Business

Kerrisdale Capital is short shares of Plug Power Inc (NASDAQ:PLUG), a $40 billion provider of hydrogen fuel-cell solutions that’s set to generate a paltry $300 million in revenue in 2020 and trades at 40x its own aggressive revenue projection for 2024. Q4 2020 hedge fund letters, conferences and more Kerrisdale Is Short Shares Of Plug […]

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Whitney Tilson’s email to investors discussing that misplaced passwords lock millionaires out of their bitcoin fortunes; man offers Newport council £50m if it helps find bitcoins in landfill; managing risk during the pandemic. Q4 2020 hedge fund letters, conferences and more Misplaced Passwords Lock Millionaires Out Of Their Bitcoin Fortunes 1) In yesterday’s e-mail, I […]

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Commenting on early moring trading ahead of Joe Biden’s inauguration and today’s trading so far, Gorilla Trades strategist Ken Berman said: Q4 2020 hedge fund letters, conferences and more An Active Morning Session Ahead Of Joe Biden’s Inauguration The major indices are all trading slightly higher at midday following another very active morning session on […]

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Evermore Global Advisor commentary for the month of October 2020, discussing the EU recovery plan. Q4 2020 hedge fund letters, conferences and more Opportunity Highlights We believe the European business climate over the next five years will be unlike any period investors have witnessed in our lifetimes. The COVID-19 pandemic is evolving into a game […]

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Commenting on the earnings of mega-cap financial firms and today’s trading Gorilla Trades strategist Ken Berman said: Q4 2020 hedge fund letters, conferences and more Investors Remain Eager To Buy The Dip Following Friday’s deterioration, today’s bounce in stocks was crucial from a short-term perspective. With the busy political and earnings calendars in mind, today’s […]

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Branchless banks that primarily make loans over the internet are increasingly applying to the federal bank agencies for bank charters. As the Federal Reserve Board and the other regulatory agencies embark on an effort to reform the Community Reinvestment Act (CRA) regulations, one of the critical questions is how to establish CRA Assessment Areas (AAs), […]

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Donville Kent January 2021 ROE reporter titled, “Canadian Tech is Here to Stay.” Q4 2020 hedge fund letters, conferences and more In December 2020, the Capital Ideas Fund (the “Fund”) finished the year strong with our best monthly return in history at 12.62%.1 Additionally, November and December 2020 mark our two best consecutive months ever […]

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Rowan Street Capital commentary for the year ended December 30, 2020, discussing their value investing approach to the 21st century. Q4 2020 hedge fund letters, conferences and more Rowan Street Capital (RSC) Performance Dear Partners, Rowan Street had a very successful 2020 — our best year since inception. Our fund recorded a return of +48.2% […]

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