Business

There is systemic underproduction of electricity by solar assets in the US. This is largely driven by unreliable energy estimates and an industry wide bias towards aggressive assumptions. Q2 2020 hedge fund letters, conferences and more As the solar industry matures, investors are becoming increasingly focused on emergent risks for the asset class such as […]

The post Massif Capital: Concerning Frequency in Underperforming Solar Assets appeared first on ValueWalk.

CNBC exclusive: CNBC excerpts: Uber CEO Dara Khosrowshahi Speaks With CNBC’s “Squawk On The Street” Today WHEN: Today, Friday, August 7th WHERE: CNBC’s “Squawk on the Street” Q2 2020 hedge fund letters, conferences and more Following are excerpts from the unofficial transcript of a CNBC EXCLUSIVE interview with Uber CEO Dara Khosrowshahi on CNBC’s “Squawk […]

The post Uber CEO Khosrowshahi On Uber Eats And The Recovery appeared first on ValueWalk.

Negotiators are having discussions daily to develop a consensus on the next coronavirus relief package. Despite agreeing to a timeline (for this week), it seems the coronavirus stimulus check talks could end up in failure. The two sides – Democrats and Republicans – are still far apart and have major differences. Q2 2020 hedge fund […]

The post Coronavirus stimulus check talks on brink of collapse? appeared first on ValueWalk.

Lawmakers continue to play the blame game over the delay in the next coronavirus relief package. It’s been over ten days since the GOP unveiled its HEALS Act. Still, no deal has been reached. Late Tuesday, Senate Majority Leader Mitch McConnell slammed House Speaker Nancy Pelosi and blamed her for holding up the second coronavirus […]

The post Pelosi’s ‘bizarre unrelated things’ holding up second coronavirus stimulus deal appeared first on ValueWalk.

Whitney Tilson’s email to investors discussing a special place in hell for Purdue Pharma and Mallinckrodt; Lights Out: Pride, Delusion, and the Fall of General Electric; The world’s best-performing large-cap stock; Global Entry open to New Yorkers again. Q2 2020 hedge fund letters, conferences and more A Special Place In Hell For Purdue Pharma And […]

The post A Special Place In Hell For Purdue Pharma And Mallinckrodt appeared first on ValueWalk.

Dan Loeb Q2 2020 letter to investors discusses some new positions in Chinese securities. Dear Investor: During the Second Quarter, Third Point returned 10.8% in the Offshore Fund and 13.6% in the Ultra Fund. Following further gains last month, we have substantially reduced losses incurred during the First Quarter, bringing year-to-date losses for the Offshore […]

The post Dan Loeb Opens New Chinese Equity Positions In Q2 Letter appeared first on ValueWalk.

June was another good month for hedge funds, although not as good as May. The Eurekahedge Hedge Fund Index gained 1.38% in June as the global equity market drove gains among hedge funds. However, hedge funds underperformed the MSCI ACWI IMI, which was up 2.7% for June. The tech-heavy NASDAQ was up 4.05% in June, […]

The post A Solid Month For Most Hedge Funds appeared first on ValueWalk.

The federal unemployment benefit of $600 per week officially expired on July 31. With coronavirus cases spiking again and unemployment numbers nowhere near the comfort zone, there is an urgent need for the next coronavirus stimulus bill even if checks for the broader population. Lawmakers are still far apart on what should be included in […]

The post White House open to strike coronavirus stimulus deal without liability shield appeared first on ValueWalk.

Stanphyl Capital letter to investors for the month ended July 31, 2020, discussing that Tesla Inc (NASDAQ:TSLA) will lose money again in 2020, exlcuding the sunsetting emission credit sales. Q2 2020 hedge fund letters, conferences and more Tesla Set To Lose Money Again In 2020 We remain short Tesla Inc. (TSLA), which I still consider […]

The post Tesla’s Profits From Emission Credit Sales Will Disappear appeared first on ValueWalk.