Business

New S&P Analysis: Adobe is an S&P 500 Leader in Shareholder-Friendly Practices Q3 2020 hedge fund letters, conferences and more Adobe Leads In Shareholder-Friendly Practices According to a new analysis by S&P Global Market Intelligence, Adobe Systems is an S&P leader in shareholder friendly practices. Adobe checks all the boxes of key corporate management practices […]

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ValueWalk’s Raul Panganiban interviews Shree Viswanathan, founder and sole employee of SVN Capital. In this part, Shree discusses his one person investment team, the fee structure, his idea generation process, the quantitative standpoint of his investments, evaluating the company’s culture, and his thoughts on the long term risk free rate. Transcript continues. Q3 2020 hedge […]

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Commenting on Nvidia’s strong earnings and today’s trading, Gorilla Trades strategist Ken Berman said: Q3 2020 hedge fund letters, conferences and more Tech Sector Could Get A Boost From Nvidia’s Strong Earnings The major indices are mixed and flat at midday, recovering from a bearish overnight session that followed yesterday’s late-day plunge. The continued surge […]

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Every great investor has an edge. Jim Simons employs a code cracking team, Ray Dalio demands radical transparency while Paul Singer deploys no-holds-barred activist attacks. One of the most common and lucrative edges I’ve seen exploited in markets is ‘Fighting the Fade‘. It’s in this niche many of the world’s most successful investors have cemented […]

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Kerrisdale Capital is short shares of Tattooed Chef Inc (NASDAQ:TTCF). Q3 2020 hedge fund letters, conferences and more Tattooed Chef Inc (TTCF): Recent SPAC Acquisition is Already Past its Sell-By Date We are short shares of Tattooed Chef, a $1.2bn packaged-food company that trades at about 7.5x 2020 revenues despite extreme customer concentration and flagging […]

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What motivates me the most in business (and in other areas of life) is the continuous pursuit of self-improvement. I was once a runner (still am actually, just much older and slower). Competitive long distance running has a lot in common with investing. A top-tier competitive long-distance runner typically runs around 80-100 miles a week, […]

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Hofseth BioCare: Top Value Creation Play In Biocare by Jan Martínek of CEC Partners Most interesting Value Creation Biocare plays in Scandinavia. The transformation from animal feed to human medicine. Product margins should increase ten times over 3 to 5 years. Sales are due to double each year due to the higher value-added product and […]

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A private equity firm is an investment company that uses its funds or of its investors to invest in the private equity of a startup or an existing company. It may invest in other companies through different routes, such as leveraged buyout, venture capital, and growth capital. These firms are not listed, and thus, their […]

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Tesla CEO Elon Musk says he has fully recovered from COVID. He tested positive for the coronavirus last week. He reported that he had taken multiple tests and received different results but believed that he probably had a moderate case of COVID. More reliable PCR tests later confirmed the diagnosis. Q3 2020 hedge fund letters, […]

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