Business

 Your portfolio is like a bar of soap…the more you handle it the smaller it gets. Q2 2020 hedge fund letters, conferences and more Fidelity Magellan Fund (MUTF:FMAGX) was one of the top performing mutual funds in the US between 1977 and 1990. It was managed by legendary investor Peter Lynch, who popularized the concept […]

The post The Behavior Gap appeared first on ValueWalk.

A comment from Giles Coghlan, Chief Currency Analyst at HYCM, reacting to Chancellor Rishi Sunak’s ‘Winter Economy Plan’, and discussing what this is likely to mean for investors and the financial markets. The comment is based on what the Chancellor is likely to announce. Q2 2020 hedge fund letters, conferences and more Comment On Rishi […]

The post Markets React To Rishi Sunak’s ‘Winter Plan’ appeared first on ValueWalk.

2021 might bring a real estate crash, but analyzing the last crash of 2009 and what the FED is doing, it is more likely we see inflation increasing real estate prices rather than collapsing them. [reit] Q2 2020 hedge fund letters, conferences and more The real estate market is in the following situation: undersupply in […]

The post Real Estate Crash Ahead or Inflation Hedge appeared first on ValueWalk.

Tesla’s highly anticipated battery day is now in the books, and many investors have been selling the news today. At least one analyst slashed his price target for Tesla stock following the event, while at least one analyst upgraded it to Buy. Q2 2020 hedge fund letters, conferences and more New technology that was announced […]

The post Analysts weigh in on Tesla’s battery day event: Causes for concern? appeared first on ValueWalk.

Whitney Tilson’s email to investors discussing the latest on Nikola, the stock is headed to zero; Big Ideas 2020. Q2 2020 hedge fund letters, conferences and more The Latest On Nikola 2) All sorts of breaking news on electric-vehicle maker Nikola (NKLA)… From a friend: It’s never a good sign when someone who is under […]

The post Whitney Tilson: Nikola’s Stock Is Headed To Zero appeared first on ValueWalk.

Whitney Tilson’s email to investors discussing Tesla‘s Battery Day; Doug Kass re-shorts Tesla; how similar is the VW ID.4 to the Tesla Model Y? Q2 2020 hedge fund letters, conferences and more Doug Kass On Tesla’s Battery Day 1) Neither was Doug Kass wasn’t impressed with Tesla’s Battery Day : Back Short Tesla After what […]

The post Doug Kass Not Impressed With Tesla’s Battery Day appeared first on ValueWalk.

Commenting on Nike’s Q2 2020 and its booming online sales, and today’s trading Gorilla Trades strategist Ken Berman wrote in a note to investors: Q2 2020 hedge fund letters, conferences and more Nike’s Booming Online Sales The major indices are all trading lower at midday following a mixed start to the session, as selling resumed […]

The post Nike’s Q2 Online Sales Booming Its Bottom Line appeared first on ValueWalk.

Financial statement updates for the third and pre-election quarter will begin soon. Corporate growth is falling very broadly and on average. Only a few of the largest companies are recording a sales growth improvement in the recent second quarter update now complete. Q2 2020 hedge fund letters, conferences and more The third quarter will give […]

The post Finding Growth Stocks in the Teeth of a Bear Market appeared first on ValueWalk.

New rules will increase material risk to corporations Q2 2020 hedge fund letters, conferences and more BERKELEY, CA—SEPT. 23, 2020—The Trump administration’s U.S. Securities and Exchange Commission (SEC) today voted to reduce shareholders’ right to raise material issues of concern to be voted on at corporate annual meetings. This rule change is intended to curb […]

The post SEC Approves New Rules to Crush Shareholder Voices appeared first on ValueWalk.