Business

Broyhill Asset Management’s commentary for the fourth quarter ended December 2020, discussing their new position in Equity Commonwealth. [soros] Q4 2020 hedge fund letters, conferences and more For the year ending December 31, 2020, Broyhill generated positive returns that varied widely depending on individual account asset allocations, legacy positions, and capital flows. Detailed quarterly reports, […]

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Warren Buffett didn’t have a stellar year in 2020, but he did have some good stock picks as usual. Several of the stocks held by Buffett’s Berkshire Hathaway beat the S&P 500 last year, including Liberty Global, General Motors, Amazon and Apple. The firm’s latest 13F filing reveals more details on what changes Buffett made […]

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Greenhaven Road Partners Fund commentary for the fourth quarter ended December 31, 2020. Q4 2020 hedge fund letters, conferences and more Dear Fellow Investors, Performance Update The Greenhaven Road Partners Fund returned 24% in the fourth quarter, bringing the full year returns to approximately 31%. 2020 marked the third year of operations for the Partners […]

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The Powell inspired, coinciding (have your pick) S&P 500 stop run is almost history now, with the futures trading over 3,880 again as we speak. No surprise here, but since the long-term Treasuries plunge went on largely unabated, that‘s concerning.Even if not now as in right away, TLT and TLH have to power to trouble […]

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Whitney Tilson’s email to investors discussing Workhorse Group Inc (NASDAQ:WKHS) blows up; Buffett and Berkshire get busy; the king of SPACs wants you to know he’s the next Warren Buffett. Q4 2020 hedge fund letters, conferences and more Workhorse Blows Up 1) Another day, another blowup of one of the stocks I’ve warned my readers […]

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What a day that was. What started off looking like a sea of red not seen in months ended with the Dow and S&P in the green. Q4 2020 hedge fund letters, conferences and more Powell Eases The Fears Of The Masses It was an overdue plummet- at least that’s what I thought at the […]

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A hedge fund is a pooled investment fund that invests in relatively liquid assets. It employs several strategies to earn active returns for investors. Despite the coronavirus pandemic, the top 20 best-performing hedge funds earned $63.5 billion for investors last year, according to Reuters. These hedge funds may have performed well last year, but when […]

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Ray Dalio’s latest research on the U.S. stock market, which found that 50 of the 1,000 biggest companies are in ‘extreme bubbles.’  While the bubble indicator flags other indicators that the markets are entering frothy waters, it overall shows no signs of a bubble bursting, such as those in 1929 and 2000. Q4 2020 hedge […]

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Bretton Fund’s annual report for the year ended December 2020, discussing their new position in PerkinElmer, Inc. (NYSE:PKI). Q4 2020 hedge fund letters, conferences and more Dear Fellow Shareholders: After a number of years of competitive relative returns, we had a disappointing 2020. Many of our holdings – namely our retailers and banks – were […]

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