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Horos Asset Management commentary for the third quarter ended September 30, 2020, discussing Horos Value Internacional increasing stake in ONE and Tang Palace. Q3 2020 hedge fund letters, conferences and more Dear co-investor, We finished another quarter affected, to a greater or lesser extent, by the evolution of the pandemic and the decisions made by […]

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When people think of precious metals investing, usually an image of gold bars or coins comes to mind. However, this initial idea does not begin to scratch the surface of precious metals investing. This type of thinking overlooks the fact that many buy silver or other metals like platinum, palladium, and rhodium. Not every bullion […]

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Nio stock has now surged more than 1,000%, rivaling Tesla in more places than just the electric vehicle competition. The Chinese EV maker now has a greater market value than General Motors. Q3 2020 hedge fund letters, conferences and more Nio riding high According to Bloomberg, one year ago, Nio’s sales were weak, and its […]

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There’s been a lot of talk about how the travel industry will get back to normal in a world marred by COVID-19, but JetBlue CEO Robin Hayes has some ideas. At the Greenwich Economic Forum, he talked about how vaccines will play a role, but they won’t be the whole story. Q3 2020 hedge fund […]

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Rowan Street Capital commentary for the third quarter ended September 30, 2020, discussing their Alibaba investment thesis. Q3 2020 hedge fund letters, conferences and more Rowan Street Performance vs. the S&P 500 Dear Partners, We had another very successful quarter.  Rowan Street recorded a return of +14.9% (gross), compared to +9.1% for the S&P 500 […]

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CNBC Exclusive: CNBC Transcript: Former Renault-Nissan Chairman & CEO Carlos Ghosn speaks with CNBC’s “Closing Bell” today, discussing that Covid will accelerate auto industry consolidation, and the old Nissan was always working against him. Q3 2020 hedge fund letters, conferences and more   Carlos Ghosn: Covid will accelerate auto industry consolidation, companies with weak vision […]

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Whitney Tilson’s email to investors discussing billionaire investor Bill Ackman is hedging the pandemic again; comparing the Covid-19 crash to prior ones. Q3 2020 hedge fund letters, conferences and more Bill Ackman Is Hedging The Pandemic Again 1) Here’s some very interesting breaking news: Billionaire investor Bill Ackman is hedging the pandemic again after raking […]

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Only time will tell whether the electric SUV is unique enough to warrant a strong buy rating for FSR stock Q3 2020 hedge fund letters, conferences and more People have waited, and the time has finally come. Electric vehicle manufacturer Fisker (NYSE:FSR) finally came public through a reverse merger with Spartan Energy Acquisition, which means that […]

The post Try a Small Position in Fisker Stock, but Monitor the EV Competition appeared first on ValueWalk.

Commenting on vaccine-related optimism cooling down and today’s trading, Gorilla Trades strategist Ken Berman said: Q3 2020 hedge fund letters, conferences and more The Vaccine-Related Optimism Cools Down The major indices are all trading higher at midday despite a mixed morning session on Wall Street, but the Nasdaq continues to be decoupled from the Dow […]

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