Stocks Edge Higher as House Approves Trump’s Impeachment

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Commenting on the House approving Trump’s impeachment and today’s trading Gorilla Trades strategist Ken Berman said: Q3 2020 hedge fund letters, conferences and more The Underlying Bullish Trend Confirmed Despite the mixed day for stocks today’s low-volatility consolidation was confidence-boost for bulls. The dollar pushed higher while overseas risk assets struggled today, so the fact […]

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Why Nvidia Is My “Slam Dunk” Investment for the Decade

Nvidia Slam Dunk

Why Nvidia Is My “Slam Dunk” Investment for the Decade by Stephen McBride What was the most important financial event of 2020? Most folks would tell you it was the coronavirus pandemic and the economic devastation caused by government lockdowns. Q3 2020 hedge fund letters, conferences and more But that’s wrong. For investors, the most […]

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Apis Capital Global Discovery Fund: Long This Taiwanese Small-cap

Apis Capital Global Discovery Fund

Apis Capital Global Discovery Fund commentary for the fourth quarter and year ended December 31, 2020. Q3 2020 hedge fund letters, conferences and more Dear Partners, Apis Capital Global Discovery Fund was up 29.8% net in 4Q20 and ended up 70.2% net in its inaugural year. Performance Overview (Gross Returns) 2020 was a year to […]

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Robinhood Releases New “Red” App Update, Sending Investors Into Panic

Robinhood Red Update

On Monday, 1/11/2021, many investors awoke to find themselves looking at an unfamiliar screen on their stock trading app, Robinhood. Q3 2020 hedge fund letters, conferences and more Robinhood’s Vengeful Red Update “I woke up and opened Robinhood, just like I do every afternoon at 1:30, and I nearly spit out my La Croix when […]

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Apis Capital Up 39 Percent In 2020, Gains On Penumbra Short

Apis Capital Flagship Fund

Apis Capital Flagship Fund commentary for the fourth quarter and the year ended December 31, 2020. Q3 2020 hedge fund letters, conferences and more Dear Partners, Apis Capital Flagship Fund was up 21.6% net in 4Q20. During the past quarter, our longs contributed 34.3% (gross), while our shorts detracted 5.3% (gross). At the end of […]

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Elon Musk Took a Risk on a Clean Energy Future. It Paid Dividends

Cleaner Future Top 10 Elon Musk Quotes

It’s no secret that entrepreneur and engineer Elon Musk is something of a cultural icon. With CEO of SpaceX and Tesla, founder of The Boring Company, and co-founder of another handful of companies among his many titles, Musk now has one more proverbial feather to stick in his cap—richest man in the world (briefly). Surpassing […]

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Shree Viswanathan: The Ingredient To Growth In Intrinsic Value

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Hidden Value Stocks issue for the fourth quarter ended December 31, 2020, featuring an interview with Shreekkanth “Shree” Viswanathan, CFA, CPA, the President and Portfolio Manager of SVN Capital, LLC. In this part, Shree discusses the regions where he will not invest, the most important ingredient to growth in intrinsic value, and how he calculates […]

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DOL Proxy Voting Rule Protects Workers, Retirees

DOL proxy voting retirement savings plan CARES Act time bomb tax

In December, the Department of Labor issued a final rule that prevents managers of 401(k)s and corporate pension plans from placing political or social objectives ahead of generating investment returns for workers. The rule clarifies that, when voting corporate proxies, fiduciaries of retirement plans governed by the Employee Retirement Income Security Act (ERISA) must act […]

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