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Kerrisdale Capital is short shares of AtriCure, Inc. Q2 2020 hedge fund letters, conferences and more We are short shares of AtriCure, a $1.9bn medical device company that manufactures and sells ablation equipment used in the surgical treatment of atrial fibrillation (AF). At about 7x forward revenues, AtriCure’s valuation implies that the company’s outlook is […]

The post Kerrisdale: AtriCure Inc. (ATRC) Revenue Growth is Set to Short-Circuit appeared first on ValueWalk.

Whitney Tilson’s email to investors discussing SPAC Investment Summit on October 8; General Motors extends talks on Nikola deal; Spruce Point short report on Sunnova Energy. Q2 2020 hedge fund letters, conferences and more SPAC Investment Summit 1) I’m going to be writing quite a bit in upcoming e-mails about special purpose acquisition companies (“SPACs“). […]

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During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Berkshire Hathaway Versus S&P 500. Here’s an excerpt from the episode: Q2 2020 hedge fund letters, conferences and more Berkshire Hathaway Versus S&P 500 Tobias: Berkshire Hathaway versus S&P 500. Bill: I don’t know. Tobias: Anybody want to take a […]

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CNBC Exclusive: CNBC’s Scott Wapner Interviews Chamath Palihapitiya From CNBC Institutional Investor Delivering Alpha Conference Q2 2020 hedge fund letters, conferences and more WHEN: Today, Wednesday, September 30th   Realtime Transcription by www.RealtimeTranscription.com   TYLER MATHISEN: Well, it was mentioned in the previous segment there, but you can’t talk about investing in the year 2020 […]

The post Chamath Palihapitiya At Delivering Alpha Conference “Not a single extra dollar should” go to bailout big firms appeared first on ValueWalk.

CNBC Exclusive: CNBC’s David Faber interviews Yasir Al-Rumayyan, Stephen Schwarzman And Robert Smith from CNBC Institutional Investor Delivering Alpha Conference Q2 2020 hedge fund letters, conferences and more WHEN: Today, Wednesday, September 30th WHERE: CNBC Institutional Investor Delivering Alpha Conference Realtime Transcription by www.RealtimeTranscription.com Interview with Yasir Al-Rumayyan, Stephen Schwarzman And Robert Smith DAVID FABER:  […]

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First on CNBC: CNBC transcript: National Economic Council Director Larry Kudlow speaks with CNBC’s “Squawk On The Street” today discussing that we will rebuild prosperity. Q2 2020 hedge fund letters, conferences and more   We will rebuild prosperity: Larry Kudlow V-shaped recovery is very much intact: Larry Kudlow All references must be sourced to CNBC. […]

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Investors tracking the Asian markets keep a close watch on the Hang Seng Index, which tracks the 50 largest companies in Hong Kong

The post Hang Seng Index declines amid growing coronavirus concerns appeared first on ValueWalk.

OMV stock is one not to buy despite the 5.6% dividend yield! Why not to buy OMV stock? Here are the reasons: Q2 2020 hedge fund letters, conferences and more high competition small shareholder reward government owned – other priorities? internal transactions leave it to pension funds! If it falls again 50% sometimes in the […]

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