Investments
Tesla’s overexcited fans and Musk’s reckless behavior
Whintey Tilson’s email to investors discussing an update on Tesla Inc (NASDAQ:TSLA); Elon Musk’s reckless and immature behavior; Tesla’s overexcited fans should cool down a little; markets bombed, investors carried on. Q2 2020 hedge fund letters, conferences and more An Update On Tesla, Elon Musk’s Reckless And Immature Behavior 1) With yesterday’s 13.5% jump, Tesla’s […]
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Read MoreGSE developments: FHFA may have acted illegally
Three major GSE developments over the last 10 days will greatly impact the future of Fannie Mae and Freddie Mac. Dick Bove of Odeon Capital outlined the three GSE developments in a recent note. Q2 2020 hedge fund letters, conferences and more Seila Law case is the biggest GSE development The biggest GSE development is […]
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Read MoreTollymore Investment Partners 2Q20 Letter: Up 20% YTD
Tollymore Investment Partners letter to investors for the second quarter ended June 30, 2020. Q2 2020 hedge fund letters, conferences and more Dear partners, Tollymore Investment Partners generated returns of +19% in the first six months of 2020, net of all fees and expenses. Investment results since inception are shown below: Tollymore Investment Partners’s Raison […]
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Read MoreAnother Source Of Alpha Kicks In
Another Source Of Alpha Kicks In: Cash Substitutes In an article published in February, I wrote about another possible source of alpha, names that appear on Portfolio Armor‘s “cash substitute” list: Q2 2020 hedge fund letters, conferences and more As part of our portfolio construction process, we start with equal dollar amounts of underlying securities […]
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Read MoreThe Alarming Potential Impacts Of Proposition 22
New Report Finds Proposition 22 (Uber, Lyft & DoorDash Ballot Initiative) to be harmful to workers, communities, and good government in California Q2 2020 hedge fund letters, conferences and more San Francisco, CA— A new report published by The Partnership for Working Families and the National Employment Law Project (NELP) called “Rigging the Gig” highlights […]
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Read MoreMonthly Dividend Stock In Focus: Great Elm Capital
Published on July 7th, 2020 by Josh Arnold Income investors often see business development companies, or BDCs, as a strong source of income. These companies generally invest in debt and equity instruments of middle-market companies that cannot easily access the public capital markets, but generate high levels of returns. BDCs tend to be a bit…
Read MoreChinese stocks pulled back despite COVID-19 improvements
Commenting on the pull back in Chinese stocks and trading at midday, Gorilla Trades strategist Ken Berman said: Q2 2020 hedge fund letters, conferences and more Pull Back In Chinese Stocks The major indices are mixed and flat at midday following a bearish overnight shift and a choppy but positive morning session. Chinese stocks pulled […]
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Read MorePrivet And UPG Won Three Seats On Synalloy Board
Privet Fund Management and UPG Enterprises won three board seats on Synalloy’s eight-member board via a shareholder vote, concluding one of the year’s most contentious proxy fights. The activists, who hold a combined stake of around 25%, had nominated five directors in the hope of gaining majority representation on the board. Q2 2020 hedge fund […]
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Read MoreFinancial Stress Is The Second Global Crisis We Are Facing
No matter what level of income you’re on, a global financial crisis can be extremely stressful for anyone. It boils down to one simple reason; uncertainty. Q2 2020 hedge fund letters, conferences and more Humans hate uncertainty. In fact, a study in 2016 showed that humans find uncertainty even more stressful than knowing something bad […]
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