Business

Whitney Tilson’s email to investors discussing Reed Hastings’ new book and interviews; Winning championships by having only stars on your team; Hastings Deems Remote Work ‘a Pure Negative’; Silicon Valley’s Culture Clash; Doug Kass: What Does Etsy Tell You About Tesla?; Insider trading at Tesla? Q2 2020 hedge fund letters, conferences and more Reed Hastings’ […]

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Every week, Benzinga conducts a survey to collect sentiment on what traders are most excited about; interested in; or thinking about when they are managing and building their personal portfolios. Q2 2020 hedge fund letters, conferences and more This week we posed the following question related to 5 popular exchange-traded funds (ETFs): Over the next […]

The post Which ETF Will Grow the Most Over The Next 5 Years? appeared first on ValueWalk.

The bulls responded with an upswing, which I saw as probable to happen. Is the sharp correction over now? Thus far, my answer remains the same as yesterday – in terms of prices, the worst is likely behind us, in terms of time, we have a way to go still. Q2 2020 hedge fund letters, […]

The post S&P 500 Recovery from the Sharp Correction Goes On appeared first on ValueWalk.

ValueWalk’s coverage of the he 8th Annual Sohn Hong Kong Virtual Investment Leaders Conference presented by the Karen Leung Foundation can be found below. The Karen Leung Foundation is proud to present the 8th Annual Sohn Hong Kong Virtual Investment Leaders Conference as a part of the virtual SohnX initiative. As with every year, the […]

The post Notes From Sohn Hong Kong 2020: Longs And Shorts appeared first on ValueWalk.

Overall, corporate growth fell as reported by second quarter 2020 financial statements submissions and extending a declining trend that began in the last quarter of 2018. The gross profit margin has dropped for the fourth consecutive quarter both on average and more frequently. This is a highly correlated factor that has been a reliable predictor […]

The post Buy Intuit Inc. (INTU): Strong Reversal Last Quarter appeared first on ValueWalk.

There was quite a bit of talk about Tesla stock being excluded from the S&P 500 when the committee did its quarterly rebalancing. However, the committee didn’t explain why it excluded Tesla stock from the S&P 500. As a result, we are left speculating about the reasons. Q2 2020 hedge fund letters, conferences and more […]

The post This could be why Tesla stock was excluded from the S&P 500 appeared first on ValueWalk.

A couple of weeks ago, I wrote that it was time to hedge Tesla Inc (NASDAQ:TSLA) again. In that piece, I included this video, showing that, although Tesla Inc was too expensive to hedge with puts by February, it wasn’t too expensive to hedge with an optimal collar.   Crash Protection Kicks In For Tesla The […]

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Since the Federal Housing Finance Agency proposed the capital rule for Fannie Mae and Freddie Mac at 4%, the housing finance market has been in an uproar. Numerous experts have come forward and said that it’s too high. Q2 2020 hedge fund letters, conferences and more The government-sponsored enterprises themselves even publicly disagreed with it, […]

The post Here’s where Fannie Mae’s capital rule will be finalized at (not 4 percent) appeared first on ValueWalk.