Business

Jay Clayton has announced that he will step down as chair of the Securities and Exchange Commission (SEC) at the end of the year, six months before the end of his term. It’s common for chairs of the SEC to step down when a new president enters office. Q3 2020 hedge fund letters, conferences and […]

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My monitoring process involves reviewing notable information for companies on my watchlist and companies on my portfolio. A fairly significant chunk is spent reviewing the dividend growth universe for value. I also review the list of dividend increases every week, but focus on the ones that have at least a ten year track record of […]

The post Eleven Dividend Growth Stocks That Grew Dividends Last Week appeared first on ValueWalk.

WASHINGTON, DC – US consumer confidence, as measured by the Refinitiv/Ipsos Primary Consumer Sentiment Index, is at 52.5 for November 2020, statistically even with last month’s measurement ( 0.2). Q3 2020 hedge fund letters, conferences and more US Consumer Confidence Has Leveled Off American consumer confidence has leveled off following months of growth. October’s reading […]

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Logica Capital commentary for the month ended October 30, 2020, discussing the 2020 volatility events. Q3 2020 hedge fund letters, conferences and more Logica Absolute Return – Up/Down Convexity – No Correlation Logica Tail Risk – Max Downside Convexity – Negative Correlation October 2020 Performance* Logica Absolute Return -1.25% Logica Tail Risk -0.90% S&P 500 […]

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Bonhoeffer Fund commentary for the third quarter ended October 30, 2020, providing a case study on MMA Capital Holdings Inc (NASDAQ:MMAC). Q3 2020 hedge fund letters, conferences and more Dear Partner, The Bonhoeffer Fund returned 5.1% net of fees in the third quarter of 2020 compared to up 5.0% for the MSCI World ex-US, a […]

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Every few years, the stock market seems to be swamped by a “100-year storm.” Investors put their hands up and say “no one could have ever predicted this,” despite there being obvious clues that some sort of an event was imminent. Remember back to the 2000 internet crash when it was obvious that the tech […]

The post Plays On Inflation, Volatility And Election Chaos appeared first on ValueWalk.

Whitney Tilson’s email to investors discussing gun sales likely to remain high; China‘s President Xi Jinping personally halted Jack Ma’s Ant Group IPO. Q3 2020 hedge fund letters, conferences and more Gun Sales Likely To Remain High 1) Though we thankfully haven’t seen any meaningful election-related unrest, as many feared we might, one sector likely […]

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Food delivery service DoorDash has filed the prospectus for its IPO with the Securities and Exchange Commission. At the company’s initial public offering, it will list its stock on the New York Stock Exchange using the ticker symbol DASH. Q3 2020 hedge fund letters, conferences and more DoorDash reports financials DoorDash reported $1.9 billion in […]

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