Financial
Catastrophe losses may outweigh pandemic for U.S. P&C insurers in H2 2020: Fitch
In the second-half of 2020, while impacts from the COVID-19 pandemic continue for the U.S. property and casualty (P&C) insurance space, carriers may find themselves more impacted by losses from recent and continuing catastrophe events, Fitch Ratings has said. Pandemic-related insured losses and premium volume declines caused by the economic situation will continue to adversely…
Read MoreTesla quality is ranked dead last among 31 brands, Stock Headed To zero: Shortseller
Excerpted from Stanphyl Capital’s September 2020 letter to investors. We remain short the biggest bubble in modern stock market history, Tesla Inc. (TSLA), which currently has a fully diluted market cap of approximately $445 billion, roughly equal to those of Toyota, VW, GM, Daimler, BMW and Ford combined despite unprofitably selling fewer than 500,000 cars […]
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Read MoreKerrisdale: AtriCure Inc. (ATRC) Revenue Growth is Set to Short-Circuit
Kerrisdale Capital is short shares of AtriCure, Inc. Q2 2020 hedge fund letters, conferences and more We are short shares of AtriCure, a $1.9bn medical device company that manufactures and sells ablation equipment used in the surgical treatment of atrial fibrillation (AF). At about 7x forward revenues, AtriCure’s valuation implies that the company’s outlook is […]
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Read MoreMore than 20 million Americans have personal loan debts – twice the amount compared with 2012
‘Buying a tiger’ and ‘follow David Hasslehoff on tour’ on list of weirdest reasons Americans have borrowed money Q2 2020 hedge fund letters, conferences and more One of the United States’ leading financial information platforms has revealed the weirdest reasons Americans have borrowed money, with ‘buying a tiger’ topping the list. The site surveyed more […]
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Read MoreGM extends talks on Nikola deal
Whitney Tilson’s email to investors discussing SPAC Investment Summit on October 8; General Motors extends talks on Nikola deal; Spruce Point short report on Sunnova Energy. Q2 2020 hedge fund letters, conferences and more SPAC Investment Summit 1) I’m going to be writing quite a bit in upcoming e-mails about special purpose acquisition companies (“SPACs“). […]
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Read MoreBerkshire Hathaway (BRK.B) Versus S&P 500
During their recent episode of the VALUE: After Hours Podcast, Taylor, Brewster, and Carlisle discussed Berkshire Hathaway Versus S&P 500. Here’s an excerpt from the episode: Q2 2020 hedge fund letters, conferences and more Berkshire Hathaway Versus S&P 500 Tobias: Berkshire Hathaway versus S&P 500. Bill: I don’t know. Tobias: Anybody want to take a […]
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Read MoreDividend Stock Showdown: Consolidated Edison vs. Duke Energy – Best Utility Stock
We bring another Dividend Stock Showdown to you! After all, we are always on the hunt for a great undervalued dividend growth stock to add to your dividend stock portfolio. We compare two giants in the utility stock sector against each other to determine which company is a better fit for your portfolio TODAY. The…
Read MoreChamath Palihapitiya At Delivering Alpha Conference “Not a single extra dollar should” go to bailout big firms
CNBC Exclusive: CNBC’s Scott Wapner Interviews Chamath Palihapitiya From CNBC Institutional Investor Delivering Alpha Conference Q2 2020 hedge fund letters, conferences and more WHEN: Today, Wednesday, September 30th Realtime Transcription by www.RealtimeTranscription.com TYLER MATHISEN: Well, it was mentioned in the previous segment there, but you can’t talk about investing in the year 2020 […]
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Read MoreDividend Kings In Focus Part 10: Genuine Parts
Published on September 30th, 2020 by Nate Parsh In order for a company to become a Dividend King, it must have a long track record of generating steady growth, even during recessions. This is far from an easy task, which makes it all the more impressive for a company to reach the status of a…
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