Investments
Stanphyl Capital December 2020: Short ARKK
Stanphyl Capital commentary for the month ended December 31, 2020, discussing the changes to their short book, replacing QQQ with ARKK and a new position in Spok Holdings Inc (NASDAQ:SPOK). Q3 2020 hedge fund letters, conferences and more Friends and Fellow Investors: December 2020 Performance For December 2020 the fund was up 1.1% net of […]
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Read MoreComplaint Filed Against Trump For Georgia Call
Complaint Filed Against Trump For Georgia Call; Telephone Call May Violate Both Federal and State Criminal Laws Q3 2020 hedge fund letters, conferences and more A Formal Complaint Filed Against President Trump For Georgia Call WASHINGTON, D.C. (January 4, 2021) – A formal complaint and request for investigation of President Donald J. Trump and his telephone […]
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Read MoreWarren Buffett’s Equity Bond Method Explained
One of my favorite investing books of all time is Buffettology, by Mary Buffett and David Clark. In the book, the authors do an excellent job of explaining Warren Buffett’s quality investing style, and how he implemented his strategy for successful investing. They delve into both the qualitative and quantitative aspects of Buffett’s techniques when […]
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Read MoreJack Ma Missing; 2020 In 12 Stunning Charts
Whitney Tilson’s email to investors discussing Jack Ma suspected to be missing; 2020 in 12 stunning charts; Enrique Abeyta‘s bullish outlook; great news quiz of 2020. Q3 2020 hedge fund letters, conferences and more Jack Ma Suspected To Be Missing 1) Wow, what a reminder about the type of government we’re dealing with in China… […]
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Read MoreAn Open Letter About Public Lands; Wildlife and Forest Management
An Open Letter About Public Lands; Wildlife and Forest Management Q3 2020 hedge fund letters, conferences and more Sent: Thu, Dec 31, 2020 3:37 pm Subject: Ending the Year with A Plan that helps ranchers, foresters, wildlife and our fisheries TO: Siskiyou County Supervisors CC: Concerned Legislators, Citizens and Ranchers Dear Chairman Kobseff, Supervisors: A […]
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Read MoreTesla Got Close To 500,000 Vehicle Sales Goal In 2020
Commenting on Tesla’s vehicle sales goal and today’s trading, Gorilla Trades strategist Ken Berman said: Q3 2020 hedge fund letters, conferences and more 2021 Kicks Off With A Sharp Risk-Off Shift The major indices are all trading significantly lower at midday as the year kicked off with a sharp risk-off shift on Wall Street, design […]
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Read More5 New Year’s Resolutions To Make Your Business Culture A Winner
New Year’s resolutions are not only for individuals but businesses too. Company goals leaders set for the year ahead are usually measured in data tied to categories like revenue production and expense reduction. Q3 2020 hedge fund letters, conferences and more After a difficult 2020 due to COVID-19, many enterprises’ bottom-line numbers will take on […]
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Read MoreFermat Capital Management lifts cat bond & ILS assets to $7.5bn
Fermat Capital Management LLC, the Westport, Connecticut headquartered investment fund manager that, has lifted its catastrophe bond and insurance-linked securities (ILS) assets under management to $7.5 billion before the end of 2020. In fact, the latest figure we have for Fermat Capital Management’s catastrophe bond and ILS assets under management is for $7.5 billion as…
Read MoreGoogle And Alphabet Employees Decide To Form A Union
A pair of software engineers at Google announced that they will set up a union, open to all Alphabet workers. In an opinion piece for The New York Times, they wrote that “this is not the company we want to work for.” Q3 2020 hedge fund letters, conferences and more Google engineers start a union […]
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