Investments

The Broad Market Index was up 1.23% last week and 59% of stocks out-performed the index. The annual financial statement update is only just beginning with only 1/4 of the market value of U.S. companies have delivered their 10-K filing to the US Securities and Exchange Commission (SEC). It is still too early to arrive […]

The post Early Energy Sector Data: Recovery Outlook appeared first on ValueWalk.

Whitney Tilson’s email to investors discussing Munger’s Daily Journal annual meeting livestream February 24; Daily Journal stock; Getting a vaccination appointment in NYC; U.S. pandemic dashboard. Q4 2020 hedge fund letters, conferences and more Munger’s Daily Journal Annual Meeting Livestream 1) For more than 20 years, I’ve been attending the Berkshire Hathaway (BRK-B), Wesco, and […]

The post Daily Journal’s Stock Has Crushed The Market [CHART] appeared first on ValueWalk.

Spruce Point Capital Issues “Strong Sell” Opinion On Leidos Holdings, Inc (NYSE: LDOS) With 35%-60% Downside Risk Q4 2020 hedge fund letters, conferences and more NEW YORK, February 16, 2021 /PRNewswire/ — Spruce Point Capital Management, LLC (“Spruce Point” or “we” or “us”), a New York-based investment management firm that focuses on forensic research and […]

The post Spruce Point Issues “Strong Sell” Opinion On Leidos Holdings appeared first on ValueWalk.

2021 Sustainable Finance Outlook: Large Growth In Green, Social, Sustainable Labels As Municipal Market Embraces ESG Q4 2020 hedge fund letters, conferences and more Key Takeaways We expect the municipal sustainable debt market to grow in 2021, building on momentum and substantial growth in social and sustainability labeled bonds. We estimate municipal green-labeled debt issuance […]

The post Large Growth In Green, Social, Sustainable Labels As Municipal Market Embraces ESG appeared first on ValueWalk.

I mentioned Pendrell (PCOA) in the video and want to provide a brief update and further explanation. The company sponsored a SPAC, Holicity, that recently made an acquisition. This caused the stock price of Holicity to jump to around $20 from around $10.30 before the acquisition. This means the current NAV for Pendrell is about […]

The post An Update On Pendrell from Steven Kiel of Arquitos Capital appeared first on ValueWalk.

When we were kids, we used to play a game called “Simon says.” Everyone would line up and if the leader said, “Simon says take two steps,” you took two steps forward. If the leader says, “take two steps forward” and you acted on the instruction, you were forced to go back to the starting […]

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