Investments
Fight The Fade – Round 1
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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Read More2020 Elections: A Quick Note On Pennsylvania
A Quick Note on Pennsylvania election by Greg Presseau Q3 2020 hedge fund letters, conferences and more The race is expectedly much closer than the polls/betting markets had thought. We got TX, FL and OH right, narrowly missed MN and WI. Pennsylvania is the wildcard right now. There are about 36% of the votes yet […]
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Read MoreSplitting Your Savings Accounts Is The Smartest Move
A commentary from Kevin Mountford, co-founder of savings platform Raisin UK on the best way to save smartly by splitting your savings! Q3 2020 hedge fund letters, conferences and more It’s easy to think that putting a chunk of your salary away each month classes as smart saving, and you’d be right. It’s smart to […]
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Read MoreTattooed Chef: Recent SPAC Acquisition Is Already Past Its Sell-By Date
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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Read MoreWhat Does A Digital Euro Mean For FX?
From the time when it was first announced that China plans to create a “crypto yuan” which is a digital alternative to their national currency, the global discussion about the benefits and disadvantages of digital currencies has been heating up. Today the European Union is also actively involved and the major part of the banking […]
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Read MoreLong Feedback Loops: Writing vs. Getting Published
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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Read MoreTop Value Creation Play In Biocare
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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Read MoreThese are biggest private equity firms in the UK
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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Read MoreTesla CEO Elon Musk has recovered from COVID
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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