Business

The numbers for U.S. economic growth in 2020 are in, and as expected, they’re not good. Although things were looking up in the fourth quarter, the first two quarters were so bad that the economy shrunk the most since World War II. Q4 2020 hedge fund letters, conferences and more 2020 economic growth numbers The […]

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MDCA Partners Inc (NASDAQ:MDCA) memo for the month of January 2020, discussing MDCA’s proposed merger with The Stagwell Group LLC. Q4 2020 hedge fund letters, conferences and more Price: $2.75 Mkt Cap: $ 866 MM Ent Val: $ 2,151 MM EV / Rev: 1.0x LTM and 1.0 fwd. EV / EBITDA: 6.1x LTM, 5.8x fwd […]

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The cybersecurity market size is headed for $248 Billion by 2023. “The smartest person in the room” outlines challenges and opportunities. Could Vulnerability, AI Fuzzing, Smart Contract Hacking and Deepfake are all major concerns. Covid-19 itself is considered a major cybersecurity risk. As the world comes to terms with the fact that cybersecurity is a […]

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GDS Investments letter to investors for the year ended December 31, 2020, discussing their biggest performance contributors Berkshire Hathaway, BYD Company, First Solar, QUALCOMM, Roku, Twitter, and Zillow Group. Q4 2020 hedge fund letters, conferences and more “If you’re going through hell, keep going.” – Winston Churchill “Only if you have been in the deepest valley, […]

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Commenting on the historic short-squeeze on Wall Street and today’s trading Gorilla Trades strategist Ken Berman said: Q4 2020 hedge fund letters, conferences and more Hedge Funds Forced To Sell Amid The Historic Short-Squeeze On Wall Street While today’s ugly session could be the start of an orderly pullback, we could be in for some […]

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Alimentation Couche-Tard: Cheap Quality Compounder Or Gasoline Dinosaur? by Value And Opportunity Q4 2020 hedge fund letters, conferences and more Management Summary: Alimentation Couche-Tard Inc (TSE:ATD.B) (TSE:ATD.A) (“CT”) is one of the historically best performing Canadian companies, operating gas stations and convenience stores around the world with a focus on North America. The company currently […]

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Black Bear Value Partners LP annual letter to investors for the year ended December 31, 2020. Q4 2020 hedge fund letters, conferences and more “Nothing valuable can be lost by taking time.” – Abraham Lincoln To My Partners and Friends: Black Bear Value Fund, LP (the “Fund”) returned -6.5%, net, in 2020. The S&P 500 […]

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Gold prices fell during and after the Fed meeting on Wednesday. Federal Reserve Chairman Jerome Powell left interest rates unchanged at around zero and pointed out that economic activity has moderated since the December meeting. Q4 2020 hedge fund letters, conferences and more Gold prices affected by the Fed meeting Economists and analysts hadn’t been […]

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First Eagle Global Value annual letter to investors for the year ended December 31, 2020. Q4 2020 hedge fund letters, conferences and more Those who think it’s possible to predict the future of economies and markets with any sort of accuracy would have a hard time explaining 2020—a year dominated by a black swan event […]

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