Business

S&P Global Ratings’ New White Paper Examines Sharpening Focus On Corporate Responsibility To Society Q3 2020 hedge fund letters, conferences and more Long-Term Value Creation LONDON (S&P Global Ratings) Jan. 19, 2021–Stakeholder capitalism is challenging traditional views of value creation, says S&P Global Ratings and its newly formed Sustainable Finance Scientific Council in its first […]

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Roubaix Fund Composite commentary for the fourth quarter ended December 31, 2020. Q3 2020 hedge fund letters, conferences and more Dear Partners, During the fourth quarter of 2020, the Roubaix Fund Composite (the “Composite”) (i) gained 26.63% on a net basis compared to a return of 14.50% for our long/short equity peer group, represented by […]

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RV Capital letter to investors for the year ended December 31, 2020, discussing the  correct place to apply margin of safety. Q3 2020 hedge fund letters, conferences and more Dear Co-Investors, The NAV of Business Owner was €872.11 as of 30 December 2020. The NAV increased 17.3% since the start of the year and 779.0% […]

The post RV Capital 2020 Year-End Commentary: A Short Attack on Grenke appeared first on ValueWalk.

The price of gold has dropped further amid incoming U.S. President Joe Biden’s fiscal stimulus and poor economic data, which is a bearish sign. Q3 2020 hedge fund letters, conferences and more The Drop In Gold Prices The weakness in the gold market continued last week. As the chart below shows, the London P.M. Fix […]

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Over the last 10 years, China has become a major player in foreign direct investment (FDI). According to China’s Ministry of Commerce, by the end of 2019 over 27,500 Chinese companies had invested in 188 countries around the world, and 44,000 companies had been started abroad. Asia, Europe and Latin America are the main destinations […]

The post Chinese Investments And COVID-19: What Future For Chinese Companies In The International Economy? appeared first on ValueWalk.

The gravity-defying run of bitcoin has long caught the attention of retail and institutional investors. However, it appears that the one institution which the digital currency threatens its existence is beginning to see the positives of its adoption into the mainstream financial system. Q3 2020 hedge fund letters, conferences and more Paying National Debt With […]

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IRC Section 1202 provides one of the most powerful tax benefits in the U.S. Internal Revenue Code (IRC) to entrepreneurs and investors. However, it is also one of the least recognized IRC Sections, even amongst those who stand to most benefit from its use. Section 1202 provides an exclusion from taxation to a qualified investor […]

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Hidden Value Stocks issue for the fourth quarter ended December 31, 2020, featuring interviews an interview with Shreekkanth “Shree” Viswanathan, CFA, CPA, the President and Portfolio Manager of SVN Capital, LLC. In this part of the interview, Shree discusses why he decided to start SVN, and how his investment approach differs from others. Interview One: […]

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