] The post Joel .....»»

Category: blogSource: valuewalkSep 4th, 2018

Mohnish Pabrai 5 Stock Market Investing Tips

Mohnish Pabrai 5 stock market investing tips on how to invest in stocks stock market investing tips discussed are (through 5 quotes): Q2 hedge fund letters, conference, sco.....»»

Category: blogSource: valuewalkAug 31st, 2018

Warren Buffett Bloomberg TV Interview – 8/30/18: Buy Stocks; Banks In Great Shape; No Rush On Healthcare; And More

Warren Buffett’s interview with Bloomberg TV on the 30th of August 2018, discussing his wife helping people and the stock market. Q2 hedge fund letters, .....»»

Category: blogSource: valuewalkAug 30th, 2018

Leon Cooperman: My Favorite Stock – Largo Resources LTD

For this edition of “My Favorite Stock,” Leon Cooperman discusses his most interesting stock investment: Largo Resources LTD. Q2 hedge fund letters, conference, scoops etc Leon Cooperman: My Favorite Stock – .....»»

Category: blogSource: valuewalkAug 30th, 2018

Russell 3000 Group Directors: Time To Refresh

Focus on average board tenures allows some directors to serve uninterrupted for lengthy terms. Q2 hedge fund letters, conferen.....»»

Category: blogSource: valuewalkAug 30th, 2018

OCM Supports Moratorium On Food And Agribusiness Merger

New Legislation Introduced by Senator Booker Will Hit the Pause Button on Mega-Mergers Q2 hedge fund letters, conference, scoops etc Washington,.....»»

Category: blogSource: valuewalkAug 29th, 2018

These Four Charts Show How World Trade Has Collapsed In Just One Year

Lately, nothing seems able to shake Wall Street’s bullish attitude. Q2 hedge fund letters, conference, scoops etc Investors and the mainstream continue to still ignore the w.....»»

Category: blogSource: valuewalkAug 29th, 2018

The Driverless Car Revolution Has Begun

It’s happening right now… Self-driving vehicles are on American roads. Hundreds of them are driving around Arizona as you read this article. Q2 hedge fund letters, conference, scoops etc &.....»»

Category: blogSource: valuewalkAug 28th, 2018

Bad Blood Author John Carreyrou On Elizabeth Holmes And Theranos

Jim Cramer sits down with the man who broke the story about Theranos, Bad Blood author John Carreyrou. Q2 hedge fund letters, conference, scoops etc Bad Blood Author John Carreyrou On Elizabeth Holmes And Theranos Transcript This is what hap.....»»

Category: blogSource: valuewalkAug 26th, 2018

Trump Slams Attorney General Jeff Sessions

Former Attorney General Alberto Gonzales on the feud between President Trump and Attorney General Jeff Sessions and efforts to rebuild confidence in the FBI. Q2 hedge fund letters, conference, scoops etc Pr.....»»

Category: blogSource: valuewalkAug 24th, 2018

LaSalle Receives A Competing Bid From Pebblebrook Hotel Trust

Determining what constitutes maximum shareholder value in M&A remains one of the biggest challenges facing public companies. Q2 hedge fund letters, conference, scoops etc On September 6, LaSalle Hotel Properties is scheduled to put to a.....»»

Category: blogSource: valuewalkAug 24th, 2018

Backdoor Roth IRA Conversions Are Still Alive And Well

IRA expert Ed Slott explains the workaround for high-earners who are otherwise shut out of direct Roth IRA contributions. Q2 hedge fund letters, conference, scoops etc Direct .....»»

Category: blogSource: valuewalkAug 23rd, 2018