Investments
Apple Won’t Reverse Parler Purge

Apple CEO Tim Cook Refuses to Allow Parler to Be Restored to App Store Q4 2020 hedge fund letters, conferences and more Apple’s Refusal To Return Parler To Its App Store Washington, D.C. – Apple CEO Tim Cook dodged a question today from the Free Enterprise Project (FEP) about the company’s refusal to return Parler to its App […]
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Read MoreBretton Fund 2020 Annual Report: New Position PerkinElmer

Bretton Fund’s annual report for the year ended December 2020, discussing their new position in PerkinElmer, Inc. (NYSE:PKI). Q4 2020 hedge fund letters, conferences and more Dear Fellow Shareholders: After a number of years of competitive relative returns, we had a disappointing 2020. Many of our holdings – namely our retailers and banks – were […]
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Read MoreDividend Aristocrats In Focus: V.F. Corporation
Updated on February 23rd, 2021 by Bob Ciura Investors looking for high-quality dividend growth stocks would be wise to examine the list of Dividend Aristocrats. These are companies in the S&P 500 Index, with 25+ consecutive years of dividend increases. There are just 65 such companies on this list. The Dividend Aristocrats are among the…
Read MorePot Stocks Plunge Despite New Jersey Marijuana Legalization

Cannabis stocks are plummeting today even though New Jersey has just legalized recreational marijuana. New Jersey officials announced that they legalized recreational marijuana on Monday, but pot stocks are plunging for the second consecutive day. Q4 2020 hedge fund letters, conferences and more New Jersey Legalizes Recreational Marijuana New Jersey Gov. Phil Murphy signed three […]
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Read MoreBeating Bobby Fischer

Dear fellow investors, During the 1998 Berkshire Hathaway meeting, Warren Buffett and Charlie Munger were asked a question about the return-on-equity of American banks. They commented on the topic in a typical Berkshire-like fashion. They then got off on a tangent that provided a truth of biblical proportion. Q4 2020 hedge fund letters, conferences and […]
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Read MoreDow Up, Nasdaq Down; Will Cathie Wood Need Her Ark?

Whitney Tilson’s email to investors discussing Dow up, Nasdaq down, a rare day yesterday; will ARKK’s Cathie Wood need her ark?; Ebix implodes; 19 stories of strangers who found love while traveling. Q4 2020 hedge fund letters, conferences and more Dow Up, Nasdaq Down 1) Yesterday was an unusual day – it’s very rare that […]
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Read MoreDividend Aristocrats In Focus: T. Rowe Price Group
Updated on February 23rd, 2021 by Bob Ciura Investors looking for high-quality dividend growth stocks, should look first and foremost at the Dividend Aristocrats. The Dividend Aristocrats are an exclusive list of 65 stocks in the S&P 500 Index, with 25+ years of consecutive dividend increases. The Dividend Aristocrats are an elite group of dividend…
Read MoreAmericans Are Delaying Home Repairs During COVID-19

With nearly a year in various levels of quarantine and lockdown, people are spending more time in their home than ever before. The effects of the COVID-19 pandemic have been measured in far more than social distancing guidelines though. In September 2020, more than 26 million Americans were unemployed as a result of the pandemic, […]
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Read MoreCEA could upsize new Ursa Re II cat bond to $215m
The California Earthquake Authority (CEA) has lifted its target size for its first catastrophe bond transaction of 2021, now seeking up to $215 million of fully collateralized earthquake reinsurance protection with the Ursa Re II Ltd. (Series 2021-1) issuance. When this latest catastrophe bond from the CEA launched to investors a few weeks ago it…
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