Business
Which E-Commerce Stock Will Grow The Most By 2025

Every week, Benzinga conducts a sentiment survey to find out what traders are most excited about, interested in or thinking about as they manage and build their personal portfolios via stocks, options and forex trading. This week we posed the following question to over 500 investors and traders: Over the next five years, which e-commerce […]
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Read MoreHumility Produces Alpha

3Not only so, but we also glory in our sufferings, because we know that suffering produces perseverance; 4perseverance, character; and character, hope. 5And hope does not put us to shame. (Romans 5:3-5) Q3 2020 hedge fund letters, conferences and more Joe Kennedy was getting his shoes shined in 1929 and the shoeshine boy was giving him stock tips. Think of […]
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Read MoreThis hedge fund is targeting the investor other funds don’t want

Most hedge funds are trying to grow as large as they can with as many assets under management as possible, but one fund is bucking the trend. Fate Capital is just starting up, and it was founded with the average investor in mind—rather than just high net worth individuals. Q3 2020 hedge fund letters, conferences […]
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Read MoreCadence Design Systems: Margin Pressure but Lots of Cash

The Broad Market Index was down 0.53% last week and 61% of stocks out-performed the index. The third quarter financial statement update is underway now with 90 companies reporting last week. It is still too early to perform a macro analysis but interesting that those 90 names generated 19 buys and 4 sells. Q3 2020 […]
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Read MoreEinhorn Warns “This may rank among the most perilous times, absent war, in modern American history” (Q3 Letter)

David Einhorn’s Q3 2020 letter to investors. Dear Partner:The Greenlight Capital funds (the “Partnerships”) returned 5.9%1 in the third quarter compared to 8.9% for the S&P 500 index.We have always ended our quarterly letters with a quote that may or may not have something to do with the rest of the letter. This quarter, we […]
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Read MoreFarnam Street October 2020 Letter: Even Professional Investors Are Neglecting Investment Hygiene

Farnam Street Investments letter to investors for the month ended October 2020, titled, “The Day You Became a Better Investor,” discussing the investment hygiene checklist. Q3 2020 hedge fund letters, conferences and more This client letter is really a reminder to myself to appreciate the blocking and tackling of sound decisionmaking. It may help others […]
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Read MoreExperts Agree Bill Ackman is the Paris Hilton of Finance Management Fees

A group of fashion experts recently put out an extraordinary report depicting how Bill Ackman is the Paris Hilton of finance management fees. “After spending almost two whole minutes on the subject, we came to the unanimous conclusion that William “Bill” Ackman is the Paris Hilton of the finance management fees,” Dr. Annie Position stated. […]
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Read MoreArquitos Capital Management 3Q20 Commentary: MMAC Is Undervalued

Arquitos Capital Management commentary for the third quarter ended September 2020, discussing how their historical holdings MMA Capital (MMAC), Westaim (WED.V), and Enterprise Diversified (SYTE) are historically undervalued. Q3 2020 hedge fund letters, conferences and more There is nothing noble about being superior to your fellow man; true nobility is being superior to your former […]
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Read MoreGreenWood Investors: Sustainability & A Kick A$$ Culture

This article is the second of a 6-part series examining how the drivers of value creation are the same as sustainability drivers. We outline these drivers in 6 posts to show how recent ESG efforts to define business sustainability fall very short. Q3 2020 hedge fund letters, conferences and more In our first in the […]
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