Logos LP: The Nature Of Long-Term Shareholding

Long-Term Shareholding

Logos LP commentary for the month of March 2021, discussing the nature of long-term shareholding. Q4 2020 hedge fund letters, conferences and more The Rotation Into Cyclical Stocks The Dow Jones Industrial Average jumped to another record high on Friday as reopening optimism continued to encourage the rotation into cyclical stocks. Meanwhile, surging bond yields […]

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Volkswagon Power Day; Money Is Fleeting Tesla

Volkswagon power day

Commenting on this morning’s Volkswagon Power Day market strategist Louis Navellier wrote in a note to investors: Q4 2020 hedge fund letters, conferences and more Money Is Fleeing Tesla Overall, money is fleeing Tesla (TSLA) as serious competition emerges and the new EV winners are Volkswagon (VWAGY), QuantumScape (QS), NIO Limited (NIO), Ford (F) and General Motors […]

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5 Rules For Building A Dividend Portfolio You Can Live On

This is a guest contribution from After School Finance If you’re looking to build a dividend portfolio that provides consistent monthly income, you’re not alone. Dividends are the most passive stream of income there is – they truly are “mailbox money.” If you want to build a consistent stream of dividend income, there are some…

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What’s Next In 2021?

Finance Stocks Coronavirus, stimulus checks, delaying, taxes

As full-year earnings for all the companies in our PE stock tracker app are now available, we see that most of the companies in our Big Tech index have increased their turnover and profits in 2020, despite the mass unemployment and economic turmoil seen by many regular people and small businesses last year. Real economy […]

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Managing Investments As A Charity Or Nonprofit

Steve Wolosky Shareholder Value silver linings equities Leidos investors young Spotify Roku Stone TELUS Corporation Devalued Cash price discipline Pershing Square 70.2% Buy-The-Dippers activist moments Optimal Collar small micro caps performing hedge funds 2020 Top Venture Capital 2020 Timothy Partners LIBOR Going Away Options Definitions Ivanhoe Mining season proxy governance practices ValueWorks market timing positive Disruption Investors Stock Market History

Maintaining financial viability is a constant challenge for charities and nonprofit organizations. Q4 2020 hedge fund letters, conferences and more The past year has underscored that challenge. The pandemic has not just affected investment returns – it’s also had serious implications for charitable activities and the ability to fundraise. For some organizations, it’s even raised […]

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