Business

Signs of a resurgence close out a difficult six months for activist investors, according to Activist Insight Monthly’s Half-Year Review, produced in association with Olshan Frome Wolosky.  Q2 2020 hedge fund letters, conferences and more   The Impact Of The Coronavirus Pandemic On Activist investing Activist investing took a hit from the coronavirus pandemic as […]

The post Shareholder Activism During Covid-19 appeared first on ValueWalk.

Without question, the economic impact caused by COVID-19 has rocked companies and consumers across the globe. Big companies are drawing heavily on credit lines. Mom and pop shops are struggling to stay afloat, despite the government funding small business loans to the tune of $659 billion, of which $130 billion is still unclaimed. Companies are […]

The post How Banks Can Mitigate Credit Losses appeared first on ValueWalk.

Tesla stock skyrocketed 14% on Monday on speculations that it will be added to the S&P 500. However, the shares plunged into the red briefly in the afternoon in a wild day of trading before climbing back into the green before the market closed. Q2 2020 hedge fund letters, conferences and more Tesla stock approaches […]

The post Tesla stock whipsaws amid S&P 500 speculations appeared first on ValueWalk.

Wayfair stock declined on Friday after allegations that the company was selling pricey furniture on its website for the purpose of sex trafficking. The shares are up by less than 1% today after the company denied the allegations on Friday. Q2 2020 hedge fund letters, conferences and more Wayfair stock hit by sex trafficking allegation […]

The post Wayfair denies sex trafficking allegation appeared first on ValueWalk.

The current earnings reports that begin rolling out this week will be among the most important since the financial crisis, if not even before that.  To explain why, let us start with some background data.  Exhibit 1 plots the three major stock market indexes from the start of the year through the close on July […]

The post A Really Big Earnings Season appeared first on ValueWalk.

Commenting on the coming volatile earnings season and today’s trading Gorilla Trades strategist Ken Berman said: Q2 2020 hedge fund letters, conferences and more The major indices are all trading significantly higher at midday, as stocks continued higher this morning following Friday’s encouraging rally on Wall Street. The Nasdaq hit yet another all-time high in […]

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Many Americans are constantly checking the status of a second round of stimulus checks from the IRS. There hasn’t been anything concrete yet, but lawmakers and White House officials have been commenting on what they want to see in the phase four stimulus package. There is a chance that a second stimulus check will be […]

The post Status on a second IRS stimulus check: still unknown appeared first on ValueWalk.

At the 2019 Daily Journal Annual Meeting Charlie Munger challenged his audience with a question. Q2 2020 hedge fund letters, conferences and more An investment house asked its brightest young minds to offer their best ideas for market-beating returns. They confidently applied those best ideas. In Charlie’s words, “It failed utterly.” Shocked and incredulous, they […]

The post Charlie Munger’s Guide to the Perplexed appeared first on ValueWalk.

Logos LP’s monthly commentary for the month of July 2020, titled, “All These Worries,” discussing the recovery’s shape. Q2 2020 hedge fund letters, conferences and more Stocks rose Friday as news about a potential coronavirus treatment increased hope for an economic recovery following the outbreak. Tech stocks also continued their hot streak. Gilead Sciences said […]

The post Logos LP July Commentary Up 45% YTD: All These Worries appeared first on ValueWalk.