Financial
Broyhill Asset Management 4Q20 Commentary: Equity Commonwealth
Broyhill Asset Management’s commentary for the fourth quarter ended December 2020, discussing their new position in Equity Commonwealth. [soros] Q4 2020 hedge fund letters, conferences and more For the year ending December 31, 2020, Broyhill generated positive returns that varied widely depending on individual account asset allocations, legacy positions, and capital flows. Detailed quarterly reports, […]
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Read MoreWarren Buffett unloaded some Apple stock in the fourth quarter
Warren Buffett didn’t have a stellar year in 2020, but he did have some good stock picks as usual. Several of the stocks held by Buffett’s Berkshire Hathaway beat the S&P 500 last year, including Liberty Global, General Motors, Amazon and Apple. The firm’s latest 13F filing reveals more details on what changes Buffett made […]
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Read MoreGreenhaven Road Partners Fund 4Q20 Commentary: Seed Investment In Desert Lion
Greenhaven Road Partners Fund commentary for the fourth quarter ended December 31, 2020. Q4 2020 hedge fund letters, conferences and more Dear Fellow Investors, Performance Update The Greenhaven Road Partners Fund returned 24% in the fourth quarter, bringing the full year returns to approximately 31%. 2020 marked the third year of operations for the Partners […]
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Read MoreWorkers Applaud Sen. King For Defending the Tip Credit
The Restaurant Workers of America (RWA) applauds Senator Angus King’s statement in yesterday’s Wall Street Journal regarding the COVID relief stimulus package: “If the minimum-wage provision is in the bill with the elimination of the tip credit, it would make it very hard for me to support it.” [soros] Q4 2020 hedge fund letters, conferences and more […]
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Read MoreDividend Aristocrats In Focus: Air Products & Chemicals
Updated on February 24th, 2021 by Bob Ciura Air Products & Chemicals (APD) may not be the most well-known Dividend Aristocrat. The company is primarily a business-to-business manufacturer and distributor of industrial gases. However, Air Products & Chemicals is an elite dividend stock as a member of the Dividend Aristocrats, a group of reliable dividend…
Read MoreTech Holds The Key To S&P 500
The Powell inspired, coinciding (have your pick) S&P 500 stop run is almost history now, with the futures trading over 3,880 again as we speak. No surprise here, but since the long-term Treasuries plunge went on largely unabated, that‘s concerning.Even if not now as in right away, TLT and TLH have to power to trouble […]
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Read MoreWorkhorse Blows Up; Buffett And Berkshire Get Busy
Whitney Tilson’s email to investors discussing Workhorse Group Inc (NASDAQ:WKHS) blows up; Buffett and Berkshire get busy; the king of SPACs wants you to know he’s the next Warren Buffett. Q4 2020 hedge fund letters, conferences and more Workhorse Blows Up 1) Another day, another blowup of one of the stocks I’ve warned my readers […]
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Read MoreAon hires Foley from Aspen, Radford from Securis for Capital Management roles
Aon’s Reinsurance Solutions division has announced two key hires in its Capital Management units in Bermuda and London, with Marcus Foley of Aspen joining to lead its Bermuda Capital Management team and Tim Radford from ILS specialist Securis Investment Partners joining the London Capital Management unit. Marcus Foley joins the Bermuda operations of Aon Reinsurance…
Read MoreArbol taps machinery sensors for parametric crop insurance triggers
Arbol, the provider of marketplace technology supporting parametric risk transfer or weather insurance and that utilises smart contracts, has provided the backing for a new crop yield cover whose parametric triggers are based on the throughput measured by machinery sensors. The use of sensor technology in creating new parametric risk transfer, insurance and reinsurance product…
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