Business

A few months ago I read an article where someone expressed their hope that tobacco giant Altria Group Inc (NYSE:MO) goes to zero. I did not link to this controversial opinion, in order to discourage that. Q2 2020 hedge fund letters, conferences and more Altria Group Inc manufactures and sells cigarettes, smokeless products, and wine […]

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The Supreme Court has decided to hear the Collins case lawsuit involving Fannie Mae and Freddie Mac in December. That lawsuit could provide some major breakthroughs for all the litigation involving Fannie Mae and Freddie Mac. Q2 2020 hedge fund letters, conferences and more Odeon Capital hosted a conference call with Brian Barnes of Cooper […]

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An interesting contrast was drawn on September 15, 2020 between Lennar’s (LEN) earnings call and statistics on revenue per employee at Apple Corporation (AAPL). Lennar described strong growth out into the future in a measured way, because they believe that the prior decade created a home supply deficit due to underbuilding. The same week, Bloomberg […]

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Commenting on the fears of a gloomy autumn and today’s trading Gorilla Trades strategist Ken Berman said: Q2 2020 hedge fund letters, conferences and more The Fears Of A Gloomy Autumn The major indices are mixed and flat at midday despite a broadly bullish start to the day on Wall Street. The worrisome European COVID […]

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Veraison Capital and Cobas Asset Management landed a victory at Aryzta’s special meeting last week, with all of their proposals approved by the Swiss bakery chain’s shareholders. The activists saw all three of their director nominees installed on the board, including former Aryzta executive Urs Jordi, who took over as chairman. The company’s CEO Kevin […]

The post Grenke Refutes Short Seller’s Claims, Shares Decline appeared first on ValueWalk.

(Ep.84) The Acquirers Podcast: Larry Swedroe – Shrinking Alpha: Swedroe On His New Book The Incredible Shrinking Alpha Q2 2020 hedge fund letters, conferences and more In this episode of The Acquirers Podcast Tobias chats with Larry Swedroe. He’s the author of a brand new book called The Incredible Shrinking Alpha. He’s also the Chief […]

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Whitney Tilson’s email to investors discussing Nikola Founder Trevor Milton resigns; Has the bubble burst?; SEC gives more investors access to private equity, hedge funds. Q2 2020 hedge fund letters, conferences and more Nikola Founder Trevor Milton Resigns 2) Breaking news this morning on electric-truck maker Nikola (NKLA): Nikola Founder Trevor Milton Resigns as Executive […]

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Tesla is holding its battery day tomorrow, so analysts and experts have been writing about what they expect to see. The event is scheduled for tomorrow after closing bell. The battery day event was originally scheduled for April, but Tesla had to postpone it due to the COVID-19 pandemic. Q2 2020 hedge fund letters, conferences […]

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