Business

A Golden Age For Growth Investing In the past decade, Growth Investing has come of age. One of the investment firms at the vanguard of this trend is Scotland-based Baillie Gifford. Their incredible success has given many traditional value managers pause for thought. Q4 2020 hedge fund letters, conferences and more Recently, one of the […]

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Most likely, you will find the sum of trades you trusted, had a hunch about, and liked, to be the losing ones. And the ones you doubted maybe even skipped taking, to be the large winners. Intuition isn’t worth a dime in trading. The only way to succeed is process. Over time, in turn, you […]

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Whitney Tilson’s email to investors discussing Greensill Capital, Softbank and cooking the books. Q4 2020 hedge fund letters, conferences and more Greensill Capital Blows Up And Files For Insolvency Protection 1) U.K.-based supply chain finance company Greensill Capital blew up last week and filed for insolvency protection on Monday. Here’s a Bloomberg article about it: […]

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Although it is a common misconception that the gold spot price and the stock market always trade inversely, looking at ratios and relationships between assets is immensely helpful. There are so many to consider because they all offer you a glimpse of where your investments may move based on historical trends. Of the major asset […]

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SPAC IPOs break all time annual volume record 10 weeks into 2021 Q4 2020 hedge fund letters, conferences and more SPAC IPOs Through March 11, 258 global special purpose acquisition company (SPAC) IPOs have been brought to market, surpassing the full year annual record of 256 set during 2020 in just 10 weeks. Global SPAC […]

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Ever since GameStop Corp. (NYSE:GME) pulled off a Melvinator, I have had various short vol GME option trades on. Often, this was some combination of deep out of the money (OTM) strike puts and a smattering of even further OTM calls. Yes, I know I said that shorting “Project Zimbabwe” is suicide and maybe I […]

The post Can’t Stop Selling GameStop Corp (NYSE:GME) Vol… appeared first on ValueWalk.

Logica Absolute Return Fund and Logica Tail Risk Fund commentary for the month ended February 2021. Q4 2020 hedge fund letters, conferences and more Logica Absolute Return (LAR) – Upside/Downside Convexity – No Correlation Tactical/dynamic balanced Put/Call allocation – Symmetric Straddle Logica Tail Risk (LTR) – Max Downside Convexity – Strong Negative Correlation Tactical/dynamic downside […]

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Special purpose acquisition vehicles are offering opportunities for activist investors on both the long side and the short, as my in-depth article for Activist Insight Online highlighted. Q4 2020 hedge fund letters, conferences and more Frauds Related To SPACs Activists like Bulldog Investors, Third Point Partners, and Starboard Value have used their reputations to raise money […]

The post Bill Ackman Eyeing A Second SPAC For Pershing Square appeared first on ValueWalk.

An options trading simulator allows you to practice trading options in real time without actually spending any real money. Options trading can be a very profitable strategy, but you have to know what you’re doing. Trading options enables you to profit by investing a set amount and betting on whether you think a stock price […]

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