Investments

Our profile in this month’s issue of Activist Insight Monthly is with Jeff Ubben, who recently shocked the activist community by taking his environmental and socially-focused Spring Fund outside of ValueAct Capital Partners, the firm he founded two decades ago. Under a new banner – that of Inclusive Capital Partners – he will have plenty […]

The post Ubben Helping Investors Steer Away From Activist Investing With Inclusive Capital appeared first on ValueWalk.

Taleb Warns Investors To Add Tail Risk Hedges As you may recall, Nassim Nicholas Taleb warned last month that stock market investors should add tail risk hedges. Taleb’s main rationale for hedging tail risk then still applies: namely, the impact of COVID-19 on economy. Michelle Jones summarized Taleb’s rationale this way: He expects the fears […]

The post Crash-Proofing Your Stock Portfolio appeared first on ValueWalk.

Here we take a look at the top 10 most admired companies in 2020 that are strengthening their brand appeal amid the pandemic. 

The post Most admired companies in 2020: Strengthening brands amid COVID-19 appeared first on ValueWalk.

Here we take a look at the most prolific activist short sellers in the first half of 2020. They have targeted stocks hyped up by traders

The post Most prolific short sellers amid COVID and the rise of Robinhood traders appeared first on ValueWalk.

There is systemic underproduction of electricity by solar assets in the US. This is largely driven by unreliable energy estimates and an industry wide bias towards aggressive assumptions. Q2 2020 hedge fund letters, conferences and more As the solar industry matures, investors are becoming increasingly focused on emergent risks for the asset class such as […]

The post Massif Capital: Concerning Frequency in Underperforming Solar Assets appeared first on ValueWalk.

CNBC exclusive: CNBC excerpts: Uber CEO Dara Khosrowshahi Speaks With CNBC’s “Squawk On The Street” Today WHEN: Today, Friday, August 7th WHERE: CNBC’s “Squawk on the Street” Q2 2020 hedge fund letters, conferences and more Following are excerpts from the unofficial transcript of a CNBC EXCLUSIVE interview with Uber CEO Dara Khosrowshahi on CNBC’s “Squawk […]

The post Uber CEO Khosrowshahi On Uber Eats And The Recovery appeared first on ValueWalk.