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Q1 Hedge fund Letters

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

Category: blogSource: valuewalkApr 16th, 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

Vltava Fund 1Q18 Commentary – Of Robots And Men

Vltava Fund commentary for the first quarter March 31, 2018; titled, “Of Robots And Men.” See 2017 Hedge Fund Letters. One of the great themes of r.....»»

Category: blogSource: valuewalkApr 5th, 2018

Old School Value Nugget Fest (April 3rd Edition)

Hello from Greece. The sun is shining, the water is crystal blue, and the food is amazing. See 2017 Hedge Fund Letters. I should be unplugging from the markets, but I’m still looking for good buys. I’m the type of person [.....»»

Category: blogSource: valuewalkApr 5th, 2018

Stone House Partners Q1 Stat Sheet

Stone House Partners performance update for the quarter ended March 31, 2018. See 2017 Hedge Fund Letters. Overview Stone House is a New York based private inves.....»»

Category: blogSource: valuewalkApr 3rd, 2018

Whitney Tilson: “Why The Hell Didn’t I Listen To Charlie Munger?”

Whitney Tilson, one of the world’s most followed value investors, announced the closure of his hedge fund in September 2017. [mungrt] See 2017 Hedge Fund Letters. “If I wer.....»»

Category: blogSource: valuewalkApr 3rd, 2018

Amazon.com, Inc. (AMZN): Can – And Should – It Be Reined In?

I have a confession to make. I shop Amazon.com, Inc. (NASDAQ:AMZN). A lot. I know, I know. I’m supposed to be “the privacy guy.” The big online retailer is a data hog. See 2017 Hedge Fund Letters. But where else [&.....»»

Category: blogSource: valuewalkApr 2nd, 2018

Shareholder Proposals Have A Habit Of Persisting

Shareholder proposals, a not-much loved part of corporate democracy, have a habit of persisting. See 2017 Hedge Fund Letters. Last year, Re.....»»

Category: blogSource: valuewalkApr 2nd, 2018

Joel Greenblatt On Valuing Stocks; Is College Worth It?

The Value of College – Goldman report See 2017 Hedge Fund Letters. What if I Told You …College May not Be Worth it? The average ret.....»»

Category: blogSource: valuewalkApr 2nd, 2018