Business

S&P Global Ratings has published the first of a new series of “ESG report cards” in the U.S. public finance sector. The new report covers the New York, New Jersey, and Connecticut region and is titled “ESG U.S. Public Finance Report Card: Tri-State Region Governments And Not-For-Profit Enterprises.” Q3 2020 hedge fund letters, conferences and […]

The post ESG Risks And Opportunities In Credit Ratings appeared first on ValueWalk.

CVS, United Healthcare, Johnson & Johnson, All Invest Against Their Mission; As You Sow Offers The Online Tool Tobacco Free Funds Q3 2020 hedge fund letters, conferences and more Healthcare Employees Are Investing Retirement Funds In Tobacco Producers BERKELEY, CA—OCT. 28, 2020—As You Sow today released its “Smoke & Mirrors: Healthcare Companies Are Addicted to […]

The post Healthcare Industry Is Addicted to Tobacco  appeared first on ValueWalk.

World Bank and University of Cambridge report highlights increasing digitalisation of financial services has accelerated the pace of regulatory innovation during Covid-19 Q3 2020 hedge fund letters, conferences and more The World Bank and the Cambridge Centre for Alternative Finance (CCAF) at the University of Cambridge Judge Business School have today jointly published the results […]

The post World Bank-Cambridge Study Reveals The Impact Of Covid-19 On Financial Regulators appeared first on ValueWalk.

During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Dan Loeb’s Mickey Mouse Activism Disney. Here’s an excerpt from the episode: Q3 2020 hedge fund letters, conferences and more Dan Loeb’s Mickey Mouse Activism Disney Tobias: All right, let’s talk a little bit about Disney. Dan Loeb, fearsome activist, […]

The post Dan Loeb’s Mickey Mouse Activism At Disney appeared first on ValueWalk.

Choice Equities Fund commentary for the third quarter ended September 2020, highlighting multiple multi-baggers from each of their themes of Digital Advertising Beneficiaries and Small Cap Value Stocks. Q3 2020 hedge fund letters, conferences and more Dear Investor: I hope this letter finds you well. I am pleased to report a second consecutive quarter of […]

The post Choice Equities Fund 3Q20 Commentary appeared first on ValueWalk.

Starboard Value has increased its stake in software company ACI Worldwide above the 13D reporting threshold for the first time, making it potentially the third company the activist has targeted this month, after CEO Jeff Smith took on Corteva and ON Semiconductor at a recent conference. Starboard had previously disclosed a 1.8% stake as part […]

The post Starboard Value Increases Its Stake In ACI Worldwide appeared first on ValueWalk.

Trump and Biden debated for the second and last time in this campaign. So, who will win this election, and why gold is likely to be the biggest winner of them all? Q3 2020 hedge fund letters, conferences and more President Donald Trump and Democratic challenger Joe Biden met for the second and the last […]

The post Gold Is Likely To Win This Election appeared first on ValueWalk.

The hedge fund industry, not exactly known for its transparency, appears as though it may soon become a bit more tight-lipped. On July 10, 2020, the SEC proposed raising the minimum filing requirement of Form 13F for the first time in 40 years from $100 million to $3.5 billion. Though the dollar increase appears significant, […]

The post Divergent Impacts of the Proposed 13F Rule Change: Who Ultimately Wins? appeared first on ValueWalk.

The public is taking unreasonable risks with Tesla’s full self-driving beta test.  And these risks could potentially be deadly.  For those who don’t know, the full self-driving beta test is a rollout of software which allows select users the use of autopilot on non-highway streets. Q3 2020 hedge fund letters, conferences and more FSD beta […]

The post Tesla’s Full Self-Driving Beta Test: Is A Scary Experiment No Other Drivers Have Consented To appeared first on ValueWalk.